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Investar Holding Corp
ISTR

59 hedge funds and large institutions have $123M invested in Investar Holding Corp in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

34% more funds holding

Funds holding: 44 → 59 (+15)

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $105M → $123M (+$17.9M)

5.11% more ownership

Funds ownership: 56.06% → 61.17% (+5.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
59
Holders Change
+15
Holders Change %
+34.09%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
14
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.21M
2
FHC
Forest Hill Capital
Arkansas
+$5.03M
3
State Street
State Street
Massachusetts
+$2.46M
4
Northern Trust
Northern Trust
Illinois
+$2.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$5.97M
2
MCM
Maltese Capital Management
New York
-$4.72M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.52M
4
HHC
Hutchin Hill Capital
New York
-$1.23M
5
WA
Wasatch Advisors
Utah
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$955K +$28.9K +1,289 +3%
MFIM
27
Mesirow Financial Investment Management
Illinois
$502K +$492K +21,907 New
TCIM
28
TIAA CREF Investment Management
New York
$495K +$485K +21,600 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$484K +$474K +21,138 New
OAM
30
Oxford Asset Management
United Kingdom
$339K +$332K +14,816 New
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$332K +$325K +14,500 New
MCA
32
Mendon Capital Advisors
Florida
$328K +$4.04K +180 +1%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$328K +$321K +14,327 New
TA
34
Teachers Advisors
New York
$328K +$322K +14,333 New
Charles Schwab
35
Charles Schwab
California
$319K +$312K +13,900 New
EM
36
ELCO Management
New York
$312K -$6.22K -277 -2%
ASN
37
Advisory Services Network
Georgia
$289K – – –
GC
38
Globeflex Capital
California
$272K – – –
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$238K – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$226K +$221K +9,850 New
SIM
41
Spark Investment Management
New York
$203K +$200K +8,900 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$202K +$197K +8,800 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190K +$186K +8,297 New
Morgan Stanley
44
Morgan Stanley
New York
$189K -$65.7K -2,930 -26%
GWM
45
Geneos Wealth Management
Colorado
$188K – – –
AIG
46
American International Group
New York
$116K +$114K +5,070 New
NFA
47
Nationwide Fund Advisors
Ohio
$104K +$102K +4,536 New
SO
48
STRS Ohio
Ohio
$54K +$53.9K +2,400 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$43K – – –
Legal & General Group
50
Legal & General Group
United Kingdom
$27K +$26.7K +1,189 New
1
2
3

ISTR Hedge Fund Activity: Q2 2017 in Review

59 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2017, worth a combined $123M — up 17% from $105M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ISTR positions and 8 closed out — a net gain of 15 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $8.21M. The largest seller was Endeavour Capital Advisors, cutting an estimated $5.97M.

  • 59 institutional investors held Investar Holding Corp (ISTR) as of Q2 2017, up from 44 in Q1 2017.
  • Funds reported $123M of Investar Holding Corp stock for Q2 2017, up 17% quarter-over-quarter.
  • 23 funds opened new Investar Holding Corp positions in Q2 2017 and 8 closed out, a net change of +15 holders.
  • The largest Investar Holding Corp buyer in Q2 2017 was BlackRock, an estimated $8.21M added.
  • The largest Investar Holding Corp seller in Q2 2017 was Endeavour Capital Advisors, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2017.