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STAAR Surgical

90 hedge funds and large institutions have $398M invested in STAAR Surgical in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

17% more capital invested

Capital invested by funds: $340M → $398M (+$58.5M)

5% more funds holding

Funds holding: 8690 (+4)

0.98% more ownership

Funds ownership: 76.81%77.8% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$135M
PI
2
Putnam Investments
Massachusetts
$85.7M
PAI
3
Palo Alto Investors
California
$43.7M -$246K -22,018 -0.6%
BlackRock
4
BlackRock
New York
$31.5M +$259K +23,201 +0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.3M +$341K +30,619 +2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$8.7M +$358K +32,130 +5%
State Street
7
State Street
Massachusetts
$8.63M +$101K +9,077 +1%
CAM
8
Cortina Asset Management
Wisconsin
$6.18M -$910K -81,600 -14%
Northern Trust
9
Northern Trust
Illinois
$5.9M -$81K -7,266 -2%
GPGA
10
Grandeur Peak Global Advisors
Utah
$5.43M
Principal Financial Group
11
Principal Financial Group
Iowa
$3.76M +$36.8K +3,301 +1%
TAM
12
Tiverton Asset Management
Delaware
$3.65M -$350K -31,383 -10%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.35M +$924K +82,900 +44%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.26M -$67.6K -6,062 -2%
MC
15
Menta Capital
California
$2.54M -$30K -2,687 -1%
RHJA
16
Rice Hall James & Associates
California
$2.06M +$1.84M +165,095 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2M +$21.3K +1,911 +1%
TCIM
18
TIAA CREF Investment Management
New York
$1.85M -$13.3K -1,196 -0.8%
Morgan Stanley
19
Morgan Stanley
New York
$1.6M +$594K +53,237 +71%
MAG
20
Millrace Asset Group
Pennsylvania
$1.53M +$1.37M +122,767 New
CS
21
Candriam SCA
Luxembourg
$1.41M
SIAS
22
Shine Investment Advisory Services
Colorado
$1.4M
RPAM
23
Rhenman & Partners Asset Management
Sweden
$1.12M +$224K +20,050 +29%
TA
24
Teachers Advisors
New York
$1.05M +$2.32K +208 +0.2%
GHCM
25
Glen Harbor Capital Management
California
$1.01M -$97.4K -8,738 -10%

STAA Hedge Fund Activity: Q3 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2017, worth a combined $398M — up 17% from $340M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new STAA positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Rice Hall James & Associates, opening a new position worth an estimated $1.84M. The largest seller was Cortina Asset Management, cutting an estimated $910K.

  • 90 institutional investors held STAAR Surgical (STAA) as of Q3 2017, up from 86 in Q2 2017.
  • Funds reported $398M of STAAR Surgical stock for Q3 2017, up 17% quarter-over-quarter.
  • 12 funds opened new STAAR Surgical positions in Q3 2017 and 7 closed out, a net change of +5 holders.
  • The largest STAAR Surgical buyer in Q3 2017 was Rice Hall James & Associates, an estimated $1.84M added.
  • The largest STAAR Surgical seller in Q3 2017 was Cortina Asset Management, an estimated $910K sold.

Based on aggregated 13F filings for Q3 2017.