We are live on ! Find out more
ISTR icon

Investar Holding Corp
ISTR

86 hedge funds and large institutions have $138M invested in Investar Holding Corp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $118M → $138M (+$19.4M)

5% more funds holding

Funds holding: 82 → 86 (+4)

1.76% more ownership

Funds ownership: 62.06% → 63.82% (+1.8%)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
+$2.53M
2
KAS
Kestra Advisory Services
Texas
+$1.71M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.49M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.48M
5
Millennium Management
Millennium Management
New York
+$649K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.35M
2
Franklin Resources
Franklin Resources
California
-$1.26M
3
BlackRock
BlackRock
New York
-$792K
4
RA
Royce & Associates
New York
-$777K
5
PU
Petiole USA
New York
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
26
Ritholtz Wealth Management
New York
$1.3M +$443K +20,196 +52%
American Century Companies
27
American Century Companies
Missouri
$1.23M +$51.3K +2,343 +4%
EF
28
Empowered Funds
Pennsylvania
$1.19M +$57K +2,599 +5%
SGCA
29
Steel Grove Capital Advisors
Tennessee
$1.14M +$5.08K +232 +0.5%
Goldman Sachs
30
Goldman Sachs
New York
$1.1M +$262K +11,953 +31%
Boston Partners
31
Boston Partners
Massachusetts
$951K -$543K -24,793 -36%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$921K +$273K +12,445 +42%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$814K -$82.2K -3,750 -9%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$695K -$213K -9,707 -24%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$675K -$22.6K -1,033 -3%
Millennium Management
36
Millennium Management
New York
$651K +$649K +29,625 New
Charles Schwab
37
Charles Schwab
California
$566K -$21.9K -1,000 -4%
JP Morgan Chase
38
JP Morgan Chase
New York
$523K +$162K +7,413 +45%
TI
39
Trexquant Investment
Connecticut
$511K +$116K +5,309 +30%
Two Sigma Investments
40
Two Sigma Investments
New York
$506K -$91.9K -4,194 -15%
Barclays
41
Barclays
United Kingdom
$505K -$68.5K -3,125 -12%
SO
42
STRS Ohio
Ohio
$479K – – –
Squarepoint
43
Squarepoint
New York
$411K +$99.4K +4,534 +32%
Ameriprise
44
Ameriprise
Minnesota
$383K +$28.5K +1,300 +8%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$354K +$39.8K +1,817 +13%
N
46
Nuveen
North Carolina
$330K – – –
CIC
47
Cornercap Investment Counsel
Georgia
$308K – – –
ASN
48
Advisory Services Network
Georgia
$277K – – –
SC
49
Savant Capital
Illinois
$273K -$48.2K -2,200 -15%
SWP
50
Stratos Wealth Partners
Ohio
$266K – – –
1
2
3 4

ISTR Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2024, worth a combined $138M — up 16% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ISTR positions and 2 closed out — a net gain of 4 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Rhino Investment Partners, adding an estimated $2.53M. The largest seller was Banc Funds Company, cutting an estimated $1.35M.

  • 86 institutional investors held Investar Holding Corp (ISTR) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $138M of Investar Holding Corp stock for Q4 2024, up 16% quarter-over-quarter.
  • 6 funds opened new Investar Holding Corp positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest Investar Holding Corp buyer in Q4 2024 was Rhino Investment Partners, an estimated $2.53M added.
  • The largest Investar Holding Corp seller in Q4 2024 was Banc Funds Company, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2024.