We are live on ! Find out more
ISTR icon

Investar Holding Corp
ISTR

56 hedge funds and large institutions have $126M invested in Investar Holding Corp in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0.15% less ownership

Funds ownership: 55.05% → 54.9% (-0.15%)

4% less capital invested

Capital invested by funds: $131M → $126M (-$5.31M)

7% less funds holding

Funds holding: 60 → 56 (-4)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.25M
2
MI
M3F Inc
Utah
+$1.92M
3
FL
Fourthstone LLC
Missouri
+$1.86M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.62M
5
KCM
Kennedy Capital Management
Missouri
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$3.06M
2
BFC
Banc Funds Company
Illinois
-$2.53M
3
Millennium Management
Millennium Management
New York
-$1.51M
4
BFM
Boothbay Fund Management
New York
-$1.25M
5
Renaissance Technologies
Renaissance Technologies
New York
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$578K +$91.1K +4,100 +19%
Marshall Wace
27
Marshall Wace
United Kingdom
$572K +$118K +5,330 +26%
Two Sigma Investments
28
Two Sigma Investments
New York
$566K -$101K -4,527 -15%
JP Morgan Chase
29
JP Morgan Chase
New York
$523K +$9.89K +445 +2%
Boston Partners
30
Boston Partners
Massachusetts
$522K -$82.8K -3,727 -14%
SFI
31
Susquehanna Fundamental Investments
Pennsylvania
$520K +$38K +1,708 +8%
HF
32
HRT Financial
New York
$508K -$53.4K -2,405 -9%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$483K +$487K +21,938 New
FCM
34
FJ Capital Management
Virginia
$450K +$444K +20,000 New
KLCM
35
KG&L Capital Management
Louisiana
$446K -$33.3K -1,499 -7%
First Trust Advisors
36
First Trust Advisors
Illinois
$377K +$380K +17,104 New
Morgan Stanley
37
Morgan Stanley
New York
$345K -$67.5K -3,038 -16%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$329K +$332K +14,954 New
Citadel Advisors
39
Citadel Advisors
Florida
$302K -$45.2K -2,033 -13%
ASN
40
Advisory Services Network
Georgia
$277K – – –
Barclays
41
Barclays
United Kingdom
$269K +$8.18K +368 +3%
Ameriprise
42
Ameriprise
Minnesota
$268K +$270K +12,155 New
TI
43
Trexquant Investment
Connecticut
$248K +$56.2K +2,530 +29%
Goldman Sachs
44
Goldman Sachs
New York
$242K +$9.15K +412 +4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$225K -$1.35K -61 -0.6%
HighTower Advisors
46
HighTower Advisors
Illinois
$220K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$178K -$54.2K -2,439 -23%
Bank of America
48
Bank of America
North Carolina
$116K -$42.3K -1,903 -27%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$57K +$34.9K +1,572 +157%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$41K – – –
1
2
3

ISTR Hedge Fund Activity: Q3 2021 in Review

56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2021, worth a combined $126M — down 4% from $131M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ISTR and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.25M. The largest seller was EJF Capital, exiting entirely with an estimated $3.06M sold.

  • 56 institutional investors held Investar Holding Corp (ISTR) as of Q3 2021, down from 60 in Q2 2021.
  • Funds reported $126M of Investar Holding Corp stock for Q3 2021, down 4% quarter-over-quarter.
  • 6 funds opened new Investar Holding Corp positions in Q3 2021 and 10 closed out, a net change of -4 holders.
  • The largest Investar Holding Corp buyer in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $2.25M added.
  • The largest Investar Holding Corp seller in Q3 2021 was EJF Capital, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2021.