Investar Holding Corp
ISTR
59 hedge funds and large institutions have $118M invested in Investar Holding Corp in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
9% more funds holding
Funds holding: 54 → 59 (+5)
2% more capital invested
Capital invested by funds: $115M → $118M (+$2.61M)
0.13% more ownership
Funds ownership: 57.9% → 58.03% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
61% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.49M |
| 2 |
Morgan Stanley
New York
|
+$552K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$318K |
| 4 |
Man Group
London,
United Kingdom
|
+$210K |
| 5 |
Renaissance Technologies
New York
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$973K |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$943K |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$309K |
| 4 |
Millennium Management
New York
|
-$286K |
| 5 |
Bank of New York Mellon
New York
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $26.3K | – | – | – |
|
52
JP Morgan Chase
New York
| $22K | -$41.2K | -1,919 | -65% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $8.27K | -$1.39K | -65 | -14% |
|
|
PA
54
Parallel Advisors
San Francisco,
California
| $5.91K | +$5.88K | +274 | New |
|
55
Dimensional Fund Advisors
Austin,
Texas
| $5.5K | +$75.7K | +3,529 | +1% |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $2K | +$2.4K | +112 | New |
|
57
Bank of America
Charlotte,
North Carolina
| $237 | +$193 | +9 | +450% |
|
58
BNP Paribas Financial Markets
Paris,
France
| $129 | -$25.3K | -1,178 | -99% |
|
|
NA
59
NewEdge Advisors
New Orleans,
Louisiana
| $31 | +$30.7K | +1,429 | New |
|
|
WP
60
WealthSource Partners
San Luis Obispo,
California
| – | -$943K | -47,404 | Closed |
|
|
61
Bank of New York Mellon
New York
| – | -$261K | -13,157 | Closed |
|
ISTR Hedge Fund Activity: Q4 2022 in Review
59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2022, worth a combined $118M — up 2.3% from $115M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISTR positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 28 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.49M. The largest seller was M3F Inc, cutting an estimated $973K.
- 59 institutional investors held Investar Holding Corp (ISTR) as of Q4 2022, up from 54 in Q3 2022.
- Funds reported $118M of Investar Holding Corp stock for Q4 2022, up 2.3% quarter-over-quarter.
- 7 funds opened new Investar Holding Corp positions in Q4 2022 and 2 closed out, a net change of +5 holders.
- The largest Investar Holding Corp buyer in Q4 2022 was Vanguard Group, an estimated $1.49M added.
- The largest Investar Holding Corp seller in Q4 2022 was M3F Inc, an estimated $973K sold.
Based on aggregated 13F filings for Q4 2022.