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STAAR Surgical

226 hedge funds and large institutions have $4.46B invested in STAAR Surgical in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 31

41% more capital invested

Capital invested by funds: $3.15B → $4.46B (+$1.31B)

40% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $44.7M

17% more funds holding

Funds holding: 193226 (+33)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.73% more ownership

Funds ownership: 86.29%91.02% (+4.7%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
226
Holders Change
+33
Holders Change %
+17.1%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
66
Increased
66
Reduced
73
Closed
31
Calls
$62.5M
Puts
$44.7M
Net Calls
+$17.7M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$1.01B -$125M -1,251,257 -12%
BlackRock
2
BlackRock
New York
$584M +$203M +2,025,745 +58%
Vanguard Group
3
Vanguard Group
Pennsylvania
$476M +$32.1M +320,733 +8%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$440M +$183M +1,823,987 +78%
PAI
5
Palo Alto Investors
California
$191M -$104M -1,035,437 -36%
State Street
6
State Street
Massachusetts
$153M +$46.1M +460,164 +47%
GCM
7
Geneva Capital Management
Wisconsin
$98.6M -$34.9M -348,267 -27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$83.5M +$8.02M +80,083 +11%
Ensign Peak Advisors
9
Ensign Peak Advisors
Utah
$77.1M +$5.16M +51,520 +8%
Northern Trust
10
Northern Trust
Illinois
$72.7M +$12.3M +123,168 +22%
Capital International Investors
11
Capital International Investors
California
$62.9M
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$55.5M -$9.98M -99,649 -16%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$50.6M +$25.5M +254,924 +113%
Artisan Partners
14
Artisan Partners
Wisconsin
$50.4M -$1.99M -19,886 -4%
Goldman Sachs
15
Goldman Sachs
New York
$48M +$13.8M +137,697 +43%
Morgan Stanley
16
Morgan Stanley
New York
$41.9M -$22.8M -227,673 -36%
ACL
17
APEIRON Capital Ltd
Hong Kong
$38.7M +$5.21M +52,000 +17%
Norges Bank
18
Norges Bank
Norway
$37.3M -$10.6M -106,054 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$34.2M -$14.2M -141,811 -30%
DC
20
Defender Capital
North Carolina
$33.6M -$12.4M -124,005 -28%
Charles Schwab
21
Charles Schwab
California
$33.3M +$1.13M +11,307 +4%
N
22
Nuveen
North Carolina
$32.3M -$3.69M -36,805 -11%
EFM
23
E Fund Management
China
$31.8M +$30.2M +301,652 New
Principal Financial Group
24
Principal Financial Group
Iowa
$30.7M +$16.2M +162,187 +126%
PVI
25
Pura Vida Investments
New York
$30.3M -$7.09M -70,818 -20%

STAA Hedge Fund Activity: Q1 2021 in Review

226 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2021, worth a combined $4.46B — up 41% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new STAA positions and 31 closed out — a net gain of 35 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $203M. The largest seller was Broadwood Capital, cutting an estimated $125M.

  • 226 institutional investors held STAAR Surgical (STAA) as of Q1 2021, up from 193 in Q4 2020.
  • Funds reported $4.46B of STAAR Surgical stock for Q1 2021, up 41% quarter-over-quarter.
  • 66 funds opened new STAAR Surgical positions in Q1 2021 and 31 closed out, a net change of +35 holders.
  • The largest STAAR Surgical buyer in Q1 2021 was BlackRock, an estimated $203M added.
  • The largest STAAR Surgical seller in Q1 2021 was Broadwood Capital, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.