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Investar Holding Corp
ISTR

56 hedge funds and large institutions have $121M invested in Investar Holding Corp in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

20% more capital invested

Capital invested by funds: $101M → $121M (+$19.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.19% less ownership

Funds ownership: 57.27% → 56.08% (-1.2%)

2% less funds holding

Funds holding: 57 → 56 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
24
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.23M
2
RA
Royce & Associates
New York
+$1.03M
3
FL
Fourthstone LLC
Missouri
+$899K
4
BCM
Bridgeway Capital Management
Texas
+$520K
5
Millennium Management
Millennium Management
New York
+$443K

Top Sellers

Rank Fund Capital Flow
1
JC
JCSD Capital
California
-$3.23M
2
KAS
Kestra Advisory Services
Texas
-$1.67M
3
MCM
Maltese Capital Management
New York
-$869K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$812K
5
State Street
State Street
Massachusetts
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$474K +$1.99K +106 +0.5%
KLCM
27
KG&L Capital Management
Louisiana
$457K -$398K -21,206 -49%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$423K – – –
Barclays
29
Barclays
United Kingdom
$390K +$138K +7,331 +63%
Goldman Sachs
30
Goldman Sachs
New York
$382K +$81.9K +4,362 +31%
Bank of America
31
Bank of America
North Carolina
$348K +$123K +6,523 +62%
SO
32
STRS Ohio
Ohio
$334K +$244K +13,000 +394%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$321K -$11.1K -590 -4%
Wells Fargo
34
Wells Fargo
California
$315K -$160K -8,506 -36%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$306K -$9.09K -484 -3%
Morgan Stanley
36
Morgan Stanley
New York
$269K -$128K -6,792 -34%
ASN
37
Advisory Services Network
Georgia
$259K – – –
Russell Investments Group
38
Russell Investments Group
United Kingdom
$247K – – –
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$242K +$221K +11,788 New
SC
40
Savant Capital
Illinois
$229K +$209K +11,132 New
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$215K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$206K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$182K +$5.67K +302 +4%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$181K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$130K -$11.2K -594 -9%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$94.9K +$30.3K +1,612 +54%
UBS Group
47
UBS Group
Switzerland
$70K +$33.5K +1,782 +111%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$39K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$28K -$51.8K -2,756 -67%
Legal & General Group
50
Legal & General Group
United Kingdom
$19K – – –
1
2
3

ISTR Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2021, worth a combined $121M — up 20% from $101M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ISTR and 3 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 24 added.

The largest buyer was BlackRock, adding an estimated $1.23M. The largest seller was JCSD Capital, exiting entirely with an estimated $3.23M sold.

  • 56 institutional investors held Investar Holding Corp (ISTR) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $121M of Investar Holding Corp stock for Q1 2021, up 20% quarter-over-quarter.
  • 3 funds opened new Investar Holding Corp positions in Q1 2021 and 4 closed out, a net change of -1 holder.
  • The largest Investar Holding Corp buyer in Q1 2021 was BlackRock, an estimated $1.23M added.
  • The largest Investar Holding Corp seller in Q1 2021 was JCSD Capital, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2021.