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Investar Holding Corp
ISTR

56 hedge funds and large institutions have $126M invested in Investar Holding Corp in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0.15% less ownership

Funds ownership: 55.05% → 54.9% (-0.15%)

4% less capital invested

Capital invested by funds: $131M → $126M (-$5.31M)

7% less funds holding

Funds holding: 60 → 56 (-4)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.25M
2
MI
M3F Inc
Utah
+$1.92M
3
FL
Fourthstone LLC
Missouri
+$1.86M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.62M
5
KCM
Kennedy Capital Management
Missouri
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$3.06M
2
BFC
Banc Funds Company
Illinois
-$2.53M
3
Millennium Management
Millennium Management
New York
-$1.51M
4
BFM
Boothbay Fund Management
New York
-$1.25M
5
Renaissance Technologies
Renaissance Technologies
New York
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$23K -$44 -2 -0.2%
Optiver Holding
52
Optiver Holding
Netherlands
$19K – – –
UBS Group
53
UBS Group
Switzerland
$15K +$12.6K +569 +605%
Osaic Holdings
54
Osaic Holdings
Arizona
$4K – – –
CFA
55
Carroll Financial Associates
North Carolina
$3K – – –
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$132 – – –
EC
57
EJF Capital
Virginia
– -$3.06M -133,637 Closed
BFM
58
Boothbay Fund Management
New York
– -$1.25M -54,747 Closed
PCM
59
Penn Capital Management
Pennsylvania
– -$648K -28,302 Closed
TEE
60
Tibra Equities Europe
United Kingdom
– -$348K -15,200 Closed
SEI Investments
61
SEI Investments
Pennsylvania
– -$246K -10,750 Closed
JF
62
Jump Financial
Illinois
– -$215K -9,400 Closed
MWNA
63
Marshall Wace North America
New York
– -$210K -9,156 Closed
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
– -$191K -8,323 Closed
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
– -$2K -83 Closed
Federated Hermes
66
Federated Hermes
Pennsylvania
– -$2K -76 Closed
1 2
3

ISTR Hedge Fund Activity: Q3 2021 in Review

56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2021, worth a combined $126M — down 4% from $131M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ISTR and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.25M. The largest seller was EJF Capital, exiting entirely with an estimated $3.06M sold.

  • 56 institutional investors held Investar Holding Corp (ISTR) as of Q3 2021, down from 60 in Q2 2021.
  • Funds reported $126M of Investar Holding Corp stock for Q3 2021, down 4% quarter-over-quarter.
  • 6 funds opened new Investar Holding Corp positions in Q3 2021 and 10 closed out, a net change of -4 holders.
  • The largest Investar Holding Corp buyer in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $2.25M added.
  • The largest Investar Holding Corp seller in Q3 2021 was EJF Capital, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2021.