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Investar Holding Corp
ISTR

55 hedge funds and large institutions have $118M invested in Investar Holding Corp in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

5% more capital invested

Capital invested by funds: $112M → $118M (+$5.98M)

1.11% more ownership

Funds ownership: 58.78% → 59.89% (+1.1%)

4% less funds holding

Funds holding: 57 → 55 (-2)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
15
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$3.11M
2
WP
WealthSource Partners
California
+$1.15M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$591K
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$335K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$242K

Top Sellers

Rank Fund Capital Flow
1
ROC
River Oaks Capital
Minnesota
-$840K
2
SSW
Smith Shellnut Wilson
Mississippi
-$799K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$410K
4
E
Ergoteles
New York
-$302K
5
Renaissance Technologies
Renaissance Technologies
New York
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$760K – – –
GIM
27
Greenwich Investment Management
Connecticut
$758K -$11K -570 -1%
SSW
28
Smith Shellnut Wilson
Mississippi
$725K -$799K -41,224 -52%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$565K – – –
State Street
30
State Street
Massachusetts
$541K +$32.1K +1,656 +6%
BCM
31
BHZ Capital Management
California
$524K +$49.4K +2,548 +10%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$456K +$14.2K +734 +3%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$400K -$2.93K -151 -0.7%
E
34
Ergoteles
New York
$333K -$302K -15,585 -47%
SFI
35
Susquehanna Fundamental Investments
Pennsylvania
$310K -$71.8K -3,706 -19%
Ameriprise
36
Ameriprise
Minnesota
$309K +$77.5K +4,000 +33%
Two Sigma Investments
37
Two Sigma Investments
New York
$286K -$52.3K -2,700 -15%
Morgan Stanley
38
Morgan Stanley
New York
$268K +$988 +51 +0.4%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$265K -$31K -1,600 -10%
First Trust Advisors
40
First Trust Advisors
Illinois
$257K -$15.2K -782 -5%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$246K +$10.2K +526 +4%
ASN
42
Advisory Services Network
Georgia
$241K – – –
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$239K +$242K +12,500 New
Barclays
44
Barclays
United Kingdom
$204K – – –
Goldman Sachs
45
Goldman Sachs
New York
$198K -$7.48K -386 -4%
HighTower Advisors
46
HighTower Advisors
Illinois
$191K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$155K – – –
Bank of America
48
Bank of America
North Carolina
$92K -$4.4K -227 -4%
JP Morgan Chase
49
JP Morgan Chase
New York
$78K -$93.2K -4,809 -54%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$49K – – –
1
2
3

ISTR Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2022, worth a combined $118M — up 5.3% from $112M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ISTR and 4 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 15 added.

The largest buyer was Fourthstone LLC, adding an estimated $3.11M. The largest seller was River Oaks Capital, cutting an estimated $840K.

  • 55 institutional investors held Investar Holding Corp (ISTR) as of Q1 2022, down from 57 in Q4 2021.
  • Funds reported $118M of Investar Holding Corp stock for Q1 2022, up 5.3% quarter-over-quarter.
  • 4 funds opened new Investar Holding Corp positions in Q1 2022 and 6 closed out, a net change of -2 holders.
  • The largest Investar Holding Corp buyer in Q1 2022 was Fourthstone LLC, an estimated $3.11M added.
  • The largest Investar Holding Corp seller in Q1 2022 was River Oaks Capital, an estimated $840K sold.

Based on aggregated 13F filings for Q1 2022.