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Investar Holding Corp
ISTR

Overview Fund Activity

57 hedge funds and large institutions have $65.6M invested in Investar Holding Corp in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
14
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
1
Scoggin Management
New York
$1.58M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$2.64M
3
BFM
3
Boothbay Fund Management
New York
$484K
4
EF
4
Empowered Funds
Pennsylvania
$428K
5
Franklin Resources
5
Franklin Resources
California
$2.58M

Top Sellers

1
SCA
1
Stieven Capital Advisors
Missouri
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.59M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$384K 31,692 – –
GIM
27
Greenwich Investment Management
Connecticut
$375K 30,984 -325 -1%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$347K 29,512 – –
State Street
29
State Street
Massachusetts
$346K 28,348 – –
ROC
30
River Oaks Capital
Minnesota
$282K 23,300 -7,170 -24%
Citadel Advisors
31
Citadel Advisors
Florida
$271K 22,378 +9,333 +72%
Renaissance Technologies
32
Renaissance Technologies
New York
$224K 18,475 -100 -0.5%
Ameriprise
33
Ameriprise
Minnesota
$196K 16,155 – –
QC
34
Quadrature Capital
United Kingdom
$159K 13,228 +13,228 New
ASN
35
Advisory Services Network
Georgia
$153K 12,600 – –
Morgan Stanley
36
Morgan Stanley
New York
$152K 12,542 -9,133 -42%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$148K 12,200 – –
Barclays
38
Barclays
United Kingdom
$130K 10,705 -1,821 -15%
Goldman Sachs
39
Goldman Sachs
New York
$127K 10,465 +145 +1%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$123K 10,128 -12,907 -56%
HighTower Advisors
41
HighTower Advisors
Illinois
$121K 10,000 – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$103K 8,500 -332 -4%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$48K 3,948 +1,938 +96%
LSV Asset Management
44
LSV Asset Management
Illinois
$41K 3,400 – –
NA
45
NewEdge Advisors
Louisiana
$31.1K 2,568 +8 +0.3%
CCM
46
Copeland Capital Management
Pennsylvania
$30.4K 2,514 +2,514 New
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$25K 2,026 – –
Bank of America
48
Bank of America
North Carolina
$22.8K 1,884 +782 +71%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$22.7K 1,875 – –
Wells Fargo
50
Wells Fargo
California
$18.9K 1,563 -1,147 -42%
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