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STAAR Surgical

245 hedge funds and large institutions have $2.67B invested in STAAR Surgical in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.7% more ownership

Funds ownership: 101.48%105.18% (+3.7%)

2% less funds holding

Funds holding: 251245 (-6)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

14% less capital invested

Capital invested by funds: $3.13B → $2.67B (-$451M)

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

47% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $22.2M

Holders
245
Holders Change
-6
Holders Change %
-2.39%
% of All Funds
3.85%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
39
Increased
74
Reduced
92
Closed
44
Calls
$11.7M
Puts
$22.2M
Net Calls
-$10.5M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$462M
BlackRock
2
BlackRock
New York
$333M +$29.6M +486,781 +8%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$269M -$855K -14,037 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$259M -$11.9M -194,660 -4%
AIM
5
Anatole Investment Management
Hong Kong
$107M
State Street
6
State Street
Massachusetts
$92.2M +$4.35M +71,351 +4%
PAI
7
Palo Alto Investors
California
$72.3M +$1.67M +27,500 +2%
JSP
8
Jackson Square Partners
California
$72.1M +$83.5M +1,371,536 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$52.4M +$3.38M +55,492 +6%
GCM
10
Geneva Capital Management
Wisconsin
$50M -$416K -6,828 -0.7%
EFM
11
E Fund Management
China
$47.4M
Goldman Sachs
12
Goldman Sachs
New York
$42.1M +$20.7M +339,656 +74%
Northern Trust
13
Northern Trust
Illinois
$32.4M +$319K +5,234 +0.9%
Millennium Management
14
Millennium Management
New York
$32M +$36.9M +605,710 +19,012%
ClearBridge Investments
15
ClearBridge Investments
New York
$28.5M +$70.9K +1,165 +0.2%
DC
16
Defender Capital
North Carolina
$27.2M +$1.57M +25,855 +5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$25.1M +$6.41M +105,245 +28%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.9M -$1.41M -23,144 -5%
Ensign Peak Advisors
19
Ensign Peak Advisors
Utah
$24.1M +$736K +12,084 +3%
Principal Financial Group
20
Principal Financial Group
Iowa
$24.1M -$13.4M -220,042 -32%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$23.4M +$14.3M +234,493 +111%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$21.9M -$12.4M -203,562 -33%
Man Group
23
Man Group
United Kingdom
$21.5M +$24.9M +409,010 New
Charles Schwab
24
Charles Schwab
California
$20.9M +$369K +6,061 +2%
ACL
25
APEIRON Capital Ltd
Hong Kong
$20.8M -$7.79M -127,872 -24%

STAA Hedge Fund Activity: Q2 2023 in Review

245 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q2 2023, worth a combined $2.67B — down 14% from $3.13B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of STAA and 39 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 74 added.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $83.5M. The largest seller was Yong Rong (HK) Asset Management, exiting entirely with an estimated $44.5M sold.

  • 245 institutional investors held STAAR Surgical (STAA) as of Q2 2023, down from 251 in Q1 2023.
  • Funds reported $2.67B of STAAR Surgical stock for Q2 2023, down 14% quarter-over-quarter.
  • 39 funds opened new STAAR Surgical positions in Q2 2023 and 44 closed out, a net change of -5 holders.
  • The largest STAAR Surgical buyer in Q2 2023 was Jackson Square Partners, an estimated $83.5M added.
  • The largest STAAR Surgical seller in Q2 2023 was Yong Rong (HK) Asset Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2023.