Investar Holding Corp
ISTR
56 hedge funds and large institutions have $121M invested in Investar Holding Corp in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
20% more capital invested
Capital invested by funds: $101M → $121M (+$19.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.19% less ownership
Funds ownership: 57.27% → 56.08% (-1.2%)
2% less funds holding
Funds holding: 57 → 56 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.23M |
| 2 |
RA
Royce & Associates
New York
|
+$1.03M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$899K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$520K |
| 5 |
Millennium Management
New York
|
+$443K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JC
JCSD Capital
Walnut Creek,
California
|
-$3.23M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.67M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$869K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$812K |
| 5 |
State Street
Boston,
Massachusetts
|
-$578K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $15K | – | – | – |
|
52
Citigroup
New York
| $13K | -$24.3K | -1,294 | -66% |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | -$23.6K | -1,254 | -83% |
|
54
Osaic Holdings
Scottsdale,
Arizona
| $4K | – | – | – |
|
|
CFA
55
Carroll Financial Associates
Charlotte,
North Carolina
| $3K | – | – | – |
|
|
AIG
56
American International Group
New York
| $118 | +$282 | +15 | +0.3% |
|
|
JC
57
JCSD Capital
Walnut Creek,
California
| – | -$3.23M | -195,573 | Closed |
|
|
KAS
58
Kestra Advisory Services
Austin,
Texas
| – | -$1.67M | -98,343 | Closed |
|
|
IHL
59
Investment House LLC
Redondo Beach,
California
| – | -$187K | -11,327 | Closed |
|
60
Squarepoint
New York
| – | -$181K | -10,944 | Closed |
|
ISTR Hedge Fund Activity: Q1 2021 in Review
56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2021, worth a combined $121M — up 20% from $101M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ISTR and 3 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 24 added.
The largest buyer was BlackRock, adding an estimated $1.23M. The largest seller was JCSD Capital, exiting entirely with an estimated $3.23M sold.
- 56 institutional investors held Investar Holding Corp (ISTR) as of Q1 2021, down from 57 in Q4 2020.
- Funds reported $121M of Investar Holding Corp stock for Q1 2021, up 20% quarter-over-quarter.
- 3 funds opened new Investar Holding Corp positions in Q1 2021 and 4 closed out, a net change of -1 holder.
- The largest Investar Holding Corp buyer in Q1 2021 was BlackRock, an estimated $1.23M added.
- The largest Investar Holding Corp seller in Q1 2021 was JCSD Capital, an estimated $3.23M sold.
Based on aggregated 13F filings for Q1 2021.