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Investar Holding Corp

54 hedge funds and large institutions have $76.2M invested in Investar Holding Corp in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% less ownership

Funds ownership: 55.8%54.85% (-0.95%)

4% less funds holding

Funds holding: 5654 (-2)

14% less capital invested

Capital invested by funds: $88.3M → $76.2M (-$12M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
19
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$318K +$174K +12,784 +106%
Charles Schwab
27
Charles Schwab
California
$296K -$19.3K -1,417 -6%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$264K
FL
29
Fourthstone LLC
Missouri
$229K +$244K +17,895 New
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$197K +$12.2K +894 +6%
Goldman Sachs
31
Goldman Sachs
New York
$182K +$29.8K +2,185 +18%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$181K -$19.1K -1,401 -9%
Barclays
33
Barclays
United Kingdom
$168K -$12.7K -928 -7%
ASN
34
Advisory Services Network
Georgia
$162K
Morgan Stanley
35
Morgan Stanley
New York
$151K -$464 -34 -0.3%
IHL
36
Investment House LLC
California
$145K
TRCT
37
Tower Research Capital (TRC)
New York
$133K +$102K +7,504 +263%
HighTower Advisors
38
HighTower Advisors
Illinois
$128K
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$113K
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$111K -$88K -6,448 -43%
Bank of America
41
Bank of America
North Carolina
$105K -$12.4K -906 -10%
AIG
42
American International Group
New York
$78K -$1.88K -138 -2%
Deutsche Bank
43
Deutsche Bank
Germany
$66K +$6.71K +492 +11%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$64K +$1.24K +91 +2%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$31.7K +$27.6K +2,019 +443%
SO
46
STRS Ohio
Ohio
$26K +$17.7K +1,300 +163%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$24K
UBS Group
48
UBS Group
Switzerland
$19K -$25.5K -1,870 -56%
Legal & General Group
49
Legal & General Group
United Kingdom
$12K -$4.08K -299 -25%
AIP
50
Ameritas Investment Partners
Nebraska
$9K

ISTR Hedge Fund Activity: Q3 2020 in Review

54 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2020, worth a combined $76.2M — down 14% from $88.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ISTR and 1 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $689K. The largest seller was FJ Capital Management, exiting entirely with an estimated $3M sold.

  • 54 institutional investors held Investar Holding Corp (ISTR) as of Q3 2020, down from 56 in Q2 2020.
  • Funds reported $76.2M of Investar Holding Corp stock for Q3 2020, down 14% quarter-over-quarter.
  • 1 fund opened new Investar Holding Corp positions in Q3 2020 and 3 closed out, a net change of -2 holders.
  • The largest Investar Holding Corp buyer in Q3 2020 was Bridgeway Capital Management, an estimated $689K added.
  • The largest Investar Holding Corp seller in Q3 2020 was FJ Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2020.