We are live on ! Find out more
STAA icon

STAAR Surgical

198 hedge funds and large institutions have $1.86B invested in STAAR Surgical in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $11.5M

15% more capital invested

Capital invested by funds: $1.62B → $1.86B (+$243M)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

4% less funds holding

Funds holding: 207198 (-9)

6.73% less ownership

Funds ownership: 106.06%99.33% (-6.7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 45

Holders
198
Holders Change
-9
Holders Change %
-4.35%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
64
Reduced
67
Closed
45
Calls
$19.4M
Puts
$11.5M
Net Calls
+$7.95M
Net Calls Change
+$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$412M +$7.5M +230,595 +2%
BlackRock
2
BlackRock
New York
$296M -$14.2M -436,460 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$210M +$280K +8,610 +0.2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$158M -$10.8M -333,308 -7%
State Street
5
State Street
Massachusetts
$74.1M +$59.2K +1,822 +0.1%
PAI
6
Palo Alto Investors
California
$52.8M +$85.8K +2,640 +0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$42.1M +$1.34M +41,182 +4%
RAM
8
Resona Asset Management
Japan
$37.7M +$32M +984,331 New
Morgan Stanley
9
Morgan Stanley
New York
$36.1M -$11.7M -360,315 -28%
Bank of America
10
Bank of America
North Carolina
$33.2M +$15.4M +473,101 +120%
DC
11
Defender Capital
North Carolina
$28M +$255K +7,855 +1%
GCM
12
Geneva Capital Management
Wisconsin
$27.2M -$6.73M -206,962 -23%
Ensign Peak Advisors
13
Ensign Peak Advisors
Utah
$20.5M +$3.53M +108,686 +25%
Northern Trust
14
Northern Trust
Illinois
$19.9M -$113K -3,471 -0.7%
YC
15
Yunqi Capital
Hong Kong
$19.7M +$10.4M +318,600 +162%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.2M +$2.38M +73,235 +18%
Artisan Partners
17
Artisan Partners
Wisconsin
$18M +$5.99M +184,291 +65%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$16.6M -$7.9M -243,049 -36%
Charles Schwab
19
Charles Schwab
California
$15.9M +$870K +26,759 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$15.3M -$104K -3,194 -0.8%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$15.1M -$231K -7,094 -2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$14M -$113K -3,468 -0.9%
ACL
23
APEIRON Capital Ltd
Hong Kong
$13.4M -$13K -400 -0.1%
ACM
24
American Capital Management
New York
$13.1M +$4.2M +129,066 +60%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.6M +$704K +21,662 +8%

STAA Hedge Fund Activity: Q1 2024 in Review

198 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2024, worth a combined $1.86B — up 15% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of STAA and 37 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 64 added.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $52.9M sold.

  • 198 institutional investors held STAAR Surgical (STAA) as of Q1 2024, down from 207 in Q4 2023.
  • Funds reported $1.86B of STAAR Surgical stock for Q1 2024, up 15% quarter-over-quarter.
  • 37 funds opened new STAAR Surgical positions in Q1 2024 and 45 closed out, a net change of -8 holders.
  • The largest STAAR Surgical buyer in Q1 2024 was Bank of America, an estimated $15.4M added.
  • The largest STAAR Surgical seller in Q1 2024 was Jackson Square Partners, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2024.