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STAAR Surgical

194 hedge funds and large institutions have $1.83B invested in STAAR Surgical in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 12

156% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $8.67M

68% more capital invested

Capital invested by funds: $1.08B → $1.83B (+$741M)

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more funds holding

Funds holding: 151194 (+43)

2.53% more ownership

Funds ownership: 84.02%86.56% (+2.5%)

Holders
194
Holders Change
+43
Holders Change %
+28.48%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
55
Increased
68
Reduced
49
Closed
12
Calls
$22.2M
Puts
$8.67M
Net Calls
+$13.5M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$521M
PAI
2
Palo Alto Investors
California
$169M
BlackRock
3
BlackRock
New York
$147M +$9.21M +224,997 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$132M +$42.7M +1,042,724 +61%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$74.4M +$16M +391,629 +34%
State Street
6
State Street
Massachusetts
$50.6M +$12.4M +301,698 +40%
Renaissance Technologies
7
Renaissance Technologies
New York
$43.5M +$11.8M +287,000 +46%
Millennium Management
8
Millennium Management
New York
$42.4M +$12.1M +294,892 +50%
Northern Trust
9
Northern Trust
Illinois
$25.9M +$1.76M +42,865 +9%
Deutsche Bank
10
Deutsche Bank
Germany
$24.7M +$14M +340,739 +196%
PI
11
Putnam Investments
Massachusetts
$23.1M -$82.7M -2,018,632 -81%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$19.3M +$1.24M +30,364 +8%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$18.8M +$1.36M +33,222 +9%
SSA
14
Schonfeld Strategic Advisors
New York
$16.4M +$9.79M +239,100 +231%
Invesco
15
Invesco
Georgia
$15.6M +$7.53M +183,849 +130%
Two Sigma Investments
16
Two Sigma Investments
New York
$15.5M -$894K -21,846 -6%
TCIM
17
TIAA CREF Investment Management
New York
$15.3M +$3.35M +81,841 +34%
AQR Capital Management
18
AQR Capital Management
Connecticut
$15.2M +$2.47M +60,398 +24%
KCM
19
Kornitzer Capital Management
Kansas
$12.9M +$11M +268,595 New
Goldman Sachs
20
Goldman Sachs
New York
$12.5M +$4.1M +100,116 +63%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.4M +$1.78M +43,505 +20%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$12.2M +$958K +23,400 +10%
MWNA
23
Marshall Wace North America
New York
$12.2M +$10.4M +253,536 New
NCGI
24
Next Century Growth Investors
Minnesota
$11.1M -$11.3M -275,812 -54%
DCM
25
Driehaus Capital Management
Illinois
$10.3M +$6.5M +158,661 +283%

STAA Hedge Fund Activity: Q3 2018 in Review

194 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2018, worth a combined $1.83B — up 68% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STAA positions and 12 closed out — a net gain of 43 holders — while 68 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $42.7M. The largest seller was Putnam Investments, cutting an estimated $82.7M.

  • 194 institutional investors held STAAR Surgical (STAA) as of Q3 2018, up from 151 in Q2 2018.
  • Funds reported $1.83B of STAAR Surgical stock for Q3 2018, up 68% quarter-over-quarter.
  • 55 funds opened new STAAR Surgical positions in Q3 2018 and 12 closed out, a net change of +43 holders.
  • The largest STAAR Surgical buyer in Q3 2018 was Vanguard Group, an estimated $42.7M added.
  • The largest STAAR Surgical seller in Q3 2018 was Putnam Investments, an estimated $82.7M sold.

Based on aggregated 13F filings for Q3 2018.