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STAAR Surgical

217 hedge funds and large institutions have $2.15B invested in STAAR Surgical in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 65 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 65

4.95% more ownership

Funds ownership: 105.18%110.13% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

11% less funds holding

Funds holding: 245217 (-28)

20% less capital invested

Capital invested by funds: $2.67B → $2.15B (-$526M)

46% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 56

60% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $24.9M

Holders
217
Holders Change
-28
Holders Change %
-11.43%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
96
Reduced
65
Closed
56
Calls
$9.85M
Puts
$24.9M
Net Calls
-$15.1M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$372M +$22.5M +481,345 +5%
BlackRock
2
BlackRock
New York
$323M +$79.1M +1,689,411 +27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$218M +$23.1M +492,500 +10%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$198M -$9M -192,178 -4%
AIM
5
Anatole Investment Management
Hong Kong
$84.4M +$2.74M +58,615 +3%
JSP
6
Jackson Square Partners
California
$83.8M +$33.4M +713,892 +52%
State Street
7
State Street
Massachusetts
$74.4M +$4.53M +96,648 +6%
PAI
8
Palo Alto Investors
California
$55.2M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40.4M +$427K +9,110 +0.9%
GCM
10
Geneva Capital Management
Wisconsin
$38.3M +$138K +2,949 +0.3%
Citadel Advisors
11
Citadel Advisors
Florida
$38M +$29.6M +631,948 +201%
Goldman Sachs
12
Goldman Sachs
New York
$33.8M +$1.86M +39,663 +5%
Morgan Stanley
13
Morgan Stanley
New York
$33.4M +$23.6M +503,488 +154%
EFM
14
E Fund Management
China
$31.4M -$5.62M -120,000 -13%
DC
15
Defender Capital
North Carolina
$21.8M +$1.22M +26,045 +5%
ClearBridge Investments
16
ClearBridge Investments
New York
$21.7M -$69.2K -1,478 -0.3%
Northern Trust
17
Northern Trust
Illinois
$21.2M -$4.11M -87,727 -14%
Principal Financial Group
18
Principal Financial Group
Iowa
$18.4M +$37.5K +801 +0.2%
Ensign Peak Advisors
19
Ensign Peak Advisors
Utah
$18.4M -$8.01K -171 -0%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17.8M -$1.49M -31,717 -7%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$17.5M -$515K -10,994 -2%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$16M -$856K -18,289 -4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$15.9M -$3.74M -79,849 -17%
Charles Schwab
24
Charles Schwab
California
$15.7M -$352K -7,522 -2%
SEI Investments
25
SEI Investments
Pennsylvania
$14.7M +$6.07M +129,543 +55%

STAA Hedge Fund Activity: Q3 2023 in Review

217 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2023, worth a combined $2.15B — down 20% from $2.67B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of STAA and 30 opened new positions — a net loss of 26 holders — while 65 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $79.1M. The largest seller was Man Group, exiting entirely with an estimated $19.2M sold.

  • 217 institutional investors held STAAR Surgical (STAA) as of Q3 2023, down from 245 in Q2 2023.
  • Funds reported $2.15B of STAAR Surgical stock for Q3 2023, down 20% quarter-over-quarter.
  • 30 funds opened new STAAR Surgical positions in Q3 2023 and 56 closed out, a net change of -26 holders.
  • The largest STAAR Surgical buyer in Q3 2023 was BlackRock, an estimated $79.1M added.
  • The largest STAAR Surgical seller in Q3 2023 was Man Group, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2023.