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Investar Holding Corp
ISTR

62 hedge funds and large institutions have $79.1M invested in Investar Holding Corp in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

5% more funds holding

Funds holding: 59 → 62 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.99% less ownership

Funds ownership: 58.03% → 57.04% (-0.99%)

33% less capital invested

Capital invested by funds: $118M → $79.1M (-$38.9M)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
24
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$805K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$794K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$766K
4
Millennium Management
Millennium Management
New York
+$494K
5
Jane Street
Jane Street
New York
+$362K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.88M
2
SCA
Stieven Capital Advisors
Missouri
-$1.61M
3
KCM
Kennedy Capital Management
Missouri
-$734K
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$545K
5
Man Group
Man Group
United Kingdom
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
26
Greenwich Investment Management
Connecticut
$437K – – –
ROC
27
River Oaks Capital
Minnesota
$425K -$18.8K -974 -3%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$405K – – –
State Street
29
State Street
Massachusetts
$398K – – –
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$322K -$132K -6,847 -23%
Morgan Stanley
31
Morgan Stanley
New York
$303K -$1.88M -97,324 -82%
Jane Street
32
Jane Street
New York
$262K +$362K +18,762 New
Renaissance Technologies
33
Renaissance Technologies
New York
$259K -$164K -8,500 -31%
EA
34
Ellsworth Advisors
Ohio
$253K +$20.3K +1,054 +6%
Ameriprise
35
Ameriprise
Minnesota
$226K – – –
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$217K +$102K +5,300 +52%
Citadel Advisors
37
Citadel Advisors
Florida
$182K +$251K +13,045 New
ASN
38
Advisory Services Network
Georgia
$176K – – –
Barclays
39
Barclays
United Kingdom
$175K -$25.9K -1,344 -10%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$170K – – –
Goldman Sachs
41
Goldman Sachs
New York
$144K +$1K +52 +0.5%
Citigroup
42
Citigroup
New York
$141K +$89.3K +4,633 +84%
HighTower Advisors
43
HighTower Advisors
Illinois
$140K – – –
EM
44
ELCO Management
New York
$140K -$123K -6,368 -39%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$124K +$6.4K +332 +4%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$54.4K -$545K -28,300 -88%
LSV Asset Management
47
LSV Asset Management
Illinois
$47K – – –
Wells Fargo
48
Wells Fargo
California
$37.8K +$28.7K +1,489 +122%
NA
49
NewEdge Advisors
Louisiana
$35.7K +$21.8K +1,131 +79%
PSC
50
Piper Sandler & Co
Minnesota
$31K +$42.8K +2,222 New
1
2
3

ISTR Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2023, worth a combined $79.1M — down 33% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ISTR positions and 3 closed out — a net gain of 3 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was M3F Inc, adding an estimated $805K. The largest seller was Morgan Stanley, cutting an estimated $1.88M.

  • 62 institutional investors held Investar Holding Corp (ISTR) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $79.1M of Investar Holding Corp stock for Q1 2023, down 33% quarter-over-quarter.
  • 6 funds opened new Investar Holding Corp positions in Q1 2023 and 3 closed out, a net change of +3 holders.
  • The largest Investar Holding Corp buyer in Q1 2023 was M3F Inc, an estimated $805K added.
  • The largest Investar Holding Corp seller in Q1 2023 was Morgan Stanley, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2023.