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Investar Holding Corp

20 hedge funds and large institutions have $35.4M invested in Investar Holding Corp in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+20
Holders Change %
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.55M +$6.86M +492,300 New
FCM
2
FJ Capital Management
Virginia
$4.41M +$4.62M +331,300 New
MCM
3
Maltese Capital Management
New York
$4.27M +$4.47M +320,800 New
ECA
4
Endeavour Capital Advisors
Connecticut
$3.76M +$3.94M +282,594 New
JAM
5
Jacobs Asset Management
New York
$3.7M +$3.88M +278,000 New
BFC
6
Banc Funds Company
Illinois
$3.33M +$3.49M +250,000 New
Franklin Resources
7
Franklin Resources
California
$2.66M +$2.79M +200,000 New
MFP
8
Michael F. Price
$2.33M +$2.44M +175,000 New
AllianceBernstein
9
AllianceBernstein
Tennessee
$1.59M +$1.67M +119,948 New
AWCI
10
Alpine Woods Capital Investors
New York
$1.24M +$1.3M +93,000 New
WA
11
Wasatch Advisors
Utah
$1.07M +$1.12M +80,290 New
Goldman Sachs
12
Goldman Sachs
New York
$253K +$265K +19,011 New
EEG
13
E.E. Geduld
$200K +$209K +15,000 New
U
14
UBS
Switzerland
$21K +$21.8K +1,564 New
Morgan Stanley
15
Morgan Stanley
New York
$17K +$18.2K +1,303 New
BIM
16
BlackRock Investment Management
Delaware
$7K +$6.94K +498 New
TRCT
17
Tower Research Capital (TRC)
New York
$7K +$6.97K +500 New
AIG
18
American International Group
New York
$2.66K +$2.79K +200 New
GSC
19
Ground Swell Capital
South Carolina
$2K +$2.15K +154 New
Bank of America
20
Bank of America
North Carolina
$1K +$767 +55 New

ISTR Hedge Fund Activity: Q3 2014 in Review

20 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2014, worth a combined $35.4M.

Buyers outnumbered sellers: 20 funds opened new ISTR positions and 0 closed out — a net gain of 20 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $6.86M.

  • 20 institutional investors held Investar Holding Corp (ISTR) as of Q3 2014, up from 0 in Q2 2014.
  • Funds reported $35.4M of Investar Holding Corp stock for Q3 2014.
  • 20 funds opened new Investar Holding Corp positions in Q3 2014 and 0 closed out, a net change of +20 holders.
  • The largest Investar Holding Corp buyer in Q3 2014 was Wellington Management Group, an estimated $6.86M added.

Based on aggregated 13F filings for Q3 2014.