Investar Holding Corp
ISTR
56 hedge funds and large institutions have $55.6M invested in Investar Holding Corp in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 3 closing their positions.
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
1.16% less ownership
Funds ownership: 54.6% → 53.43% (-1.2%)
2% less funds holding
Funds holding: 57 → 56 (-1)
15% less capital invested
Capital invested by funds: $65.6M → $55.6M (-$9.95M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$648K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$363K |
| 3 |
BlackRock
New York
|
+$284K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$181K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Scoggin Management
New York
|
-$1.58M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$469K |
| 3 |
Franklin Resources
San Mateo,
California
|
-$412K |
| 4 |
LPL Financial
San Diego,
California
|
-$384K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $2.23K | +$1.1K | +86 | +69% |
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| $2.14K | +$2.6K | +202 | New |
|
|
CFGS
53
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.43K | -$771 | -60 | -31% |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $1.06K | -$2.46K | -191 | -66% |
|
|
EWA
55
EverSource Wealth Advisors
Birmingham,
Alabama
| $921 | +$1.12K | +87 | New |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| $206 | – | – | – |
|
|
SM
57
Scoggin Management
New York
| – | -$1.58M | -130,616 | Closed |
|
|
58
LPL Financial
San Diego,
California
| – | -$384K | -31,692 | Closed |
|
59
JP Morgan Chase
New York
| – | -$18.2K | -1,499 | Closed |
|
ISTR Hedge Fund Activity: Q3 2023 in Review
56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2023, worth a combined $55.6M — down 15% from $65.6M a quarter earlier.
Fund positioning in ISTR was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $648K. The largest seller was Scoggin Management, exiting entirely with an estimated $1.58M sold.
- 56 institutional investors held Investar Holding Corp (ISTR) as of Q3 2023, down from 57 in Q2 2023.
- Funds reported $55.6M of Investar Holding Corp stock for Q3 2023, down 15% quarter-over-quarter.
- 3 funds opened new Investar Holding Corp positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest Investar Holding Corp buyer in Q3 2023 was Morgan Stanley, an estimated $648K added.
- The largest Investar Holding Corp seller in Q3 2023 was Scoggin Management, an estimated $1.58M sold.
Based on aggregated 13F filings for Q3 2023.