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STAAR Surgical
STAA

80 hedge funds and large institutions have $338M invested in STAAR Surgical in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

76.67% more ownership

Funds ownership: 0% → 76.67% (+77%)

21% more capital invested

Capital invested by funds: $278M → $338M (+$59.4M)

11% more funds holding

Funds holding: 72 → 80 (+8)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $1.3M

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
24
Reduced
27
Closed
6
Calls
$6K
Puts
$1.3M
Net Calls
-$1.29M
Net Calls Change
-$1.3M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$4.98M
2
CAM
Cortina Asset Management
Wisconsin
+$4.01M
3
BFA
BlackRock Fund Advisors
California
+$1.82M
4
PAI
Palo Alto Investors
California
+$1.44M
5
TAM
Tiverton Asset Management
Delaware
+$891K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.91M
2
ACM
Archon Capital Management
Washington
-$1.62M
3
CCM
Coe Capital Management
Illinois
-$1.09M
4
GPGA
Grandeur Peak Global Advisors
Utah
-$634K
5
Goldman Sachs
Goldman Sachs
New York
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Broadwood Capital
New York
$118M – – –
PI
2
Putnam Investments
Massachusetts
$75.7M – – –
PAI
3
Palo Alto Investors
California
$36.7M +$1.44M +141,635 +4%
BFA
4
BlackRock Fund Advisors
California
$13.9M +$1.82M +179,309 +16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.6M +$68.2K +6,709 +0.5%
BIT
6
BlackRock Institutional Trust
California
$11M +$188K +18,457 +2%
State Street
7
State Street
Massachusetts
$6.8M +$378K +37,175 +6%
CAM
8
Cortina Asset Management
Wisconsin
$5.65M +$4.01M +394,550 +312%
GPGA
9
Grandeur Peak Global Advisors
Utah
$5.65M -$634K -62,350 -11%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$5.31M +$4.98M +489,540 New
Northern Trust
11
Northern Trust
Illinois
$4.99M -$319K -31,353 -6%
TAM
12
Tiverton Asset Management
Delaware
$4.55M +$891K +87,577 +26%
Principal Financial Group
13
Principal Financial Group
Iowa
$3.17M +$87.9K +8,642 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.5M +$119K +11,697 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.72M -$139K -13,652 -8%
BIM
16
BlackRock Investment Management
Delaware
$1.71M -$6K -590 -0.4%
TCIM
17
TIAA CREF Investment Management
New York
$1.71M -$99.7K -9,803 -6%
Morgan Stanley
18
Morgan Stanley
New York
$1.63M -$1.91M -187,308 -56%
MC
19
Menta Capital
California
$1.61M +$302K +29,652 +25%
ACM
20
Archon Capital Management
Washington
$1.52M -$1.62M -159,322 -53%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.32M -$66.1K -6,500 -5%
GHCM
22
Glen Harbor Capital Management
California
$1.26M +$1.18M +116,484 New
SIAS
23
Shine Investment Advisory Services
Colorado
$1.22M – – –
MCIM
24
Meadow Creek Investment Management
Georgia
$1.04M +$976K +95,928 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$932K +$874K +85,930 New
1
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STAA Hedge Fund Activity: Q4 2016 in Review

80 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2016, worth a combined $338M — up 21% from $278M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new STAA positions and 6 closed out — a net gain of 8 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $4.98M. The largest seller was Morgan Stanley, cutting an estimated $1.91M.

  • 80 institutional investors held STAAR Surgical (STAA) as of Q4 2016, up from 72 in Q3 2016.
  • Funds reported $338M of STAAR Surgical stock for Q4 2016, up 21% quarter-over-quarter.
  • 14 funds opened new STAAR Surgical positions in Q4 2016 and 6 closed out, a net change of +8 holders.
  • The largest STAAR Surgical buyer in Q4 2016 was Baillie Gifford & Co, an estimated $4.98M added.
  • The largest STAAR Surgical seller in Q4 2016 was Morgan Stanley, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2016.