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Investar Holding Corp
ISTR

74 hedge funds and large institutions have $91M invested in Investar Holding Corp in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

17% more funds holding

Funds holding: 63 → 74 (+11)

3.59% more ownership

Funds ownership: 56.53% → 60.12% (+3.6%)

1% more capital invested

Capital invested by funds: $90.5M → $91M (+$557K)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
25
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.68M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.75M
3
State Street
State Street
Massachusetts
+$1.16M
4
Morgan Stanley
Morgan Stanley
New York
+$877K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$727K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.18M
2
MI
M3F Inc
Utah
-$2.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.3M
4
Millennium Management
Millennium Management
New York
-$885K
5
KCM
Kennedy Capital Management
Missouri
-$689K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$620K +$150K +9,458 +31%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$496K +$509K +32,219 New
HSBC Holdings
28
HSBC Holdings
United Kingdom
$467K – – –
Renaissance Technologies
29
Renaissance Technologies
New York
$463K +$122K +7,700 +34%
Goldman Sachs
30
Goldman Sachs
New York
$394K -$147K -9,299 -27%
Charles Schwab
31
Charles Schwab
California
$386K +$396K +25,072 New
MI
32
M3F Inc
Utah
$385K -$2.24M -141,464 -85%
Invesco
33
Invesco
Georgia
$383K +$394K +24,893 New
GIM
34
Greenwich Investment Management
Connecticut
$373K -$78.5K -4,965 -17%
SO
35
STRS Ohio
Ohio
$336K +$345K +21,800 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$329K +$339K +21,456 New
Barclays
37
Barclays
United Kingdom
$322K +$153K +9,708 +87%
RWM
38
Ritholtz Wealth Management
New York
$318K +$157K +9,921 +92%
Millennium Management
39
Millennium Management
New York
$315K -$885K -55,968 -73%
Ameriprise
40
Ameriprise
Minnesota
$249K – – –
SC
41
Savant Capital
Illinois
$205K +$211K +13,337 New
QC
42
Quadrature Capital
United Kingdom
$194K +$200K +12,626 New
ASN
43
Advisory Services Network
Georgia
$194K – – –
N
44
Nuveen
North Carolina
$189K +$194K +12,280 New
SWP
45
Stratos Wealth Partners
Ohio
$186K – – –
American Century Companies
46
American Century Companies
Missouri
$182K – – –
HIM
47
Hillsdale Investment Management
Ontario, Canada
$174K – – –
Citadel Advisors
48
Citadel Advisors
Florida
$173K +$178K +11,252 New
JP Morgan Chase
49
JP Morgan Chase
New York
$173K +$41.9K +2,650 +31%
Man Group
50
Man Group
United Kingdom
$169K -$168K -10,631 -49%
1
2
3 4

ISTR Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2024, worth a combined $91M — up 0.62% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ISTR positions and 8 closed out — a net gain of 11 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $6.68M. The largest seller was Fourthstone LLC, cutting an estimated $3.18M.

  • 74 institutional investors held Investar Holding Corp (ISTR) as of Q2 2024, up from 63 in Q1 2024.
  • Funds reported $91M of Investar Holding Corp stock for Q2 2024, up 0.62% quarter-over-quarter.
  • 19 funds opened new Investar Holding Corp positions in Q2 2024 and 8 closed out, a net change of +11 holders.
  • The largest Investar Holding Corp buyer in Q2 2024 was BlackRock, an estimated $6.68M added.
  • The largest Investar Holding Corp seller in Q2 2024 was Fourthstone LLC, an estimated $3.18M sold.

Based on aggregated 13F filings for Q2 2024.