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Investar Holding Corp
ISTR

54 hedge funds and large institutions have $115M invested in Investar Holding Corp in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.9% more ownership

Funds ownership: 57% → 57.9% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 55 → 54 (-1)

10% less capital invested

Capital invested by funds: $129M → $115M (-$13.1M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
20
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.62M
2
FL
Fourthstone LLC
Missouri
+$1.19M
3
EM
ELCO Management
New York
+$436K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$382K
5
EA
Ellsworth Advisors
Ohio
+$368K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$1.8M
2
KCM
Kennedy Capital Management
Missouri
-$1.42M
3
Franklin Resources
Franklin Resources
California
-$656K
4
BCM
BHZ Capital Management
California
-$371K
5
First Trust Advisors
First Trust Advisors
Illinois
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
26
Hillsdale Investment Management
Ontario, Canada
$761K +$281K +12,884 +51%
ROC
27
River Oaks Capital
Minnesota
$746K -$140K -6,424 -15%
LPL Financial
28
LPL Financial
California
$730K -$280K -12,865 -26%
Boston Partners
29
Boston Partners
Massachusetts
$724K +$8.72K +400 +1%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$590K – – –
State Street
31
State Street
Massachusetts
$571K +$7.06K +324 +1%
EM
32
ELCO Management
New York
$398K +$436K +20,000 New
Renaissance Technologies
33
Renaissance Technologies
New York
$362K +$4.36K +200 +1%
EA
34
Ellsworth Advisors
Ohio
$336K +$368K +16,874 New
Ameriprise
35
Ameriprise
Minnesota
$321K – – –
Bank of New York Mellon
36
Bank of New York Mellon
New York
$261K +$2.35K +108 +0.8%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$255K -$19.6K -900 -7%
ASN
38
Advisory Services Network
Georgia
$251K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$243K – – –
Two Sigma Investments
40
Two Sigma Investments
New York
$231K -$17.2K -788 -6%
Barclays
41
Barclays
United Kingdom
$224K +$11.9K +547 +5%
Goldman Sachs
42
Goldman Sachs
New York
$215K +$9.05K +415 +4%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$204K +$223K +10,243 New
HighTower Advisors
44
HighTower Advisors
Illinois
$199K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$169K +$8.72K +400 +5%
CFGS
46
Concourse Financial Group Securities
Alabama
$130K +$11.6K +530 +9%
JP Morgan Chase
47
JP Morgan Chase
New York
$59K +$11.1K +507 +21%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$37K – – –
UBS Group
50
UBS Group
Switzerland
$31K +$33.9K +1,556 New
1
2
3

ISTR Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2022, worth a combined $115M — down 10% from $129M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ISTR and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $1.62M. The largest seller was Maltese Capital Management, cutting an estimated $1.8M.

  • 54 institutional investors held Investar Holding Corp (ISTR) as of Q3 2022, down from 55 in Q2 2022.
  • Funds reported $115M of Investar Holding Corp stock for Q3 2022, down 10% quarter-over-quarter.
  • 4 funds opened new Investar Holding Corp positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest Investar Holding Corp buyer in Q3 2022 was Morgan Stanley, an estimated $1.62M added.
  • The largest Investar Holding Corp seller in Q3 2022 was Maltese Capital Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2022.