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Investar Holding Corp
ISTR

Overview Fund Activity

58 hedge funds and large institutions have $77.4M invested in Investar Holding Corp in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$3.46M
2
Franklin Resources
2
Franklin Resources
California
$3.21M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$397K
4
BFC
4
Banc Funds Company
Illinois
$9.09M
5
ECM
5
ExodusPoint Capital Management
New York
$199K

Top Sellers

1
MI
1
M3F Inc
Utah
$3.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$378K
3
BFM
3
Boothbay Fund Management
New York
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$157K
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$397K +$397K +26,612 New
Morgan Stanley
27
Morgan Stanley
New York
$378K -$561K -37,649 -60%
Boston Partners
28
Boston Partners
Massachusetts
$277K -$225K -15,092 -45%
Barclays
29
Barclays
United Kingdom
$249K +$52.9K +3,548 +27%
Ameriprise
30
Ameriprise
Minnesota
$241K – – –
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$230K +$20.1K +1,346 +10%
ECM
32
ExodusPoint Capital Management
New York
$199K +$199K +13,369 New
ASN
33
Advisory Services Network
Georgia
$188K – – –
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$184K +$181K +12,148 +6,014%
SWP
35
Stratos Wealth Partners
Ohio
$180K +$180K +12,065 New
Citadel Advisors
36
Citadel Advisors
Florida
$178K -$94K -6,303 -35%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$169K +$19.1K +1,278 +13%
Jane Street
38
Jane Street
New York
$159K +$159K +10,697 New
Goldman Sachs
39
Goldman Sachs
New York
$158K -$283 -19 -0.2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$157K -$448K -29,966 -74%
HighTower Advisors
41
HighTower Advisors
Illinois
$149K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$134K +$4.36K +291 +3%
A
43
AJOVista
Massachusetts
$55.2K +$55.2K +3,705 New
LSV Asset Management
44
LSV Asset Management
Illinois
$51K – – –
Bank of America
45
Bank of America
North Carolina
$46.2K +$18.1K +1,212 +64%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$41K -$2.74K -185 -6%
NA
47
NewEdge Advisors
Louisiana
$38.6K +$164 +11 +0.4%
UBS Group
48
UBS Group
Switzerland
$37.9K +$34.7K +2,330 +1,104%
CCM
49
Copeland Capital Management
Pennsylvania
$37.7K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$33K +$33K +2,212 New
1
2
3