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Investar Holding Corp
ISTR

57 hedge funds and large institutions have $101M invested in Investar Holding Corp in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

33% more capital invested

Capital invested by funds: $76.2M → $101M (+$24.9M)

6% more funds holding

Funds holding: 54 → 57 (+3)

2.42% more ownership

Funds ownership: 54.85% → 57.27% (+2.4%)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
25
Reduced
15
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$1.51M
2
KCM
Kennedy Capital Management
Missouri
+$939K
3
JC
JCSD Capital
California
+$597K
4
GWM
Geneos Wealth Management
Colorado
+$496K
5
FL
Fourthstone LLC
Missouri
+$398K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$844K
2
RA
Royce & Associates
New York
-$778K
3
PCM
Penn Capital Management
Pennsylvania
-$509K
4
KLCM
KG&L Capital Management
Louisiana
-$231K
5
State Street
State Street
Massachusetts
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$599K -$128K -8,293 -19%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$500K +$24.8K +1,613 +6%
Wells Fargo
28
Wells Fargo
California
$393K -$27K -1,756 -7%
Charles Schwab
29
Charles Schwab
California
$380K -$1.35K -88 -0.4%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$341K – – –
Morgan Stanley
31
Morgan Stanley
New York
$329K +$126K +8,186 +70%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$268K +$32.1K +2,084 +15%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$254K – – –
Goldman Sachs
34
Goldman Sachs
New York
$235K -$108 -7 -0%
ASN
35
Advisory Services Network
Georgia
$208K – – –
Russell Investments Group
36
Russell Investments Group
United Kingdom
$199K -$197K -12,783 -51%
Barclays
37
Barclays
United Kingdom
$193K -$22.9K -1,488 -11%
IHL
38
Investment House LLC
California
$187K – – –
Squarepoint
39
Squarepoint
New York
$181K +$168K +10,944 New
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$173K +$27.3K +1,776 +20%
Bank of America
41
Bank of America
North Carolina
$172K +$34.1K +2,216 +27%
HighTower Advisors
42
HighTower Advisors
Illinois
$165K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$146K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$142K +$55.2K +3,588 +72%
Deutsche Bank
45
Deutsche Bank
Germany
$115K +$27K +1,757 +34%
TRCT
46
Tower Research Capital (TRC)
New York
$68K -$96.1K -6,244 -60%
SO
47
STRS Ohio
Ohio
$54K +$18.5K +1,200 +57%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$49.8K +$8.2K +533 +22%
Citigroup
49
Citigroup
New York
$32K +$22.5K +1,461 +299%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$31K – – –
1
2
3

ISTR Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2020, worth a combined $101M — up 33% from $76.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ISTR positions and 0 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.51M. The largest seller was Maltese Capital Management, cutting an estimated $844K.

  • 57 institutional investors held Investar Holding Corp (ISTR) as of Q4 2020, up from 54 in Q3 2020.
  • Funds reported $101M of Investar Holding Corp stock for Q4 2020, up 33% quarter-over-quarter.
  • 3 funds opened new Investar Holding Corp positions in Q4 2020 and 0 closed out, a net change of +3 holders.
  • The largest Investar Holding Corp buyer in Q4 2020 was Kestra Advisory Services, an estimated $1.51M added.
  • The largest Investar Holding Corp seller in Q4 2020 was Maltese Capital Management, an estimated $844K sold.

Based on aggregated 13F filings for Q4 2020.