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STAAR Surgical

106 hedge funds and large institutions have $507M invested in STAAR Surgical in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

27% more capital invested

Capital invested by funds: $398M → $507M (+$109M)

18% more funds holding

Funds holding: 90106 (+16)

1.63% more ownership

Funds ownership: 77.8%79.43% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

81% less call options, than puts

Call options by funds: $168K | Put options by funds: $874K

Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
23
Closed
8
Calls
$168K
Puts
$874K
Net Calls
-$706K
Net Calls Change
-$706K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$168M
PI
2
Putnam Investments
Massachusetts
$97.6M -$8.66M -583,004 -8%
PAI
3
Palo Alto Investors
California
$54.2M -$153K -10,300 -0.3%
BlackRock
4
BlackRock
New York
$40.5M +$1.19M +79,933 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20.7M +$394K +26,483 +2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$12.3M +$1.39M +93,665 +13%
State Street
7
State Street
Massachusetts
$11.3M +$501K +33,751 +5%
Northern Trust
8
Northern Trust
Illinois
$7.18M -$162K -10,896 -2%
Millennium Management
9
Millennium Management
New York
$7.15M +$6.86M +461,476 New
CAM
10
Cortina Asset Management
Wisconsin
$7M -$661K -44,518 -9%
GPGA
11
Grandeur Peak Global Advisors
Utah
$5.08M -$1.61M -108,269 -25%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.93M +$727K +48,900 +18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.25M +$186K +12,550 +5%
Principal Financial Group
14
Principal Financial Group
Iowa
$3.33M -$1.3M -87,288 -29%
Deutsche Bank
15
Deutsche Bank
Germany
$2.75M +$1.51M +101,573 +133%
Morgan Stanley
16
Morgan Stanley
New York
$2.58M +$562K +37,830 +29%
Two Sigma Investments
17
Two Sigma Investments
New York
$2.53M +$1.29M +86,831 +114%
RHJA
18
Rice Hall James & Associates
California
$2.44M -$109K -7,336 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.43M -$57.5K -3,868 -2%
TCIM
20
TIAA CREF Investment Management
New York
$2.29M -$13.8K -926 -0.6%
FHAM
21
Folger Hill Asset Management
New York
$2.17M +$2.08M +140,000 New
TAM
22
Tiverton Asset Management
Delaware
$2.13M -$2.32M -156,165 -53%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.75M +$1.03M +69,200 +157%
CS
24
Candriam SCA
Luxembourg
$1.75M
SIAS
25
Shine Investment Advisory Services
Colorado
$1.74M

STAA Hedge Fund Activity: Q4 2017 in Review

106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2017, worth a combined $507M — up 27% from $398M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new STAA positions and 8 closed out — a net gain of 16 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $6.86M. The largest seller was Putnam Investments, cutting an estimated $8.66M.

  • 106 institutional investors held STAAR Surgical (STAA) as of Q4 2017, up from 90 in Q3 2017.
  • Funds reported $507M of STAAR Surgical stock for Q4 2017, up 27% quarter-over-quarter.
  • 24 funds opened new STAAR Surgical positions in Q4 2017 and 8 closed out, a net change of +16 holders.
  • The largest STAAR Surgical buyer in Q4 2017 was Millennium Management, an estimated $6.86M added.
  • The largest STAAR Surgical seller in Q4 2017 was Putnam Investments, an estimated $8.66M sold.

Based on aggregated 13F filings for Q4 2017.