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Investar Holding Corp

82 hedge funds and large institutions have $118M invested in Investar Holding Corp in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $91M → $118M (+$27.4M)

11% more funds holding

Funds holding: 7482 (+8)

1.94% more ownership

Funds ownership: 60.12%62.06% (+1.9%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
39
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
26
Steel Grove Capital Advisors
Tennessee
$1M +$4.36K +248 +0.5%
EF
27
Empowered Funds
Pennsylvania
$1,000K +$44.8K +2,546 +5%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$805K +$198K +11,228 +37%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$792K -$128K -7,272 -15%
RWM
30
Ritholtz Wealth Management
New York
$757K +$323K +18,367 +89%
Goldman Sachs
31
Goldman Sachs
New York
$743K +$224K +12,750 +50%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$616K -$8.29K -471 -1%
RIP
33
Rhino Investment Partners
Pennsylvania
$583K +$529K +30,061 New
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$572K +$519K +29,481 New
Two Sigma Investments
35
Two Sigma Investments
New York
$528K +$479K +27,225 New
Charles Schwab
36
Charles Schwab
California
$519K +$30K +1,706 +7%
Barclays
37
Barclays
United Kingdom
$507K +$91.9K +5,224 +25%
SO
38
STRS Ohio
Ohio
$423K
TI
39
Trexquant Investment
Connecticut
$348K +$316K +17,959 New
JP Morgan Chase
40
JP Morgan Chase
New York
$318K +$91.3K +5,190 +46%
Ameriprise
41
Ameriprise
Minnesota
$313K
N
42
Nuveen
North Carolina
$292K +$48.2K +2,737 +22%
SC
43
Savant Capital
Illinois
$283K +$22.4K +1,272 +10%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$278K +$225K +12,815 +851%
Squarepoint
45
Squarepoint
New York
$275K +$250K +14,186 New
CIC
46
Cornercap Investment Counsel
Georgia
$272K +$247K +14,031 New
Bank of America
47
Bank of America
North Carolina
$236K +$107K +6,090 +100%
SWP
48
Stratos Wealth Partners
Ohio
$235K +$528 +30 +0.2%
Deutsche Bank
49
Deutsche Bank
Germany
$217K +$20.4K +1,161 +12%
ASN
50
Advisory Services Network
Georgia
$194K

ISTR Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2024, worth a combined $118M — up 30% from $91M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ISTR positions and 9 closed out — a net gain of 9 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $5.41M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $8.98M sold.

  • 82 institutional investors held Investar Holding Corp (ISTR) as of Q3 2024, up from 74 in Q2 2024.
  • Funds reported $118M of Investar Holding Corp stock for Q3 2024, up 30% quarter-over-quarter.
  • 18 funds opened new Investar Holding Corp positions in Q3 2024 and 9 closed out, a net change of +9 holders.
  • The largest Investar Holding Corp buyer in Q3 2024 was BlackRock, an estimated $5.41M added.
  • The largest Investar Holding Corp seller in Q3 2024 was Fourthstone LLC, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2024.