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Investar Holding Corp
ISTR

57 hedge funds and large institutions have $112M invested in Investar Holding Corp in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3.88% more ownership

Funds ownership: 54.9% → 58.78% (+3.9%)

2% more funds holding

Funds holding: 56 → 57 (+1)

11% less capital invested

Capital invested by funds: $126M → $112M (-$14.1M)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
15
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.93M
2
SSW
Smith Shellnut Wilson
Mississippi
+$1.48M
3
LPL Financial
LPL Financial
California
+$1.12M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$863K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$621K

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$2.04M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11M
3
Renaissance Technologies
Renaissance Technologies
New York
-$602K
4
Marshall Wace
Marshall Wace
United Kingdom
-$572K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
26
Greenwich Investment Management
Connecticut
$742K +$755K +40,294 New
Boston Partners
27
Boston Partners
Massachusetts
$733K +$301K +16,086 +68%
E
28
Ergoteles
New York
$609K -$192K -10,247 -24%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$546K – – –
State Street
30
State Street
Massachusetts
$491K +$7.87K +420 +2%
BCM
31
BHZ Capital Management
California
$458K +$466K +24,887 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$426K +$153K +8,182 +55%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$389K -$15.4K -822 -4%
SFI
34
Susquehanna Fundamental Investments
Pennsylvania
$367K -$69K -3,680 -16%
Two Sigma Investments
35
Two Sigma Investments
New York
$326K -$150K -8,000 -31%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$285K -$202K -10,800 -41%
First Trust Advisors
37
First Trust Advisors
Illinois
$263K -$53.3K -2,843 -17%
Morgan Stanley
38
Morgan Stanley
New York
$258K -$30.8K -1,646 -11%
ASN
39
Advisory Services Network
Georgia
$232K – – –
KLCM
40
KG&L Capital Management
Louisiana
$229K -$146K -7,803 -39%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$228K +$40.5K +2,162 +21%
Ameriprise
42
Ameriprise
Minnesota
$223K – – –
SC
43
Savant Capital
Illinois
$215K +$219K +11,696 New
Goldman Sachs
44
Goldman Sachs
New York
$198K -$4.05K -216 -2%
Barclays
45
Barclays
United Kingdom
$197K -$28.4K -1,518 -12%
HighTower Advisors
46
HighTower Advisors
Illinois
$184K – – –
GWM
47
Geneos Wealth Management
Colorado
$166K -$2.04M -108,652 -92%
JP Morgan Chase
48
JP Morgan Chase
New York
$163K -$278K -14,858 -63%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$149K – – –
Bank of America
50
Bank of America
North Carolina
$94K -$3.86K -206 -4%
1
2
3

ISTR Hedge Fund Activity: Q4 2021 in Review

57 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2021, worth a combined $112M — down 11% from $126M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISTR positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.93M. The largest seller was Geneos Wealth Management, cutting an estimated $2.04M.

  • 57 institutional investors held Investar Holding Corp (ISTR) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $112M of Investar Holding Corp stock for Q4 2021, down 11% quarter-over-quarter.
  • 8 funds opened new Investar Holding Corp positions in Q4 2021 and 7 closed out, a net change of +1 holder.
  • The largest Investar Holding Corp buyer in Q4 2021 was Fourthstone LLC, an estimated $1.93M added.
  • The largest Investar Holding Corp seller in Q4 2021 was Geneos Wealth Management, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2021.