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STAAR Surgical
STAA

78 hedge funds and large institutions have $303M invested in STAAR Surgical in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.71% less ownership

Funds ownership: 76.67% → 75.96% (-0.71%)

3% less funds holding

Funds holding: 80 → 78 (-2)

10% less capital invested

Capital invested by funds: $338M → $303M (-$34.5M)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
20
Reduced
25
Closed
5
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1.29M

Top Buyers

1
BlackRock
BlackRock
New York
+$24.7M
2
PAI
Palo Alto Investors
California
+$867K
3
CS
Candriam SCA
Luxembourg
+$449K
4
MC
Menta Capital
California
+$370K
5
Two Sigma Investments
Two Sigma Investments
New York
+$313K

Top Sellers

1
ACM
Archon Capital Management
Washington
-$1.17M
2
GPGA
Grandeur Peak Global Advisors
Utah
-$949K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$932K
4
Morgan Stanley
Morgan Stanley
New York
-$613K
5
Citigroup
Citigroup
New York
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Broadwood Capital
New York
$106M – – –
PI
2
Putnam Investments
Massachusetts
$68.4M – – –
PAI
3
Palo Alto Investors
California
$34M +$867K +86,925 +3%
BlackRock
4
BlackRock
New York
$24.3M +$24.7M +2,473,135 +73,322%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.5M +$186K +18,621 +1%
State Street
6
State Street
Massachusetts
$6.22M +$80.1K +8,028 +1%
CAM
7
Cortina Asset Management
Wisconsin
$4.88M -$228K -22,874 -4%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$4.8M – – –
Northern Trust
9
Northern Trust
Illinois
$4.49M -$17.6K -1,768 -0.4%
GPGA
10
Grandeur Peak Global Advisors
Utah
$4.17M -$949K -95,105 -18%
TAM
11
Tiverton Asset Management
Delaware
$4.11M – – –
Principal Financial Group
12
Principal Financial Group
Iowa
$2.89M +$25.3K +2,537 +0.9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.4M +$144K +14,420 +6%
MC
14
Menta Capital
California
$1.82M +$370K +37,134 +25%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.57M +$13.9K +1,392 +0.9%
TCIM
16
TIAA CREF Investment Management
New York
$1.48M -$61.2K -6,139 -4%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.41M +$225K +22,600 +19%
GHCM
18
Glen Harbor Capital Management
California
$1.14M – – –
SIAS
19
Shine Investment Advisory Services
Colorado
$1.1M – – –
MCIM
20
Meadow Creek Investment Management
Georgia
$940K – – –
Morgan Stanley
21
Morgan Stanley
New York
$868K -$613K -61,455 -41%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$789K -$20K -2,000 -2%
EP
23
Elkfork Partners
Oregon
$739K – – –
TA
24
Teachers Advisors
New York
$726K +$21.6K +2,162 +3%
Wells Fargo
25
Wells Fargo
California
$659K +$157K +15,769 +31%
1
2 3 4

STAA Hedge Fund Activity: Q1 2017 in Review

78 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2017, worth a combined $303M — down 10% from $338M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STAA positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $24.7M. The largest seller was Archon Capital Management, cutting an estimated $1.17M.

  • 78 institutional investors held STAAR Surgical (STAA) as of Q1 2017, down from 80 in Q4 2016.
  • Funds reported $303M of STAAR Surgical stock for Q1 2017, down 10% quarter-over-quarter.
  • 8 funds opened new STAAR Surgical positions in Q1 2017 and 5 closed out, a net change of +3 holders.
  • The largest STAAR Surgical buyer in Q1 2017 was BlackRock, an estimated $24.7M added.
  • The largest STAAR Surgical seller in Q1 2017 was Archon Capital Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2017.