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STAAR Surgical

155 hedge funds and large institutions have $1.19B invested in STAAR Surgical in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 42 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $2.33M

69% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 42

2.18% more ownership

Funds ownership: 88.86%91.04% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11% less capital invested

Capital invested by funds: $1.34B → $1.19B (-$154M)

16% less funds holding

Funds holding: 185155 (-30)

55% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 47

Holders
155
Holders Change
-30
Holders Change %
-16.22%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
21
Increased
71
Reduced
42
Closed
47
Calls
$14.8M
Puts
$2.33M
Net Calls
+$12.4M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$318M +$2.89M +100,000 +0.9%
PAI
2
Palo Alto Investors
California
$124M +$524K +18,149 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$110M +$3.76M +130,379 +4%
BlackRock
4
BlackRock
New York
$83.4M -$3.51M -121,744 -4%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$52.2M +$98.8K +3,421 +0.2%
State Street
6
State Street
Massachusetts
$36.1M +$2.64M +91,311 +8%
TCM
7
TimesSquare Capital Management
New York
$30M +$29.5M +1,021,000 New
WRF
8
Waddell & Reed Financial
Kansas
$27M +$4.22M +146,283 +19%
DM
9
Deerfield Management
New York
$25.8M +$25.3M +876,512 New
N
10
Nuveen
North Carolina
$21.7M +$20.4M +705,217 +2,140%
DC
11
Defender Capital
North Carolina
$18.1M +$2.23M +77,142 +15%
PVI
12
Pura Vida Investments
New York
$15.8M +$7.04M +243,758 +83%
Marshall Wace
13
Marshall Wace
United Kingdom
$15.8M +$9.72M +336,624 +167%
Northern Trust
14
Northern Trust
Illinois
$15.8M +$134K +4,655 +0.9%
CCM
15
Consonance Capital Management
New York
$14.2M +$14M +484,557 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$13.2M +$110K +3,826 +0.9%
AQR Capital Management
17
AQR Capital Management
Connecticut
$11.7M +$801K +27,735 +8%
Principal Financial Group
18
Principal Financial Group
Iowa
$11.1M +$1.95M +67,655 +22%
AAP
19
Ardsley Advisory Partners
Connecticut
$11M +$10.5M +365,000 +3,650%
Capital International Investors
20
Capital International Investors
California
$10.3M +$10.1M +350,800 New
TAM
21
Tiverton Asset Management
Delaware
$9.6M +$4.43M +153,387 +88%
Goldman Sachs
22
Goldman Sachs
New York
$9.56M -$3.75M -129,892 -29%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$8.6M +$110K +3,800 +1%
KCM
24
Kornitzer Capital Management
Kansas
$8.6M +$3.68M +127,525 +77%
CAM
25
Cortina Asset Management
Wisconsin
$7.89M +$2.49M +86,184 +47%

STAA Hedge Fund Activity: Q2 2019 in Review

155 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q2 2019, worth a combined $1.19B — down 11% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of STAA and 21 opened new positions — a net loss of 26 holders — while 42 trimmed existing stakes and 71 added.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $29.5M. The largest seller was Bridger Management, exiting entirely with an estimated $17.6M sold.

  • 155 institutional investors held STAAR Surgical (STAA) as of Q2 2019, down from 185 in Q1 2019.
  • Funds reported $1.19B of STAAR Surgical stock for Q2 2019, down 11% quarter-over-quarter.
  • 21 funds opened new STAAR Surgical positions in Q2 2019 and 47 closed out, a net change of -26 holders.
  • The largest STAAR Surgical buyer in Q2 2019 was TimesSquare Capital Management, an estimated $29.5M added.
  • The largest STAAR Surgical seller in Q2 2019 was Bridger Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2019.