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STAAR Surgical

236 hedge funds and large institutions have $1.83B invested in STAAR Surgical in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $9.05M

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 223236 (+13)

2.29% more ownership

Funds ownership: 97.86%100.15% (+2.3%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

20% less capital invested

Capital invested by funds: $2.29B → $1.83B (-$458M)

Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
3.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
44
Increased
76
Reduced
80
Closed
29
Calls
$17.7M
Puts
$9.05M
Net Calls
+$8.61M
Net Calls Change
+$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$400M
BlackRock
2
BlackRock
New York
$284M +$5.63M +151,067 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$206M +$1.62M +43,312 +0.8%
State Street
4
State Street
Massachusetts
$72.1M +$389K +10,430 +0.5%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$54.3M -$82.9M -2,221,897 -60%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$43.6M +$1.16M +31,212 +3%
PAI
7
Palo Alto Investors
California
$40.6M -$10.8M -290,011 -21%
RAM
8
Resona Asset Management
Japan
$37.8M +$4.79M +128,546 +14%
Citadel Advisors
9
Citadel Advisors
Florida
$34.7M +$29.4M +787,895 +538%
Morgan Stanley
10
Morgan Stanley
New York
$31.4M +$2.47M +66,135 +9%
Millennium Management
11
Millennium Management
New York
$31.3M +$24.7M +663,448 +371%
GCM
12
Geneva Capital Management
Wisconsin
$25.8M +$83.6K +2,241 +0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$25.3M +$8.3M +222,669 +48%
DC
14
Defender Capital
North Carolina
$25.2M +$1.06M +28,430 +4%
Northern Trust
15
Northern Trust
Illinois
$23.3M -$488K -13,082 -2%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$21M -$993K -26,619 -4%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$19.7M -$820 -22 -0%
YC
18
Yunqi Capital
Hong Kong
$19.1M
ACM
19
American Capital Management
New York
$19.1M +$5.74M +154,037 +43%
AC
20
Armistice Capital
New York
$18.4M +$18.5M +496,500 New
Bank of America
21
Bank of America
North Carolina
$18.3M +$1.16M +31,166 +7%
Artisan Partners
22
Artisan Partners
Wisconsin
$16.7M -$716K -19,206 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$16.4M -$1.08M -28,925 -6%
Charles Schwab
24
Charles Schwab
California
$15.8M -$169K -4,521 -1%
Marshall Wace
25
Marshall Wace
United Kingdom
$12.8M +$6.15M +164,872 +92%

STAA Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2024, worth a combined $1.83B — down 20% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new STAA positions and 29 closed out — a net gain of 15 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $29.4M. The largest seller was Baillie Gifford & Co, cutting an estimated $82.9M.

  • 236 institutional investors held STAAR Surgical (STAA) as of Q3 2024, up from 223 in Q2 2024.
  • Funds reported $1.83B of STAAR Surgical stock for Q3 2024, down 20% quarter-over-quarter.
  • 44 funds opened new STAAR Surgical positions in Q3 2024 and 29 closed out, a net change of +15 holders.
  • The largest STAAR Surgical buyer in Q3 2024 was Citadel Advisors, an estimated $29.4M added.
  • The largest STAAR Surgical seller in Q3 2024 was Baillie Gifford & Co, an estimated $82.9M sold.

Based on aggregated 13F filings for Q3 2024.