STAAR Surgical Company (STAA) Ownership

46.75 ↑0.41 (0.88%)
As of April 18, 2024, 3:59pm EST.

Institutional Ownership

BROADWOOD CAPITAL Inc is the biggest individual institutional holder of STAAR Surgical Company (STAA), owning a total of 10.5 million shares. Combined, the top 34 institutional holders of STAA own 99.86% of the company with a total of 48.7 million shares.

In the latest ownership report on December 31st 2023, the top 34 institutional holders decreased their combined ownership of STAA by 659 thousand shares. 10 institutions bought 2,183,013 total additional shares and increased their ownership by an average of 19.58%. However 9 institutions sold 2,842,163 total shares and decreased their ownership by an average of 18.75%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of STAAR Surgical Company decreased by a net total of -659,150 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BROADWOOD CAPITAL Inc21.565%13.745%10,537,8351,273,4082023-12-31
BlackRock Inc16.698%1.632%8,159,763131,0322023-12-31
Vanguard Group Inc11.191%0.794%5,468,71043,0832023-12-31
Baillie Gifford & Co Limited.9.103%-9.555%4,448,208-469,9182023-12-31
State Street Corporation3.959%4.500%1,934,43883,2952023-12-31
Jackson Square Partners, LLC3.469%-18.722%1,694,992-390,4362023-12-31
Palo Alto Investors, LLC2.818%0.155%1,376,9502,1282023-12-31
Geode Capital Management, LLC2.167%5.246%1,059,00052,7872023-12-31
Geneva Capital Management1.879%-3.755%918,156-35,8222023-12-31
Defender Capital, LLC.1.479%32.966%722,532179,1352023-12-31
Anatole Investment Management Ltd1.361%-68.347%665,142-1,436,2172023-12-31
Morgan Stanley - Brokerage Accounts1.332%-21.557%651,101-178,9252023-12-31
Goldman Sachs Group Inc1.193%-30.648%582,746-257,5212023-12-31
Northern Trust Corp1.073%-0.680%524,315-3,5872023-12-31
Millennium Management LLC1.035%63.125%505,501195,6162023-12-31
NORGES BANK0.893%49.659%436,223144,7442023-12-31
Ensign Peak Advisors Inc0.876%-6.652%427,934-30,4962023-12-31
Bank of New York Mellon Corp0.824%-8.879%402,704-39,2412023-12-31
Royal Bank of Canada0.823%23.977%402,19677,7852023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BROADWOOD CAPITAL Inc21.565%13.745%10,537,8351,273,4082023-12-31
BlackRock Inc16.698%1.632%8,159,763131,0322023-12-31
Vanguard Group Inc11.191%0.794%5,468,71043,0832023-12-31
Baillie Gifford & Co Limited.9.103%-9.555%4,448,208-469,9182023-12-31
State Street Corporation3.959%4.500%1,934,43883,2952023-12-31
Jackson Square Partners, LLC3.469%-18.722%1,694,992-390,4362023-12-31
Palo Alto Investors, LLC2.818%0.155%1,376,9502,1282023-12-31
Geode Capital Management, LLC2.167%5.246%1,059,00052,7872023-12-31
Citadel Advisors Llc1.935%201.498%945,573631,9482023-09-30
Geneva Capital Management1.879%-3.755%918,156-35,8222023-12-31
E Fund Management Co., Ltd.1.603%-13.299%782,296-120,0002023-09-30
Defender Capital, LLC.1.479%32.966%722,532179,1352023-12-31
Yong Rong (HK) Asset Management Ltd1.436%0.000%696,230696,2302023-03-31
Anatole Investment Management Ltd1.361%-68.347%665,142-1,436,2172023-12-31
Morgan Stanley - Brokerage Accounts1.332%-21.557%651,101-178,9252023-12-31
Goldman Sachs Group Inc1.193%-30.648%582,746-257,5212023-12-31
ClearBridge Advisors, LLC1.106%-0.273%539,905-1,4782023-09-30
Artisan Partners Limited Partnership1.092%-7.072%526,202-40,0472022-09-30
Northern Trust Corp1.073%-0.680%524,315-3,5872023-12-31
APEIRON CAPITAL Ltd1.082%54.907%523,025185,3862023-03-31
Millennium Management LLC1.035%63.125%505,501195,6162023-12-31
Dimensional Fund Advisors, Inc.0.983%28.333%476,702105,2452023-06-30
Principal Financial Group Inc0.939%0.175%458,4748012023-09-30
CloudAlpha Capital Management Limited/Hong Kong0.911%0.000%440,300440,3002023-03-31
NORGES BANK0.893%49.659%436,223144,7442023-12-31
Assenagon Asset Management SA0.891%-2.466%434,886-10,9942023-09-30
Next Century Growth Investors LLC0.900%-4.462%434,037-20,2732022-09-30
TimesSquare Capital Management, LLC0.891%6.703%429,51026,9802022-09-30
Ensign Peak Advisors Inc0.876%-6.652%427,934-30,4962023-12-31
Charles Schwab Investment Management Inc0.833%1.898%402,7277,5002022-12-31
Bank of New York Mellon Corp0.824%-8.879%402,704-39,2412023-12-31
Royal Bank of Canada0.823%23.977%402,19677,7852023-12-31
Kayne Anderson Rudnick Investment Management LLC0.817%-4.383%398,993-18,2892023-09-30
Loomis, Sayles & Company LP0.707%-1.193%340,911-4,1172022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of STAAR Surgical Company (STAA), owning a total of 3.3 million shares. Combined, the top 33 mutual fund holders of STAA own 44.81% of the company with a total of 21.9 million shares.

