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STAAR Surgical

275 hedge funds and large institutions have $2.25B invested in STAAR Surgical in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

1.7% less ownership

Funds ownership: 98.59%96.89% (-1.7%)

10% less funds holding

Funds holding: 304275 (-29)

22% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $51.1M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

33% less capital invested

Capital invested by funds: $3.34B → $2.25B (-$1.09B)

40% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 63

Holders
275
Holders Change
-29
Holders Change %
-9.54%
% of All Funds
4.42%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
38
Increased
111
Reduced
94
Closed
63
Calls
$40.1M
Puts
$51.1M
Net Calls
-$11M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$426M +$12M +191,075 +2%
BlackRock
2
BlackRock
New York
$279M +$8.88M +141,542 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$258M +$5.55M +88,483 +2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$254M +$7.07M +112,653 +2%
State Street
5
State Street
Massachusetts
$78.7M +$3.62M +57,794 +4%
PAI
6
Palo Alto Investors
California
$60.2M +$8.98M +143,195 +13%
GCM
7
Geneva Capital Management
Wisconsin
$45.6M -$418K -6,669 -0.7%
EFM
8
E Fund Management
China
$43.8M +$10.7M +170,000 +23%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$43.8M +$1.95M +31,036 +4%
Principal Financial Group
10
Principal Financial Group
Iowa
$33.3M -$472K -7,525 -1%
Ensign Peak Advisors
11
Ensign Peak Advisors
Utah
$31.1M +$72.8K +1,160 +0.2%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$29.8M -$3M -47,795 -7%
Northern Trust
13
Northern Trust
Illinois
$29.4M -$74.1K -1,181 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$25.7M -$5.05M -80,570 -13%
ClearBridge Investments
15
ClearBridge Investments
New York
$25.5M +$279K +4,451 +0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$24.3M -$2.2M -35,032 -7%
DC
17
Defender Capital
North Carolina
$24.3M +$5.54M +88,274 +21%
Millennium Management
18
Millennium Management
New York
$21.6M +$16.4M +261,964 +143%
Charles Schwab
19
Charles Schwab
California
$19.5M +$470K +7,500 +2%
ACL
20
APEIRON Capital Ltd
Hong Kong
$16.4M -$4.36M -69,461 -17%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$16.2M -$499K -7,962 -2%
Norges Bank
22
Norges Bank
Norway
$14.1M +$5.9M +94,016 +48%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.7M +$3.4M +54,251 +24%
EAM
24
Eagle Asset Management
Florida
$12.7M -$663K -10,573 -4%
Artisan Partners
25
Artisan Partners
Wisconsin
$11.5M -$18.2M -289,815 -55%

STAA Hedge Fund Activity: Q4 2022 in Review

275 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2022, worth a combined $2.25B — down 33% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of STAA and 38 opened new positions — a net loss of 25 holders — while 94 trimmed existing stakes and 111 added.

The largest buyer was Millennium Management, adding an estimated $16.4M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $30.6M sold.

  • 275 institutional investors held STAAR Surgical (STAA) as of Q4 2022, down from 304 in Q3 2022.
  • Funds reported $2.25B of STAAR Surgical stock for Q4 2022, down 33% quarter-over-quarter.
  • 38 funds opened new STAAR Surgical positions in Q4 2022 and 63 closed out, a net change of -25 holders.
  • The largest STAAR Surgical buyer in Q4 2022 was Millennium Management, an estimated $16.4M added.
  • The largest STAAR Surgical seller in Q4 2022 was Next Century Growth Investors, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2022.