Investar Holding Corp
ISTR
57 hedge funds and large institutions have $112M invested in Investar Holding Corp in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
3.88% more ownership
Funds ownership: 54.9% → 58.78% (+3.9%)
2% more funds holding
Funds holding: 56 → 57 (+1)
11% less capital invested
Capital invested by funds: $126M → $112M (-$14.1M)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.93M |
| 2 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
+$1.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.12M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$863K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$621K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.04M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.11M |
| 3 |
Renaissance Technologies
New York
|
-$602K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$572K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$567K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $47K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $35K | – | – | – |
|
53
Optiver Holding
Amsterdam,
Netherlands
| $19K | – | – | – |
|
54
Wells Fargo
San Francisco,
California
| $19K | – | – | – |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| $6K | +$6.15K | +328 | New |
|
56
Osaic Holdings
Scottsdale,
Arizona
| $4K | – | – | – |
|
57
BNP Paribas Financial Markets
Paris,
France
| $110 | – | – | – |
|
|
58
Marshall Wace
London,
United Kingdom
| – | -$572K | -25,990 | Closed |
|
|
HF
59
HRT Financial
New York
| – | -$508K | -23,095 | Closed |
|
|
FCM
60
FJ Capital Management
Mclean,
Virginia
| – | -$450K | -20,000 | Closed |
|
61
Citadel Advisors
Miami,
Florida
| – | -$302K | -13,718 | Closed |
|
|
TI
62
Trexquant Investment
Stamford,
Connecticut
| – | -$248K | -11,270 | Closed |
|
63
UBS Group
Zurich,
Switzerland
| – | -$15K | -663 | Closed |
|
|
CFA
64
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$3K | -175 | Closed |
|
ISTR Hedge Fund Activity: Q4 2021 in Review
57 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2021, worth a combined $112M — down 11% from $126M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISTR positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 23 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $1.93M. The largest seller was Geneos Wealth Management, cutting an estimated $2.04M.
- 57 institutional investors held Investar Holding Corp (ISTR) as of Q4 2021, up from 56 in Q3 2021.
- Funds reported $112M of Investar Holding Corp stock for Q4 2021, down 11% quarter-over-quarter.
- 8 funds opened new Investar Holding Corp positions in Q4 2021 and 7 closed out, a net change of +1 holder.
- The largest Investar Holding Corp buyer in Q4 2021 was Fourthstone LLC, an estimated $1.93M added.
- The largest Investar Holding Corp seller in Q4 2021 was Geneos Wealth Management, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2021.