STAAR SURGICAL CO STAA
COM PAR $0.01 · Common Stock · CUSIP 852312305 · ISIN US8523123052
Company in Monrovia, United States
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($255.6k this quarter). Holder counts are more reliable. Shares outstanding: 49.2m as of 2024-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $47.61. Options: 14 managers hold calls ($12.0m notional), 12 hold puts ($9.1m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 305 |
| Q4 2022 | 277 |
| Q1 2023 | 252 |
| Q2 2023 | 246 |
| Q3 2023 | 220 |
| Q4 2023 | 208 |
| Q1 2024 | 199 |
| Q2 2024 | 225 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 142 | 157 |
| Q1 2023 | 115 | 157 |
| Q2 2023 | 113 | 136 |
| Q3 2023 | 126 | 121 |
| Q4 2023 | 78 | 129 |
| Q1 2024 | 100 | 110 |
| Q2 2024 | 128 | 92 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $9.9m | $24.9m | 2.53 |
| Q4 2023 | $12.1m | $13.8m | 1.14 |
| Q1 2024 | $19.4m | $11.5m | 0.59 |
| Q2 2024 | $12.0m | $9.1m | 0.76 |
Biggest buyers
| Granite Investment Partners, LLC | New | +362.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +197.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +183.6k |
| NORTHERN TRUST CORP | Added | +120.0k |
| Polar Asset Management Partners Inc. | New | +117.0k |
| D. E. Shaw & Co., Inc. | Added | +98.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +94.4k |
| Roubaix Capital, LLC | New | +90.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +81.7k |
| Rhenman & Partners Asset Management AB | New | +65.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -2.0m |
| BAILLIE GIFFORD & CO | Reduced | -432.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -406.5k |
| BlackRock Inc. | Reduced | -234.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -227.8k |
| JPMORGAN CHASE & CO | Reduced | -215.2k |
| Holocene Advisors, LP | Sold out | -132.3k |
| Assenagon Asset Management S.A. | Reduced | -116.2k |
| APEIRON CAPITAL Ltd | Reduced | -104.2k |
| Resona Asset Management Co.,Ltd. | Reduced | -95.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.1m65.2k shares |
| Walleye Capital LLC | Added | $2.5m53.2k shares |
| PURA VIDA INVESTMENTS, LLC | New | $1.4m30.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m28.3k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $714.1k15.0k shares |
| Cubist Systematic Strategies, LLC | Reduced | $638.0k13.4k shares |
| IMC-Chicago, LLC | New | $580.8k12.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $461.0k9.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $419.0k8.8k shares |
| Walleye Trading LLC | Reduced | $371.4k7.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.3m48.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.1m45.0k shares |
| Walleye Capital LLC | Added | $980.8k20.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $961.0k20.2k shares |
| IMC-Chicago, LLC | Reduced | $804.6k16.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $576.1k12.1k shares |
| Walleye Trading LLC | Added | $557.0k11.7k shares |
| Cubist Systematic Strategies, LLC | Reduced | $338.0k7.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $314.2k6.6k shares |
| PEAK6 Investments LLC | Added | $85.7k1.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
BROADWOOD PARTNERS, L.P.
