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STAAR Surgical

177 hedge funds and large institutions have $2.24B invested in STAAR Surgical in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $8.74M

4% less ownership

Funds ownership: 90.71%86.71% (-4%)

8% less funds holding

Funds holding: 192177 (-15)

12% less capital invested

Capital invested by funds: $2.54B → $2.24B (-$298M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
177
Holders Change
-15
Holders Change %
-7.81%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
29
Increased
56
Reduced
70
Closed
44
Calls
$25.7M
Puts
$8.74M
Net Calls
+$16.9M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$611M -$219K -4,062 -0%
BlackRock
2
BlackRock
New York
$189M +$16.9M +313,007 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$184M -$14.4M -267,959 -8%
PAI
4
Palo Alto Investors
California
$158M -$1.59M -29,461 -1%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$131M +$8.4M +155,908 +7%
GCM
6
Geneva Capital Management
Wisconsin
$76.4M +$1.7M +31,581 +2%
State Street
7
State Street
Massachusetts
$57.9M -$2.14M -39,803 -4%
EIM
8
Elephas Investment Management
Hong Kong
$56.9M +$54.1M +1,005,298 New
Ensign Peak Advisors
9
Ensign Peak Advisors
Utah
$41.1M -$545K -10,126 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.2M +$6.93M +128,641 +24%
Capital International Investors
11
Capital International Investors
California
$36.8M -$68.2M -1,266,950 -66%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$35.6M +$643K +11,931 +2%
DC
13
Defender Capital
North Carolina
$33.4M +$1.77M +32,870 +6%
Northern Trust
14
Northern Trust
Illinois
$33M +$361K +6,701 +1%
TCM
15
TimesSquare Capital Management
New York
$31.4M -$3.27M -60,700 -10%
PVI
16
Pura Vida Investments
New York
$28.3M +$7.66M +142,220 +40%
Artisan Partners
17
Artisan Partners
Wisconsin
$27.8M -$21.5M -399,098 -45%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26.9M -$127K -2,367 -0.5%
Morgan Stanley
19
Morgan Stanley
New York
$26.5M +$15.4M +286,807 +158%
Norges Bank
20
Norges Bank
Norway
$21.5M +$20.5M +380,605 New
N
21
Nuveen
North Carolina
$20.7M +$207K +3,838 +1%
UBS AM
22
UBS AM
Illinois
$19.4M +$117K +2,174 +0.6%
Charles Schwab
23
Charles Schwab
California
$16.9M +$3.67M +68,096 +30%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$16.5M -$356K -6,612 -2%
NCGI
25
Next Century Growth Investors
Minnesota
$14.4M +$2.54M +47,242 +23%

STAA Hedge Fund Activity: Q3 2020 in Review

177 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2020, worth a combined $2.24B — down 12% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of STAA and 29 opened new positions — a net loss of 15 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was Elephas Investment Management, opening a new position worth an estimated $54.1M. The largest seller was Capital International Investors, cutting an estimated $68.2M.

  • 177 institutional investors held STAAR Surgical (STAA) as of Q3 2020, down from 192 in Q2 2020.
  • Funds reported $2.24B of STAAR Surgical stock for Q3 2020, down 12% quarter-over-quarter.
  • 29 funds opened new STAAR Surgical positions in Q3 2020 and 44 closed out, a net change of -15 holders.
  • The largest STAAR Surgical buyer in Q3 2020 was Elephas Investment Management, an estimated $54.1M added.
  • The largest STAAR Surgical seller in Q3 2020 was Capital International Investors, an estimated $68.2M sold.

Based on aggregated 13F filings for Q3 2020.