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Investar Holding Corp

71 hedge funds and large institutions have $155M invested in Investar Holding Corp in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $130M → $155M (+$25.3M)

15% more funds holding

Funds holding: 6271 (+9)

10.33% more ownership

Funds ownership: 54.85%65.18% (+10%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$129K +$132K +5,365 New
Bank of America
52
Bank of America
North Carolina
$119K +$1.97K +80 +2%
MIM
53
MetLife Investment Management
New Jersey
$116K
Deutsche Bank
54
Deutsche Bank
Germany
$93K +$615 +25 +0.6%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$84.1K
AP
56
Arlington Partners
Alabama
$72K +$73.8K +3,000 New
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$46.3K +$11.7K +477 +33%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$45K
Citigroup
59
Citigroup
New York
$44K +$15.1K +612 +50%
Legal & General Group
60
Legal & General Group
United Kingdom
$37K +$2.68K +109 +8%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$28K +$8.59K +349 +43%
SO
62
STRS Ohio
Ohio
$19K
AIP
63
Ameritas Investment Partners
Nebraska
$17K
EA
64
Emerald Advisers
Pennsylvania
$11K +$11.6K +473 New
AG
65
Advisor Group
Arizona
$5K
MAM
66
Meeder Asset Management
Ohio
$2K
NFG
67
Next Financial Group
Texas
$2K
TRCT
68
Tower Research Capital (TRC)
New York
$1K -$4.4K -179 -78%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$1K +$566 +23 New
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$1K +$1.01K +41 New
BCM
71
Bridgeway Capital Management
Texas
-$519K -21,800 Closed
OAM
72
Oxford Asset Management
United Kingdom
-$266K -11,182 Closed
Victory Capital Management
73
Victory Capital Management
Texas
-$40K -1,698 Closed
Canada Life
74
Canada Life
Manitoba, Canada
+$320 +13 New

ISTR Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2019, worth a combined $155M — up 20% from $130M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISTR positions and 3 closed out — a net gain of 9 holders — while 29 added to existing stakes and 12 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $6.13M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $519K sold.

  • 71 institutional investors held Investar Holding Corp (ISTR) as of Q4 2019, up from 62 in Q3 2019.
  • Funds reported $155M of Investar Holding Corp stock for Q4 2019, up 20% quarter-over-quarter.
  • 12 funds opened new Investar Holding Corp positions in Q4 2019 and 3 closed out, a net change of +9 holders.
  • The largest Investar Holding Corp buyer in Q4 2019 was Maltese Capital Management, an estimated $6.13M added.
  • The largest Investar Holding Corp seller in Q4 2019 was Bridgeway Capital Management, an estimated $519K sold.

Based on aggregated 13F filings for Q4 2019.