13D · may seek influence
+1.5 pts · filed 2026-03-13
Stated purposeThe Reporting Persons are filing this Schedule 13D/A to report a change in their respective beneficial ownership percentages. No material changes have been made to the Reporting Persons' Item 4 disclosure in the 13D/A previously filed on January 16, 2026 (Amendment No. 43), except that Richard T. LeBuhn shall cease to be a Reporting Person immediately upon the filing of this Amendment No. 44 as a result of the termination of the Joint Filing and Solicitation Agreement described in the 13D/A previously filed on January 16, 2026 (Amendment No. 43). The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending on various factors including, without limitation, the Issuer's financial position, the price levels of the Shares, conditions in the securiti… Full filing |
32.6% |
| BlackRock, Inc. 13G · institution -3.9 pts · filed 2026-10-27 | 9.2% |
| Madison Avenue Partners, LP 13G · passive investor +2.6 pts · filed 2026-08-14 | 8.4% |
Yunqi Capital Ltd
13D · may seek influence
no change · filed 2026-01-16
Stated purposeOn January 14, 2026, the Issuer entered into a letter agreement (the "Cooperation Agreement") with Broadwood Partners, L.P. pursuant to which the Issuer agreed, among other things, to appoint Christopher Min Fang Wang to its Board of Directors, effective as of the date of the Cooperation Agreement. Full filing |
6.5% |
| ARMISTICE CAPITAL, LLC 13G · institution new · filed 2025-05-15 | 6.1% |
| Point72 Asset Management, L.P. 13G · passive investor new · filed 2026-05-12 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 2 | $4.4m | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 1 | $51.0k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 2 | $197.4k | 0 | — | — |
| Q4 2023 | 1 | $26.1k | 0 | — | — |
| Q1 2024 | 1 | $66.7k | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-09 | BROADWOOD PARTNERS, L.P. +2 10% owner | Bought | $431 share |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BROADWOOD CAPITAL INC 38.77% of their portfolio | 10.8m $512.7m | Added +1 |
| BlackRock Inc. 0.01% of their portfolio | 7.5m $356.5m | Reduced -234.5k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.5m $261.5m | Added +15.5k |
| BAILLIE GIFFORD & CO 0.14% of their portfolio | 3.7m $175.3m | Reduced -432.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $91.9m | Reduced -6.1k |
| Palo Alto Investors LP 7.62% of their portfolio | 1.4m $65.8m | Added +2.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $54.4m | Added +43.1k |
| Resona Asset Management Co.,Ltd. 0.25% of their portfolio | 888.9k $42.2m | Reduced -95.4k |
| MORGAN STANLEY 0.00% of their portfolio | 778.0k $37.0m | Reduced -2.0m |
| GENEVA CAPITAL MANAGEMENT LLC 0.60% of their portfolio | 693.2k $33.0m | Reduced -18.0k |
| Defender Capital, LLC. 10.56% of their portfolio | 649.2k $30.9m | Reduced -81.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 640.9k $30.5m | Added +120.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 592.6k $28.2m | Added +197.7k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 529.2k $25.2m | Reduced -7.4k |
| Yunqi Capital Ltd 15.52% of their portfolio | 515.3k $24.5m | Unchanged |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 470.1k $22.4m | Reduced -5.3k |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 469.4k $22.3m | Added +119 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 460.8k $21.9m | Reduced -406.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 459.7k $21.9m | Added +94.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 430.6k $20.5m | Added +14.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 405.2k $19.3m | Added +5.7k |
| Granite Investment Partners, LLC 0.71% of their portfolio | 362.1k $17.2m | New |
| AMERICAN CAPITAL MANAGEMENT INC 0.57% of their portfolio | 358.8k $17.1m | Added +16.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 305.4k $14.5m | Added +183.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 301.0k $14.3m | Reduced -1.7k |
| APEIRON CAPITAL Ltd 4.11% of their portfolio | 247.1k $11.8m | Reduced -104.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 214.1k $10.2m | Reduced -76.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 213.5k $10.2m | Reduced -31.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 206.9k $9.9m | Reduced -227.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 182.4k $8.7m | Added +5.9k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 179.7k $8.6m | Reduced -28.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 178.8k $8.5m | Added +81.7k |
| Invesco Ltd. 0.00% of their portfolio | 176.3k $8.4m | Added +20.4k |
