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STAAR Surgical

251 hedge funds and large institutions have $3.13B invested in STAAR Surgical in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 100 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $2.25B → $3.13B (+$873M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4.59% more ownership

Funds ownership: 96.89%101.48% (+4.6%)

5% less call options, than puts

Call options by funds: $35.7M | Put options by funds: $37.5M

9% less funds holding

Funds holding: 275251 (-24)

21% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 100

37% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 57

Holders
251
Holders Change
-24
Holders Change %
-8.73%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
36
Increased
79
Reduced
100
Closed
57
Calls
$35.7M
Puts
$37.5M
Net Calls
-$1.73M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$562M
BlackRock
2
BlackRock
New York
$374M +$7.47M +114,495 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$328M -$11.7M -179,128 -3%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$328M -$7.58M -116,115 -2%
AIM
5
Anatole Investment Management
Hong Kong
$131M +$133M +2,042,744 New
State Street
6
State Street
Massachusetts
$108M +$3.98M +60,914 +4%
PAI
7
Palo Alto Investors
California
$86.2M +$7M +107,245 +9%
GCM
8
Geneva Capital Management
Wisconsin
$61.3M +$1.14M +17,400 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$60.2M +$2.59M +39,645 +4%
EFM
10
E Fund Management
China
$57.7M
YRHAM
11
Yong Rong (HK) Asset Management
Hong Kong
$44.5M +$45.4M +696,230 New
Principal Financial Group
12
Principal Financial Group
Iowa
$43.3M -$514K -7,879 -1%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$39.7M +$511K +7,826 +1%
Northern Trust
14
Northern Trust
Illinois
$39M +$285K +4,374 +0.7%
ClearBridge Investments
15
ClearBridge Investments
New York
$34.5M +$974K +14,930 +3%
ACL
16
APEIRON Capital Ltd
Hong Kong
$33.4M +$12.1M +185,386 +55%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$31.8M -$300K -4,593 -0.9%
DC
18
Defender Capital
North Carolina
$31.4M -$625K -9,574 -2%
Goldman Sachs
19
Goldman Sachs
New York
$29.5M +$17.2M +263,897 +134%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$28.6M -$12.6M -193,437 -30%
CCM
21
CloudAlpha Capital Management
Hong Kong
$28.2M +$28.7M +440,300 New
Charles Schwab
22
Charles Schwab
California
$25.1M -$676K -10,357 -3%
N
23
Nuveen
North Carolina
$24.8M +$12M +183,701 +90%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$23.8M +$2.9M +44,454 +14%
Norges Bank
25
Norges Bank
Norway
$22.7M +$4.19M +64,238 +22%

STAA Hedge Fund Activity: Q1 2023 in Review

251 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2023, worth a combined $3.13B — up 39% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of STAA and 36 opened new positions — a net loss of 21 holders — while 100 trimmed existing stakes and 79 added.

The largest buyer was Yong Rong (HK) Asset Management, opening a new position worth an estimated $45.4M. The largest seller was Millennium Management, cutting an estimated $28.8M.

  • 251 institutional investors held STAAR Surgical (STAA) as of Q1 2023, down from 275 in Q4 2022.
  • Funds reported $3.13B of STAAR Surgical stock for Q1 2023, up 39% quarter-over-quarter.
  • 36 funds opened new STAAR Surgical positions in Q1 2023 and 57 closed out, a net change of -21 holders.
  • The largest STAAR Surgical buyer in Q1 2023 was Yong Rong (HK) Asset Management, an estimated $45.4M added.
  • The largest STAAR Surgical seller in Q1 2023 was Millennium Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2023.