In the latest ownership report on March 28th 2024, the top 33 fund holders increased their combined ownership of STAA by 14 thousand shares. 2 funds bought 1,024 total additional shares and increased their ownership by an average of 0.08%. However 3 funds sold 14,631 total shares and decreased their ownership by an average of 0.48%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding STAAR Surgical Company decreased by a net total of -13,607 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.746%-0.358%3,296,391-11,8382024-03-28
iShares Russell 2000 ETF2.459%0.048%1,201,7635792024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF0.883%0.103%431,6974452024-03-28
iShares Russell 2000 Growth ETF0.873%-0.116%426,363-4962024-03-28
iShares S&P Small-Cap 600 Growth ETF0.596%0.000%291,01602024-03-28
iShares S&P Small-Cap 600 Value ETF0.480%-0.970%234,465-2,2972024-03-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.746%-0.358%3,296,391-11,8382024-03-28
iShares Core S&P Mid-Cap ETF3.179%0.486%1,541,7837,4522023-07-31
Vanguard Total Stock Mkt Idx Inv3.102%0.013%1,515,9551902024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr3.045%1.726%1,486,56525,2202023-03-31
Vanguard Small Cap Index2.575%0.941%1,258,39411,7252024-02-29
iShares Russell 2000 ETF2.459%0.048%1,201,7635792024-03-28
Baillie Gifford Global Discovery A Acc1.580%-2.567%772,131-20,3392024-02-29
E Fund Asian Elite1.576%0.000%770,00002023-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.475%0.070%720,8995072024-02-29
Vanguard Small Cap Growth Index Inv1.445%1.685%706,21311,7002024-02-29
Vanguard Extended Market Index Investor1.369%-0.018%664,128-1162023-08-31
Edinburgh Worldwide Ord1.029%-0.129%502,875-6472023-12-31
Fidelity Small Cap Index1.008%1.669%492,3688,0842024-01-31
Fidelity® Small Cap Index0.960%2.745%468,63012,5202023-10-31
UBS: US Equity Small Cap Growth0.891%0.000%431,98102023-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.883%0.103%431,6974452024-03-28
iShares Russell 2000 Growth ETF0.873%-0.116%426,363-4962024-03-28
ClearBridge Small Cap Growth0.868%0.000%423,94702023-09-30
ClearBridge Small Cap Growth A0.868%-0.401%423,947-1,7052023-09-30
SPDR® S&P MIDCAP 400 ETF Trust0.840%-0.364%407,369-1,4892023-07-31
Jackson Square SMID-Cap Growth IS0.822%-10.178%401,414-45,4842023-12-31
Vanguard Tax-Managed Small Cap Adm0.781%0.000%381,38502024-02-29
Artisan International Small-Mid Investor0.703%-5.483%339,104-19,6732022-09-30
Artisan Non-U.S. Small-Mid Growth Comp0.703%-5.483%339,104-19,6732022-09-30
Old Westbury Small & Mid Cap Strategies0.660%-36.278%322,707-183,7192024-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.603%2.539%294,8157,3002024-02-29
iShares S&P Small-Cap 600 Growth ETF0.596%0.000%291,01602024-03-28
Fidelity Extended Market Index0.579%3.945%283,01810,7422024-02-29
Jackson Square SMID Cap Growth CIT Fdrs0.552%-5.144%269,570-14,6182023-12-31
Nationwide Geneva Small Cap Gr Instl Svc0.524%-0.071%256,182-1812024-02-29
iShares US Medical Devices ETF0.525%0.000%253,73002023-06-30
Virtus KAR Mid-Cap Growth A0.514%-3.719%251,066-9,6972023-12-31
iShares S&P Small-Cap 600 Value ETF0.480%-0.970%234,465-2,2972024-03-28

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