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Investar Holding Corp

82 hedge funds and large institutions have $118M invested in Investar Holding Corp in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $91M → $118M (+$27.4M)

11% more funds holding

Funds holding: 7482 (+8)

1.94% more ownership

Funds ownership: 60.12%62.06% (+1.9%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
39
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$194K
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$190K +$6.99K +397 +4%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$184K -$19.6K -1,113 -10%
UBS Group
54
UBS Group
Switzerland
$145K +$40.7K +2,316 +45%
Citigroup
55
Citigroup
New York
$131K +$81.9K +4,657 +224%
Wells Fargo
56
Wells Fargo
California
$109K +$3.2K +182 +3%
MIM
57
MetLife Investment Management
New Jersey
$105K +$53.8K +3,059 +129%
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$98.4K +$89.3K +5,074 New
CF
59
Corebridge Financial
Texas
$95.9K -$545 -31 -0.6%
LSV Asset Management
60
LSV Asset Management
Illinois
$66K
NA
61
NewEdge Advisors
Louisiana
$65.2K +$106 +6 +0.2%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$60K +$5.49K +312 +11%
CCM
63
Copeland Capital Management
Pennsylvania
$57K +$51.7K +2,938 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$36.4K
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.5K
TRCT
66
Tower Research Capital (TRC)
New York
$30.6K +$27.8K +1,578 New
Osaic Holdings
67
Osaic Holdings
Arizona
$21.5K +$19.5K +1,109 New
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$21.3K -$95K -5,400 -83%
AIP
69
Ameritas Investment Partners
Nebraska
$17.6K
Legal & General Group
70
Legal & General Group
United Kingdom
$15.4K
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$13K
AB
72
Amalgamated Bank
New York
$6K
WSFS
73
Wilmington Savings Fund Society
Delaware
$5.88K +$5.33K +303 New
Federated Hermes
74
Federated Hermes
Pennsylvania
$4.37K +$3.96K +225 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$3.78K +$3.43K +195 New

ISTR Hedge Fund Activity: Q3 2024 in Review

82 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2024, worth a combined $118M — up 30% from $91M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ISTR positions and 9 closed out — a net gain of 9 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $5.41M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $8.98M sold.

  • 82 institutional investors held Investar Holding Corp (ISTR) as of Q3 2024, up from 74 in Q2 2024.
  • Funds reported $118M of Investar Holding Corp stock for Q3 2024, up 30% quarter-over-quarter.
  • 18 funds opened new Investar Holding Corp positions in Q3 2024 and 9 closed out, a net change of +9 holders.
  • The largest Investar Holding Corp buyer in Q3 2024 was BlackRock, an estimated $5.41M added.
  • The largest Investar Holding Corp seller in Q3 2024 was Fourthstone LLC, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2024.