Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Staar Surgical Co (STAA)

198 + 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
↑ +13
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — STAA

Based on 200 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added STAA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
200 funds currently hold this stock — 85% 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

111 buying97 selling
Last quarter: 111 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new STAA position: 67 → 45 → 42 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 17% medium ■ 24% new
119 out of 200 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.
💰

Value +59% but shares only +4% — price-driven

Value
+59%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +59%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

22 → 67 → 45 → 42 → 52 new funds/Q
New funds entering each quarter: 67 → 45 → 42 → 52. STAA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 209 holders: 145 (69%) are 2+ year veterans, 21 entered 1–2 years ago, and 43 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
44 of 200 holders rank in the top 100 by AUM, accounting for 33% 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 Q2, 111 hedge funds were net buyers of STAA (52 opened a new position, 59 added to an existing one), while 97 reduced or exited (58 trimmed, 39 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 33% of total institutional value in STAA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 200.

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.

Is It Too Late to Buy Staar Surgical Co (STAA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STAA has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
STAA
-27.4%
XLV
+6.1%

STAA outperformed XLV by -33.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
STAA
-20.5%
XLV
+0.6%

Since the filing became public, STAA outperformed XLV by -21.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: STAA
198 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 198 187 5.88%
13F Shares 56M 55M 1.93%
Total Value $1.59B $1.02B 56.02%
New Positions 52 42 +10
Increased Positions 55 52 +3
Closed Positions 41 52 -11
Reduced Positions 57 66 -9
Total Calls 4 4 -
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.25 1.5 Bearish

Statistics: STAA

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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)

198 + 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:
Top 25 STAA holders by conviction (% of portfolio weight) — 2026 Q2 · 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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added STAA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STAA?

Slight buying edge — 53% buying: Last quarter: 111 funds bought or added vs 97 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STAA holders?

Strong quality — 33% AUM from major funds: 44 of 200 holders rank in the top 100 by AUM, accounting for 33% 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?

60% of holders stayed for 2+ years: 119 out of 200 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.

Is it too late to buy Staar Surgical Co (STAA) following the 2026 Q2 hedge fund 13F filings?

As of today, STAA has moved -20.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.6% for the XLV sector ETF — an outperformance of -21.1%. Since the quarter end (June 30, 2026), STAA has gained -27.4% vs +6.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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