Investar Holding Corp
ISTR
86 hedge funds and large institutions have $138M invested in Investar Holding Corp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
16% more capital invested
Capital invested by funds: $118M → $138M (+$19.4M)
5% more funds holding
Funds holding: 82 → 86 (+4)
1.76% more ownership
Funds ownership: 62.06% → 63.82% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$2.53M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.71M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.49M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.48M |
| 5 |
Millennium Management
New York
|
+$649K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.35M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.26M |
| 3 |
BlackRock
New York
|
-$792K |
| 4 |
RA
Royce & Associates
New York
|
-$777K |
| 5 |
PU
Petiole USA
New York
|
-$569K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
76
Sterling Capital Management
Charlotte,
North Carolina
| $6.5K | +$5.85K | +267 | +921% |
|
77
Federated Hermes
Pittsburgh,
Pennsylvania
| $4.94K | – | – | – |
|
78
Fidelity Investments
Boston,
Massachusetts
| $4.26K | -$22 | -1 | -0.5% |
|
|
CAL
79
Capital Advisors Ltd
Shaker Heights,
Ohio
| $4K | – | – | – |
|
|
RS
80
R Squared
Central,
Hong Kong
| $3.51K | +$3.51K | +160 | New |
|
|
GI
81
GAMMA Investing
Foster City,
California
| $1.19K | +$920 | +42 | +350% |
|
|
C
82
Covestor
London,
United Kingdom
| $1K | -$592 | -27 | -42% |
|
|
CPG
83
Cornerstone Planning Group
Fairfield,
New Jersey
| $462 | – | – | – |
|
|
PA
84
Parallel Advisors
San Francisco,
California
| $142 | – | – | – |
|
|
IA
85
IFP Advisors
Tampa,
Florida
| $44 | – | – | – |
|
|
EWA
86
EverSource Wealth Advisors
Birmingham,
Alabama
| $22 | +$22 | +1 | New |
|
|
SS
87
SBI Securities
Tokyo,
Japan
| $22 | +$22 | +1 | New |
|
88
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$217K | -11,169 | Closed |
|
|
CPA
89
Capital Performance Advisors
Walnut Creek,
California
| – | -$349 | -18 | Closed |
|
ISTR Hedge Fund Activity: Q4 2024 in Review
86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2024, worth a combined $138M — up 16% from $118M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ISTR positions and 2 closed out — a net gain of 4 holders — while 33 added to existing stakes and 28 trimmed.
The largest buyer was Rhino Investment Partners, adding an estimated $2.53M. The largest seller was Banc Funds Company, cutting an estimated $1.35M.
- 86 institutional investors held Investar Holding Corp (ISTR) as of Q4 2024, up from 82 in Q3 2024.
- Funds reported $138M of Investar Holding Corp stock for Q4 2024, up 16% quarter-over-quarter.
- 6 funds opened new Investar Holding Corp positions in Q4 2024 and 2 closed out, a net change of +4 holders.
- The largest Investar Holding Corp buyer in Q4 2024 was Rhino Investment Partners, an estimated $2.53M added.
- The largest Investar Holding Corp seller in Q4 2024 was Banc Funds Company, an estimated $1.35M sold.
Based on aggregated 13F filings for Q4 2024.