| Legal & General Group Plc 0.00% of their portfolio | 165.1k $7.9m | Reduced -7.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 163.4k $7.8m | Reduced -14.2k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.15% of their portfolio | 162.7k $7.7m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 162.3k $7.7m | Added +1.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 146.8k $7.0m | Added +1.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 146.4k $7.0m | Reduced -57.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 143.4k $6.8m | Reduced -4.3k |
| E Fund Management Co., Ltd. 0.35% of their portfolio | 132.3k $6.3m | Unchanged |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 122.7k $5.8m | Added +98.8k |
| Polar Asset Management Partners Inc. 0.14% of their portfolio | 117.0k $5.6m | New |
| ALGERT GLOBAL LLC 0.18% of their portfolio | 116.7k $5.6m | Added +13.9k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 108.1k $5.1m | Added +8.1k |
| NICHOLAS COMPANY, INC. 0.08% of their portfolio | 104.9k $5.0m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 100.0k $4.8m | Added +40.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 94.4k $4.5m | Added +62.8k |
| Roubaix Capital, LLC 2.71% of their portfolio | 90.2k $4.3m | New |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 88.4k $4.2m | Reduced -116.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 83.9k $4.0m | Reduced -17.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 83.9k $4.0m | Reduced -215.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio | 82.5k $3.9m | Added +39.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 77.2k $3.7m | Added +30.5k |
| Swiss National Bank 0.00% of their portfolio | 77.1k $3.7m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 68.4k $3.3m | Added +39.6k |
| Slow Capital, Inc. 0.52% of their portfolio | 67.6k $3.2m | Added +2.0k |
| Rhenman & Partners Asset Management AB 0.30% of their portfolio | 65.0k $3.1m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio | 64.1k $3.0m | Reduced -7.3k |
| Squarepoint Ops LLC 0.01% of their portfolio | 62.8k $3.0m | Added +32.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 62.7k $3.0m | Added +4.3k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 60.3k $2.9m | Reduced -14.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 58.6k $2.8m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 58.0k $2.8m | Added +7.0k |
| Trexquant Investment LP 0.04% of their portfolio | 53.0k $2.5m | Added +200 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 52.7k $2.5m | Reduced -1.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 51.0k $2.4m | New |
| GSA CAPITAL PARTNERS LLP 0.17% of their portfolio | 50.6k $2.4m | New |
| RICE HALL JAMES & ASSOCIATES, LLC 0.14% of their portfolio | 49.1k $2.3m | Reduced -451 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 47.6k $2.3m | Reduced -3.1k |
| Homestead Advisers Corp 0.05% of their portfolio | 45.2k $2.2m | Added +10.0k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 45.0k $2.1m | Added +4.1k |
| Northwest & Ethical Investments L.P. 0.06% of their portfolio | 41.9k $2.0m | Unchanged |
| JUPITER ASSET MANAGEMENT LTD 0.02% of their portfolio | 41.7k $2.0m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 40.8k $1.9m | Reduced -1.6k |
| Bridgewater Associates, LP 0.01% of their portfolio | 39.8k $1.9m | Reduced -4.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 38.9k $1.9m | Reduced -1.2k |
| AIA Group Ltd 0.05% of their portfolio | 36.8k $1.8m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 36.0k $1.7m | Reduced -920 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.07% of their portfolio | 34.5k $1.6m | Added +1.0k |
| LMR Partners LLP 0.03% of their portfolio | 34.0k $1.6m | New |
| CITIGROUP INC 0.00% of their portfolio | 33.8k $1.6m | Added +4.1k |
| Marex Group Ltd 0.04% of their portfolio | 32.6k $1.6m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 32.1k $1.5m | Added +1.8k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 32.1k $1.5m | Reduced -32.1k |
| PURA VIDA INVESTMENTS, LLC 1.73% of their portfolio | 30.0k $1.4m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 30.0k $1.4m | Added +260 |
| LPL Financial LLC 0.00% of their portfolio | 29.2k $1.4m | Added +2.7k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 28.8k $1.4m | Reduced -892 |
| Corebridge Financial, Inc. 0.01% of their portfolio | 28.7k $1.4m | First filing |
| MetLife Investment Management, LLC 0.01% of their portfolio | 28.6k $1.4m | Added +2.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 27.0k $1.3m | Added +3.1k |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 27.0k $1.3m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 27.0k $1.3m | Added +3.8k |
| DANSKE BANK A/S 0.00% of their portfolio | 26.7k $1.3m | New |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 26.5k $1.3m | New |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 26.5k $1.3m | Added +18.1k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 26.3k $1.3m | New |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 26.3k $1.3m | Added +7.4k |
| ClariVest Asset Management LLC 0.12% of their portfolio | 25.7k $1.2m | New |