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Investar Holding Corp
ISTR

59 hedge funds and large institutions have $118M invested in Investar Holding Corp in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

9% more funds holding

Funds holding: 54 → 59 (+5)

2% more capital invested

Capital invested by funds: $115M → $118M (+$2.61M)

0.13% more ownership

Funds ownership: 57.9% → 58.03% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.49M
2
Morgan Stanley
Morgan Stanley
New York
+$552K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$318K
4
Man Group
Man Group
United Kingdom
+$210K
5
Renaissance Technologies
Renaissance Technologies
New York
+$191K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$973K
2
WP
WealthSource Partners
California
-$943K
3
FL
Fourthstone LLC
Missouri
-$309K
4
Millennium Management
Millennium Management
New York
-$286K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
26
Greenwich Investment Management
Connecticut
$674K -$176K -8,210 -21%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$643K -$226K -10,542 -26%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$635K -$43 -2 -0%
State Street
29
State Street
Massachusetts
$613K -$4.29K -200 -0.7%
Renaissance Technologies
30
Renaissance Technologies
New York
$583K +$191K +8,900 +49%
EA
31
Ellsworth Advisors
Ohio
$367K +$4.46K +208 +1%
EM
32
ELCO Management
New York
$352K -$77.9K -3,632 -18%
Ameriprise
33
Ameriprise
Minnesota
$348K – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$339K +$318K +14,835 New
Barclays
35
Barclays
United Kingdom
$299K +$56.2K +2,618 +23%
ASN
36
Advisory Services Network
Georgia
$271K – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$263K – – –
Goldman Sachs
38
Goldman Sachs
New York
$221K -$11.1K -517 -5%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$220K -$493 -23 -0.2%
HighTower Advisors
40
HighTower Advisors
Illinois
$215K – – –
Man Group
41
Man Group
United Kingdom
$211K +$210K +9,796 New
Two Sigma Advisers
42
Two Sigma Advisers
New York
$205K -$70.8K -3,300 -26%
Two Sigma Investments
43
Two Sigma Investments
New York
$202K -$47.2K -2,200 -19%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$183K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$149K +$8.3K +387 +6%
Citigroup
46
Citigroup
New York
$118K +$118K +5,491 New
LSV Asset Management
47
LSV Asset Management
Illinois
$73K +$72.9K +3,400 New
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$44K -$11.7K -546 -21%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$40.4K – – –
UBS Group
50
UBS Group
Switzerland
$32.2K -$1.26K -59 -4%
1
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ISTR Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2022, worth a combined $118M — up 2.3% from $115M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISTR positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.49M. The largest seller was M3F Inc, cutting an estimated $973K.

  • 59 institutional investors held Investar Holding Corp (ISTR) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $118M of Investar Holding Corp stock for Q4 2022, up 2.3% quarter-over-quarter.
  • 7 funds opened new Investar Holding Corp positions in Q4 2022 and 2 closed out, a net change of +5 holders.
  • The largest Investar Holding Corp buyer in Q4 2022 was Vanguard Group, an estimated $1.49M added.
  • The largest Investar Holding Corp seller in Q4 2022 was M3F Inc, an estimated $973K sold.

Based on aggregated 13F filings for Q4 2022.