Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Staar Surgical Co (STAA)

185 + Investors. Track Smart Money conviction in STAA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — STAA

Based on 186 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STAA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
186 funds currently hold this stock — 79% of the 3.0-year high of 235 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding STAA is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

95 buying121 selling
Last quarter: 121 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 67 → 45 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
116 out of 186 hedge funds have held STAA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -18%

Value
-18%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~42 new funds/quarter

30 → 22 → 67 → 45 → 42 new funds/Q
New funds entering each quarter: 22 → 67 → 45 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 196 holders: 141 (72%) are 2+ year veterans, 17 entered 1–2 years ago, and 38 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
40 of 186 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STAA

In 2026 Q1, 95 hedge funds were net buyers of STAA (42 opened a new position, 53 added to an existing one), while 121 reduced or exited (68 trimmed, 53 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 32% of total institutional value in STAA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 186.

Hedge Fund Ownership: STAA

How many hedge funds hold STAA — quarterly history vs. share price
Quarterly hedge fund ownership of STAA vs. share price

Market Analysis: STAA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STAA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 4 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: STAA
2026 Q2 Stats Unlock in 4 days 185 + Investors

Track Smart Money conviction in STAA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 185 196 -5.61%
13F Shares 55M 54M 1.5%
Total Value $1.02B $1.24B -17.99%
New Positions 41 44 -3
Increased Positions 52 54 -2
Closed Positions 52 45 +7
Reduced Positions 65 67 -2
Total Calls 4 7 -42.86%
Total Puts 6 11 -45.45%
PUT/CALL Ratio 1.5 1.57 Bearish

Statistics: STAA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

185 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STAA. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 STAA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yunqi Capital Ltd 74.80% 3,257,130 $93.4M
2 Broadwood Capital Inc 24.18% 16,123,842 $462.6M
3 AI-Squared Management Ltd 8.30% 542,420 $15.6M
4 Anatole Investment Management Ltd 8.03% 1,651,701 $47.4M
5 Madison Avenue Partners, LP 5.16% 4,175,748 $119.8M
6 Defender Capital, LLC. 4.02% 431,187 $12.4M
7 Defilade Capital Management, L.P. 1.24% 322,126 $9.2M
8 Freshford Capital Management, LLC 1.23% 125,000 $3.6M
9 American Capital Management Inc 1.09% 846,659 $24.3M
10 Two Seas Capital LP 0.60% 1,064,389 $30.5M
11 Meros Investment Management, LP 0.59% 65,000 $1.9M
12 Range Financial Group LLC 0.38% 49,066 $1.4M
13 EntryPoint Capital, LLC 0.36% 10,993 $523K
14 Linden Thomas Advisory Services, LLC 0.16% 67,583 $1.9M
15 GABELLI & Co INVESTMENT ADVISERS, INC. 0.14% 32,500 $932K
16 Sierra Summit Advisors LLC 0.12% 36,524 $1.0M
17 Headlands Technologies LLC 0.11% 36,898 $1.1M
18 Dark Forest Capital Management LP 0.10% 51,621 $1.5M
19 Point72 Asset Management, L.P. 0.08% 2,437,446 $69.9M
20 Occudo Quantitative Strategies LP 0.05% 35,378 $1.0M
21 Inceptionr LLC 0.05% 7,231 $207K
22 Mirabella Financial Services LLP 0.03% 10,762 $309K
23 Y-Intercept (Hong Kong) Ltd 0.03% 47,343 $1.4M
24 Jump Financial, LLC 0.03% 108,845 $1.9M
25 Zacks Investment Management 0.02% 82,874 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Staar Surgical Co (STAA)

What does the Smart Money Trend signal show for STAA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STAA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STAA?

More sellers than buyers — 44% buying: Last quarter: 121 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for STAA holders?

Strong quality — 32% AUM from major funds: 40 of 186 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held STAA?

62% of holders stayed for 2+ years: 116 out of 186 hedge funds have held STAA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →