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STAAR Surgical

192 hedge funds and large institutions have $2.54B invested in STAAR Surgical in 2020 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

88% more capital invested

Capital invested by funds: $1.35B → $2.54B (+$1.19B)

20% more funds holding

Funds holding: 160192 (+32)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.49% less ownership

Funds ownership: 93.2%90.71% (-2.5%)

11% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 64

21% less call options, than puts

Call options by funds: $58.8M | Put options by funds: $74.3M

Holders
192
Holders Change
+32
Holders Change %
+20%
% of All Funds
3.94%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
53
Increased
57
Reduced
64
Closed
20
Calls
$58.8M
Puts
$74.3M
Net Calls
-$15.5M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$665M
Vanguard Group
2
Vanguard Group
Pennsylvania
$217M -$8.44M -206,663 -6%
BlackRock
3
BlackRock
New York
$187M +$5.08M +124,279 +4%
PAI
4
Palo Alto Investors
California
$174M -$18.7M -457,369 -14%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$133M +$8.05M +197,048 +10%
Capital International Investors
6
Capital International Investors
California
$118M
GCM
7
Geneva Capital Management
Wisconsin
$81.1M +$1.5M +36,728 +3%
State Street
8
State Street
Massachusetts
$65.4M -$1.14M -28,016 -3%
Artisan Partners
9
Artisan Partners
Wisconsin
$54.8M +$21.2M +518,164 +139%
Ensign Peak Advisors
10
Ensign Peak Advisors
Utah
$45.3M -$3.29M -80,517 -10%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$38M +$3.52M +86,233 +16%
TCM
12
TimesSquare Capital Management
New York
$37.9M -$8.73M -213,600 -26%
Northern Trust
13
Northern Trust
Illinois
$35.5M +$1.22M +29,953 +5%
DC
14
Defender Capital
North Carolina
$34.3M -$1.66M -40,733 -7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$33.6M +$481K +11,783 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$29.4M +$1.74M +42,648 +10%
WRF
17
Waddell & Reed Financial
Kansas
$28.7M -$23.4M -573,918 -55%
Principal Financial Group
18
Principal Financial Group
Iowa
$23.2M +$6.24M +152,751 +68%
N
19
Nuveen
North Carolina
$22.3M -$4.47M -109,491 -23%
PVI
20
Pura Vida Investments
New York
$22M -$5.36M -131,170 -27%
UBS AM
21
UBS AM
Illinois
$20.9M +$754K +18,452 +6%
AAMU
22
AEGON Asset Management (UK)
United Kingdom
$19.2M +$2.01M +49,219 +19%
RI
23
RTW Investments
New York
$19M -$15M -366,746 -54%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$18.4M +$1.93M +47,261 +19%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$14.8M +$9.83M +240,570 +216,730%

STAA Hedge Fund Activity: Q2 2020 in Review

192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q2 2020, worth a combined $2.54B — up 88% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new STAA positions and 20 closed out — a net gain of 33 holders — while 57 added to existing stakes and 64 trimmed.

The largest buyer was Artisan Partners, adding an estimated $21.2M. The largest seller was Waddell & Reed Financial, cutting an estimated $23.4M.

  • 192 institutional investors held STAAR Surgical (STAA) as of Q2 2020, up from 160 in Q1 2020.
  • Funds reported $2.54B of STAAR Surgical stock for Q2 2020, up 88% quarter-over-quarter.
  • 53 funds opened new STAAR Surgical positions in Q2 2020 and 20 closed out, a net change of +33 holders.
  • The largest STAAR Surgical buyer in Q2 2020 was Artisan Partners, an estimated $21.2M added.
  • The largest STAAR Surgical seller in Q2 2020 was Waddell & Reed Financial, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2020.