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Investar Holding Corp
ISTR

60 hedge funds and large institutions have $131M invested in Investar Holding Corp in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $121M → $131M (+$10.4M)

7% more funds holding

Funds holding: 56 → 60 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.03% less ownership

Funds ownership: 56.08% → 55.05% (-1%)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
10
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$11.7M
2
MI
M3F Inc
Utah
+$5.39M
3
KCM
Kennedy Capital Management
Missouri
+$4.04M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.21M
5
Millennium Management
Millennium Management
New York
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$11.7M
2
EC
EJF Capital
Virginia
-$10.1M
3
MCM
Maltese Capital Management
New York
-$3.32M
4
State Street
State Street
Massachusetts
-$2.75M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$676K +$44 +2 +0%
PCM
27
Penn Capital Management
Pennsylvania
$648K -$482K -21,825 -44%
Boston Partners
28
Boston Partners
Massachusetts
$628K +$606K +27,430 New
HF
29
HRT Financial
New York
$583K +$563K +25,500 New
JP Morgan Chase
30
JP Morgan Chase
New York
$533K -$2.11M -95,701 -80%
State Street
31
State Street
Massachusetts
$506K -$2.75M -124,334 -85%
SFI
32
Susquehanna Fundamental Investments
Pennsylvania
$501K +$484K +21,900 New
KLCM
33
KG&L Capital Management
Louisiana
$497K -$11K -498 -2%
Marshall Wace
34
Marshall Wace
United Kingdom
$473K +$456K +20,660 New
Morgan Stanley
35
Morgan Stanley
New York
$428K +$123K +5,576 +43%
Citadel Advisors
36
Citadel Advisors
Florida
$361K +$348K +15,751 New
TEE
37
Tibra Equities Europe
United Kingdom
$348K +$336K +15,200 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$314K +$303K +13,706 New
ASN
39
Advisory Services Network
Georgia
$288K – – –
Barclays
40
Barclays
United Kingdom
$271K -$157K -7,110 -37%
SEI Investments
41
SEI Investments
Pennsylvania
$246K +$237K +10,750 New
Goldman Sachs
42
Goldman Sachs
New York
$242K -$177K -7,999 -43%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$241K +$36.6K +1,658 +19%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$235K -$575K -26,040 -72%
HighTower Advisors
45
HighTower Advisors
Illinois
$229K – – –
JF
46
Jump Financial
Illinois
$215K +$208K +9,400 New
MWNA
47
Marshall Wace North America
New York
$210K +$202K +9,156 New
TI
48
Trexquant Investment
Connecticut
$200K +$193K +8,740 New
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$191K -$47.5K -2,148 -21%
Bank of America
50
Bank of America
North Carolina
$164K -$216K -9,791 -58%
1
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ISTR Hedge Fund Activity: Q2 2021 in Review

60 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2021, worth a combined $131M — up 8.6% from $121M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ISTR positions and 15 closed out — a net gain of 4 holders — while 10 added to existing stakes and 23 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $11.7M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 60 institutional investors held Investar Holding Corp (ISTR) as of Q2 2021, up from 56 in Q1 2021.
  • Funds reported $131M of Investar Holding Corp stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 19 funds opened new Investar Holding Corp positions in Q2 2021 and 15 closed out, a net change of +4 holders.
  • The largest Investar Holding Corp buyer in Q2 2021 was Fourthstone LLC, an estimated $11.7M added.
  • The largest Investar Holding Corp seller in Q2 2021 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.