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STAAR Surgical

207 hedge funds and large institutions have $1.62B invested in STAAR Surgical in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.08% less ownership

Funds ownership: 110.13%106.06% (-4.1%)

5% less funds holding

Funds holding: 217207 (-10)

12% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $13.8M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

25% less capital invested

Capital invested by funds: $2.15B → $1.62B (-$533M)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

37% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 90

Holders
207
Holders Change
-10
Holders Change %
-4.61%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
57
Reduced
90
Closed
36
Calls
$12.1M
Puts
$13.8M
Net Calls
-$1.71M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$329M +$45.8M +1,273,408 +14%
BlackRock
2
BlackRock
New York
$255M +$4.71M +131,032 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$171M +$1.55M +43,083 +0.8%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$139M -$16.9M -469,918 -10%
State Street
5
State Street
Massachusetts
$60.4M +$2.99M +83,295 +4%
JSP
6
Jackson Square Partners
California
$52.9M -$14M -390,436 -19%
PAI
7
Palo Alto Investors
California
$43M +$76.5K +2,128 +0.2%
Morgan Stanley
8
Morgan Stanley
New York
$40.6M +$17M +472,176 +57%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.1M +$1.9M +52,787 +5%
GCM
10
Geneva Capital Management
Wisconsin
$28.7M -$1.29M -35,822 -4%
DC
11
Defender Capital
North Carolina
$22.6M +$6.44M +179,135 +33%
Voloridge Investment Management
12
Voloridge Investment Management
Florida
$21.2M +$14.6M +406,551 +150%
AIM
13
Anatole Investment Management
Hong Kong
$20.8M -$51.6M -1,436,217 -68%
Northern Trust
14
Northern Trust
Illinois
$16.4M -$129K -3,587 -0.7%
Millennium Management
15
Millennium Management
New York
$15.8M +$7.03M +195,616 +63%
Norges Bank
16
Norges Bank
Norway
$13.6M +$10.1M +280,726 +181%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$13.4M -$1.1M -30,496 -7%
Citadel Advisors
18
Citadel Advisors
Florida
$12.8M -$19.3M -536,756 -57%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.6M -$1.41M -39,241 -9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12.6M +$2.79M +77,785 +24%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$12.5M +$108K +3,005 +0.8%
Bank of America
22
Bank of America
North Carolina
$12.3M +$2.38M +66,317 +20%
Charles Schwab
23
Charles Schwab
California
$12.2M -$38.5K -1,072 -0.3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$11.5M -$1.01M -28,152 -7%
ACL
25
APEIRON Capital Ltd
Hong Kong
$11M

STAA Hedge Fund Activity: Q4 2023 in Review

207 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2023, worth a combined $1.62B — down 25% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of STAA and 27 opened new positions — a net loss of 9 holders — while 90 trimmed existing stakes and 57 added.

The largest buyer was Broadwood Capital, adding an estimated $45.8M. The largest seller was Anatole Investment Management, cutting an estimated $51.6M.

  • 207 institutional investors held STAAR Surgical (STAA) as of Q4 2023, down from 217 in Q3 2023.
  • Funds reported $1.62B of STAAR Surgical stock for Q4 2023, down 25% quarter-over-quarter.
  • 27 funds opened new STAAR Surgical positions in Q4 2023 and 36 closed out, a net change of -9 holders.
  • The largest STAAR Surgical buyer in Q4 2023 was Broadwood Capital, an estimated $45.8M added.
  • The largest STAAR Surgical seller in Q4 2023 was Anatole Investment Management, an estimated $51.6M sold.

Based on aggregated 13F filings for Q4 2023.