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Investar Holding Corp

63 hedge funds and large institutions have $90.5M invested in Investar Holding Corp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $77.4M → $90.5M (+$13M)

9% more funds holding

Funds holding: 5863 (+5)

3.27% more ownership

Funds ownership: 53.26%56.53% (+3.3%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
51
LSV Asset Management
Illinois
$56K
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$45K
NA
53
NewEdge Advisors
Louisiana
$42.4K +$115 +7 +0.3%
CCM
54
Copeland Capital Management
Pennsylvania
$32.5K -$8.94K -542 -21%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.8K -$1.39K -84 -4%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$30.7K
UBS Group
57
UBS Group
Switzerland
$23.8K -$17.9K -1,085 -43%
Wells Fargo
58
Wells Fargo
California
$23.6K
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$5.97K
CAL
60
Capital Advisors Ltd
Ohio
$3K
TRCT
61
Tower Research Capital (TRC)
New York
$2.58K +$2.61K +158 New
PA
62
Parallel Advisors
California
$105
Macquarie Group
63
Macquarie Group
Australia
$5 +$4.87K +295 New
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$230K -15,407 Closed
ECM
65
ExodusPoint Capital Management
New York
-$199K -13,369 Closed
Citadel Advisors
66
Citadel Advisors
Florida
-$178K -11,964 Closed
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
-$169K -11,314 Closed
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
-$157K -10,500 Closed
A
69
AJOVista
Massachusetts
-$55.2K -3,705 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
-$2.21K -134 Closed

ISTR Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2024, worth a combined $90.5M — up 17% from $77.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISTR positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $2.51M. The largest seller was Fourthstone LLC, cutting an estimated $3.11M.

  • 63 institutional investors held Investar Holding Corp (ISTR) as of Q1 2024, up from 58 in Q4 2023.
  • Funds reported $90.5M of Investar Holding Corp stock for Q1 2024, up 17% quarter-over-quarter.
  • 12 funds opened new Investar Holding Corp positions in Q1 2024 and 7 closed out, a net change of +5 holders.
  • The largest Investar Holding Corp buyer in Q1 2024 was AllianceBernstein, an estimated $2.51M added.
  • The largest Investar Holding Corp seller in Q1 2024 was Fourthstone LLC, an estimated $3.11M sold.

Based on aggregated 13F filings for Q1 2024.