Investar Holding Corp
ISTR
55 hedge funds and large institutions have $129M invested in Investar Holding Corp in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
9% more capital invested
Capital invested by funds: $118M → $129M (+$10.7M)
0% more funds holding
Funds holding: 55 → 55 (0)
2.89% less ownership
Funds ownership: 59.89% → 57% (-2.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$518K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$347K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$205K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$172K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$2.12M |
| 2 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.23M |
| 3 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
-$725K |
| 4 |
Renaissance Technologies
New York
|
-$537K |
| 5 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Osaic Holdings
Scottsdale,
Arizona
| $20K | +$18.6K | +908 | New |
|
52
Fidelity Investments
Boston,
Massachusetts
| $11K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $2K | +$2.29K | +112 | New |
|
54
BNP Paribas Financial Markets
Paris,
France
| $131 | – | – | – |
|
|
SSW
55
Smith Shellnut Wilson
Ridgeland,
Mississippi
| – | -$725K | -38,000 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$456K | -23,870 | Closed |
|
|
E
57
Ergoteles
New York
| – | -$333K | -17,468 | Closed |
|
58
Bank of America
Charlotte,
North Carolina
| – | -$99K | -4,833 | -100% |
|
59
UBS Group
Zurich,
Switzerland
| – | -$7K | -383 | Closed |
|
ISTR Hedge Fund Activity: Q2 2022 in Review
55 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2022, worth a combined $129M — up 9.1% from $118M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ISTR positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 25 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $518K. The largest seller was Maltese Capital Management, cutting an estimated $2.12M.
- 55 institutional investors held Investar Holding Corp (ISTR) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $129M of Investar Holding Corp stock for Q2 2022, up 9.1% quarter-over-quarter.
- 5 funds opened new Investar Holding Corp positions in Q2 2022 and 4 closed out, a net change of +1 holder.
- The largest Investar Holding Corp buyer in Q2 2022 was Hillsdale Investment Management, an estimated $518K added.
- The largest Investar Holding Corp seller in Q2 2022 was Maltese Capital Management, an estimated $2.12M sold.
Based on aggregated 13F filings for Q2 2022.