We are live on ! Find out more
ISTR icon

Investar Holding Corp
ISTR

56 hedge funds and large institutions have $55.6M invested in Investar Holding Corp in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

1.16% less ownership

Funds ownership: 54.6% → 53.43% (-1.2%)

2% less funds holding

Funds holding: 57 → 56 (-1)

15% less capital invested

Capital invested by funds: $65.6M → $55.6M (-$9.95M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
17
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$648K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$363K
3
BlackRock
BlackRock
New York
+$284K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$181K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$135K

Top Sellers

Rank Fund Capital Flow
1
SM
Scoggin Management
New York
-$1.58M
2
MI
M3F Inc
Utah
-$469K
3
Franklin Resources
Franklin Resources
California
-$412K
4
LPL Financial
LPL Financial
California
-$384K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
26
Greenwich Investment Management
Connecticut
$327K -$1.34K -104 -0.3%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$316K – – –
State Street
28
State Street
Massachusetts
$301K -$2.57K -200 -0.7%
Renaissance Technologies
29
Renaissance Technologies
New York
$267K +$86.1K +6,700 +36%
ROC
30
River Oaks Capital
Minnesota
$213K -$40.5K -3,150 -14%
Citadel Advisors
31
Citadel Advisors
Florida
$193K -$52.8K -4,111 -18%
Ameriprise
32
Ameriprise
Minnesota
$171K – – –
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$149K +$181K +14,061 New
Barclays
34
Barclays
United Kingdom
$139K +$31.6K +2,461 +23%
ASN
35
Advisory Services Network
Georgia
$133K – – –
Goldman Sachs
36
Goldman Sachs
New York
$113K +$2.04K +159 +2%
QC
37
Quadrature Capital
United Kingdom
$107K -$39.5K -3,071 -23%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$106K -$1.18K -92 -0.9%
HighTower Advisors
39
HighTower Advisors
Illinois
$106K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$92K +$2.08K +162 +2%
LSV Asset Management
41
LSV Asset Management
Illinois
$36K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$31K -$12.8K -993 -25%
NA
43
NewEdge Advisors
Louisiana
$27.3K +$103 +8 +0.3%
CCM
44
Copeland Capital Management
Pennsylvania
$26.8K +$193 +15 +0.6%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K – – –
Bank of America
46
Bank of America
North Carolina
$20K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$19.9K – – –
Wells Fargo
48
Wells Fargo
California
$16.6K +$13 +1 +0.1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$3.87K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.34K – – –
1
2
3

ISTR Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2023, worth a combined $55.6M — down 15% from $65.6M a quarter earlier.

Fund positioning in ISTR was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $648K. The largest seller was Scoggin Management, exiting entirely with an estimated $1.58M sold.

  • 56 institutional investors held Investar Holding Corp (ISTR) as of Q3 2023, down from 57 in Q2 2023.
  • Funds reported $55.6M of Investar Holding Corp stock for Q3 2023, down 15% quarter-over-quarter.
  • 3 funds opened new Investar Holding Corp positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Investar Holding Corp buyer in Q3 2023 was Morgan Stanley, an estimated $648K added.
  • The largest Investar Holding Corp seller in Q3 2023 was Scoggin Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2023.