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Investar Holding Corp
ISTR

56 hedge funds and large institutions have $88.3M invested in Investar Holding Corp in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $78.8M → $88.3M (+$9.45M)

0.75% less ownership

Funds ownership: 56.55% → 55.8% (-0.75%)

11% less funds holding

Funds holding: 63 → 56 (-7)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$2.23M
2
BCM
Bridgeway Capital Management
Texas
+$724K
3
BlackRock
BlackRock
New York
+$682K
4
Northern Trust
Northern Trust
Illinois
+$523K
5
RA
Royce & Associates
New York
+$485K

Top Sellers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
-$2.23M
2
FHC
Forest Hill Capital
Arkansas
-$2.04M
3
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$747K
4
Renaissance Technologies
Renaissance Technologies
New York
-$659K
5
FL
Fourthstone LLC
Missouri
-$598K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$11K +$11.1K +869 New
AIP
52
Ameritas Investment Partners
Nebraska
$10K – – –
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$6.61K -$30.7K -2,411 -84%
Osaic Holdings
54
Osaic Holdings
Arizona
$3K – – –
CFA
55
Carroll Financial Associates
North Carolina
$2K +$2.23K +175 New
Canada Life
56
Canada Life
Manitoba, Canada
$1K -$38 -3 -8%
MCA
57
Mendon Capital Advisors
Florida
– -$2.23M -174,914 Closed
FHC
58
Forest Hill Capital
Arkansas
– -$2.04M -159,907 Closed
RHCA
59
Rosenthal Henry Capital Advisors
Indiana
– -$747K -58,500 Closed
FL
60
Fourthstone LLC
Missouri
– -$598K -46,800 Closed
HSWM
61
Hubbell Strickland Wealth Management
Louisiana
– -$219K -17,114 Closed
Millennium Management
62
Millennium Management
New York
– -$191K -14,987 Closed
GC
63
Globeflex Capital
California
– -$84K -6,563 Closed
Victory Capital Management
64
Victory Capital Management
Texas
– -$46K -3,656 Closed
AP
65
Arlington Partners
Alabama
– -$38K -3,000 Closed
MAM
66
Meeder Asset Management
Ohio
– -$1K -100 Closed
1 2
3

ISTR Hedge Fund Activity: Q2 2020 in Review

56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2020, worth a combined $88.3M — up 12% from $78.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ISTR and 5 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 25 added.

The largest buyer was EJF Capital, adding an estimated $2.23M. The largest seller was Mendon Capital Advisors, exiting entirely with an estimated $2.23M sold.

  • 56 institutional investors held Investar Holding Corp (ISTR) as of Q2 2020, down from 63 in Q1 2020.
  • Funds reported $88.3M of Investar Holding Corp stock for Q2 2020, up 12% quarter-over-quarter.
  • 5 funds opened new Investar Holding Corp positions in Q2 2020 and 12 closed out, a net change of -7 holders.
  • The largest Investar Holding Corp buyer in Q2 2020 was EJF Capital, an estimated $2.23M added.
  • The largest Investar Holding Corp seller in Q2 2020 was Mendon Capital Advisors, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2020.