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STAAR Surgical

290 hedge funds and large institutions have $5.42B invested in STAAR Surgical in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

3% more funds holding

Funds holding: 282290 (+8)

0% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 110

0.33% less ownership

Funds ownership: 89.42%89.09% (-0.33%)

15% less capital invested

Capital invested by funds: $6.39B → $5.42B (-$967M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

54% less call options, than puts

Call options by funds: $81.5M | Put options by funds: $179M

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
48
Increased
110
Reduced
110
Closed
37
Calls
$81.5M
Puts
$179M
Net Calls
-$97.6M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$1.11B -$91.7K -655 -0%
BlackRock
2
BlackRock
New York
$711M +$10.7M +76,235 +1%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$702M -$15.6M -111,813 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$620M +$33.7M +240,654 +5%
State Street
5
State Street
Massachusetts
$191M +$1.33M +9,510 +0.6%
PAI
6
Palo Alto Investors
California
$147M -$17.8M -127,300 -10%
Ensign Peak Advisors
7
Ensign Peak Advisors
Utah
$110M -$3.43M -24,522 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$107M +$492K +3,519 +0.4%
GCM
9
Geneva Capital Management
Wisconsin
$89.5M -$17.6M -125,697 -15%
Northern Trust
10
Northern Trust
Illinois
$84.5M -$2.68M -19,168 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$65.5M +$1.04M +7,400 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$52.4M +$13.6M +97,397 +31%
Invesco
13
Invesco
Georgia
$51.5M -$43.2M -308,974 -44%
ACL
14
APEIRON Capital Ltd
Hong Kong
$50.5M +$3.64M +26,000 +7%
Charles Schwab
15
Charles Schwab
California
$47M +$3.26M +23,265 +7%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$46.6M -$764K -5,463 -1%
Norges Bank
17
Norges Bank
Norway
$46.6M +$1.51M +10,772 +3%
Principal Financial Group
18
Principal Financial Group
Iowa
$44M +$7.42M +53,032 +18%
N
19
Nuveen
North Carolina
$36.3M -$2.02M -14,442 -5%
ACM
20
ACT Capital Management
Pennsylvania
$34.5M +$5.12M +36,600 +16%
UBS AM
21
UBS AM
Illinois
$34M -$575K -4,107 -2%
DC
22
Defender Capital
North Carolina
$32.1M -$440K -3,142 -1%
EAM
23
Eagle Asset Management
Florida
$30.8M -$87.2K -623 -0.3%
Morgan Stanley
24
Morgan Stanley
New York
$29.9M -$17.8M -127,473 -35%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$26.3M +$28.6M +204,481 New

STAA Hedge Fund Activity: Q3 2021 in Review

290 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2021, worth a combined $5.42B — down 15% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new STAA positions and 37 closed out — a net gain of 11 holders — while 110 added to existing stakes and 110 trimmed.

The largest buyer was Vanguard Group, adding an estimated $33.7M. The largest seller was Capital International Investors, exiting entirely with an estimated $43.8M sold.

  • 290 institutional investors held STAAR Surgical (STAA) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $5.42B of STAAR Surgical stock for Q3 2021, down 15% quarter-over-quarter.
  • 48 funds opened new STAAR Surgical positions in Q3 2021 and 37 closed out, a net change of +11 holders.
  • The largest STAAR Surgical buyer in Q3 2021 was Vanguard Group, an estimated $33.7M added.
  • The largest STAAR Surgical seller in Q3 2021 was Capital International Investors, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.