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Investar Holding Corp
ISTR

63 hedge funds and large institutions have $78.8M invested in Investar Holding Corp in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

8.64% less ownership

Funds ownership: 65.18% → 56.55% (-8.6%)

11% less funds holding

Funds holding: 71 → 63 (-8)

49% less capital invested

Capital invested by funds: $155M → $78.8M (-$76.2M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
21
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$3.19M
2
BFC
Banc Funds Company
Illinois
+$1.63M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.59M
4
JC
JCSD Capital
California
+$917K
5
BlackRock
BlackRock
New York
+$869K

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$4.87M
2
CRC
Curi RMB Capital
Illinois
-$4.31M
3
FHC
Forest Hill Capital
Arkansas
-$2.59M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$2.48M
5
FL
Fourthstone LLC
Missouri
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$496K -$28.4K -1,397 -3%
N
27
Nuveen
North Carolina
$419K -$244 -12 -0%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$353K +$60.5K +2,975 +12%
Wells Fargo
29
Wells Fargo
California
$343K +$39.2K +1,931 +8%
Charles Schwab
30
Charles Schwab
California
$284K – – –
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$235K +$102K +5,000 +37%
HSWM
32
Hubbell Strickland Wealth Management
Louisiana
$219K – – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$196K – – –
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$193K – – –
Millennium Management
35
Millennium Management
New York
$191K -$163K -8,043 -35%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$185K +$3.33K +164 +1%
ASN
37
Advisory Services Network
Georgia
$161K – – –
Goldman Sachs
38
Goldman Sachs
New York
$155K -$208K -10,228 -46%
IHL
39
Investment House LLC
California
$145K – – –
Morgan Stanley
40
Morgan Stanley
New York
$140K -$169K -8,332 -43%
HighTower Advisors
41
HighTower Advisors
Illinois
$128K – – –
Barclays
42
Barclays
United Kingdom
$123K -$53.7K -2,642 -22%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$112K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$100K -$20.3K -1,000 -11%
GC
45
Globeflex Capital
California
$84K -$248K -12,183 -65%
AIG
46
American International Group
New York
$70K -$6.4K -315 -5%
UBS Group
47
UBS Group
Switzerland
$68K -$143K -7,040 -57%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$65K -$4.76K -234 -4%
Bank of America
49
Bank of America
North Carolina
$60K -$7.46K -367 -7%
Victory Capital Management
50
Victory Capital Management
Texas
$46K +$74.3K +3,656 New
1
2
3

ISTR Hedge Fund Activity: Q1 2020 in Review

63 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2020, worth a combined $78.8M — down 49% from $155M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ISTR and 4 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $3.19M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $4.87M sold.

  • 63 institutional investors held Investar Holding Corp (ISTR) as of Q1 2020, down from 71 in Q4 2019.
  • Funds reported $78.8M of Investar Holding Corp stock for Q1 2020, down 49% quarter-over-quarter.
  • 4 funds opened new Investar Holding Corp positions in Q1 2020 and 10 closed out, a net change of -6 holders.
  • The largest Investar Holding Corp buyer in Q1 2020 was AllianceBernstein, an estimated $3.19M added.
  • The largest Investar Holding Corp seller in Q1 2020 was Wasatch Advisors, an estimated $4.87M sold.

Based on aggregated 13F filings for Q1 2020.