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STAAR Surgical

270 hedge funds and large institutions have $3.57B invested in STAAR Surgical in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

3.38% more ownership

Funds ownership: 90.31%93.69% (+3.4%)

3% less funds holding

Funds holding: 279270 (-9)

9% less capital invested

Capital invested by funds: $3.92B → $3.57B (-$346M)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

33% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $43.8M

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
42
Increased
106
Reduced
87
Closed
49
Calls
$29.3M
Puts
$43.8M
Net Calls
-$14.5M
Net Calls Change
+$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$687M
BlackRock
2
BlackRock
New York
$452M +$2.36M +31,657 +0.6%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$419M -$21.1M -283,194 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$407M +$9.15M +122,926 +2%
State Street
5
State Street
Massachusetts
$125M +$3.58M +48,083 +3%
PAI
6
Palo Alto Investors
California
$90.9M -$264K -3,543 -0.3%
GCM
7
Geneva Capital Management
Wisconsin
$72.7M +$11.8M +158,452 +21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$68.1M -$45.3K -608 -0.1%
Northern Trust
9
Northern Trust
Illinois
$50M -$1.72M -23,108 -4%
Ensign Peak Advisors
10
Ensign Peak Advisors
Utah
$48.1M -$13M -174,363 -22%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$41.1M +$1.44M +19,345 +4%
Norges Bank
12
Norges Bank
Norway
$32.5M
ACL
13
APEIRON Capital Ltd
Hong Kong
$32.5M
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$32.5M +$15.4M +206,853 +103%
Principal Financial Group
15
Principal Financial Group
Iowa
$32.4M +$4.77M +64,087 +19%
ClearBridge Investments
16
ClearBridge Investments
New York
$32.3M +$30.1M +404,689 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$32.3M -$324K -4,345 -1%
Charles Schwab
18
Charles Schwab
California
$31.5M +$1.29M +17,318 +5%
DC
19
Defender Capital
North Carolina
$31.1M +$8.94M +120,065 +45%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$27.7M -$492K -6,613 -2%
TCM
21
TimesSquare Capital Management
New York
$24.5M -$3.27M -43,900 -13%
Artisan Partners
22
Artisan Partners
Wisconsin
$23.4M +$21.8M +293,344 New
Morgan Stanley
23
Morgan Stanley
New York
$22.9M -$1.76M -23,616 -8%
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$21.7M +$2.42M +32,479 +14%
AAP
25
Ardsley Advisory Partners
Connecticut
$20.9M +$19.5M +261,450 New

STAA Hedge Fund Activity: Q1 2022 in Review

270 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2022, worth a combined $3.57B — down 8.8% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of STAA and 42 opened new positions — a net loss of 7 holders — while 87 trimmed existing stakes and 106 added.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $30.1M. The largest seller was Baillie Gifford & Co, cutting an estimated $21.1M.

  • 270 institutional investors held STAAR Surgical (STAA) as of Q1 2022, down from 279 in Q4 2021.
  • Funds reported $3.57B of STAAR Surgical stock for Q1 2022, down 8.8% quarter-over-quarter.
  • 42 funds opened new STAAR Surgical positions in Q1 2022 and 49 closed out, a net change of -7 holders.
  • The largest STAAR Surgical buyer in Q1 2022 was ClearBridge Investments, an estimated $30.1M added.
  • The largest STAAR Surgical seller in Q1 2022 was Baillie Gifford & Co, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2022.