Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STAAR SURGICAL CO (STAA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
47%

Smart Money Signals — STAA

Based on 187 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 82% of 3.0Y peak

82% of all-time peak
187 funds currently hold this stock — 82% of the 3.0-year high of 228 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold STAA compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

94 buying108 selling
Last quarter: 108 funds reduced or exited vs 94 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.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 22 → 62 → 43. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 19% medium 22% new
111 out of 187 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.
🚀

Acceleration phase — new buyers rushing in

25 → 29 → 22 → 62 → 43 new funds/Q
New funds entering each quarter: 29 → 22 → 62 → 43. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 9% 1-2yr 24% new
Of 203 current holders: 136 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
30 of 187 holders rank in the top 100 by AUM, accounting for 26% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 2 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: STAA
2026 Q1 Stats Unlock in 21 days 203 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 203 196 3.57%
13F Shares 54M 51M 5.58%
Total Value $1.24B $1.37B -9.29%
New Positions 47 66 -19
Increased Positions 66 53 +13
Closed Positions 44 38 +6
Reduced Positions 75 71 +4
Total Calls 7 7 -
Total Puts 11 8 37.5%
PUT/CALL Ratio 1.57 1.14 Bearish

Statistics: STAA

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Valuation Measures Data as of: --

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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
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Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

203 + investors

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

Top 25 institutional holders of STAA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Defender Capital, LLC. 4.28% 644,542 $12.1M
2 Cannon Global Investment Management, LLC 0.80% 21,800 $408K
3 Greenfield Seitz Capital Management, LLC 0.43% 76,674 $1.4M
4 Bayforest Capital Ltd 0.07% 3,387 $63K
5 Linden Thomas Advisory Services, LLC 0.07% 36,078 $675K
6 BLUEFIN CAPITAL MANAGEMENT, LLC 0.06% 10,000 $231K
7 Marex Group plc 0.04% 32,560 $1.6M
8 Abacus Wealth Partners, LLC 0.02% 11,711 $219K
9 Brooklyn Investment Group 0.01% 17,001 $318K
10 Louisiana State Employees Retirement System 0.01% 22,100
11 Ascentis Independent Advisors 0.01% 4,115 $77K
12 State of Alaska, Department of Revenue 0.00% 24,555
13 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 13,340 $249K
14 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 11,376 $213K
15 STRS OHIO 0.00% 29,800 $557K
16 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 52,126
17 Police & Firemen's Retirement System of New Jersey 0.00% 9,176 $172K
18 FNY Investment Advisers, LLC 0.00% 200
19 GAMMA Investing LLC 0.00% 1,375 $26K
20 Sound Income Strategies, LLC 0.00% 642 $12K
21 KLP KAPITALFORVALTNING AS 0.00% 7,400 $138K
22 SIGNATUREFD, LLC 0.00% 1,304 $24K
23 Versant Capital Management, Inc 0.00% 185 $3K
24 Golden State Wealth Management, LLC 0.00% 90 $2K
25 SBI Securities Co., Ltd. 0.00% 299 $6K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 47% buying: Last quarter: 108 funds reduced or exited vs 94 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 — 26% AUM from major funds: 30 of 187 holders rank in the top 100 by AUM, accounting for 26% 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?

59% of holders stayed for 2+ years: 111 out of 187 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.