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Investar Holding Corp

24 hedge funds and large institutions have $38.9M invested in Investar Holding Corp in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

20% more funds holding

Funds holding: 2024 (+4)

10% more capital invested

Capital invested by funds: $35.4M → $38.9M (+$3.48M)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.82M
FCM
2
FJ Capital Management
Virginia
$4.83M +$237K +17,400 +5%
ECA
3
Endeavour Capital Advisors
Connecticut
$4.57M +$651K +47,689 +17%
MCM
4
Maltese Capital Management
New York
$4.34M -$102K -7,500 -2%
JAM
5
Jacobs Asset Management
New York
$4M +$145K +10,600 +4%
BFC
6
Banc Funds Company
Illinois
$3.46M
Franklin Resources
7
Franklin Resources
California
$2.77M
MFP
8
Michael F. Price
$2.42M
AllianceBernstein
9
AllianceBernstein
Tennessee
$1.59M -$69.4K -5,088 -4%
WA
10
Wasatch Advisors
Utah
$1.29M +$173K +12,710 +16%
AWCI
11
Alpine Woods Capital Investors
New York
$1.25M -$40.9K -3,000 -3%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$620K +$611K +44,795 New
CIP
13
Chartwell Investment Partners
Pennsylvania
$274K +$270K +19,779 New
EEG
14
E.E. Geduld
$208K
ASN
15
Advisory Services Network
Georgia
$175K +$172K +12,600 New
EVC
16
Eidelman Virant Capital
Missouri
$173K +$171K +12,500 New
Wells Fargo
17
Wells Fargo
California
$45K +$44.3K +3,247 New
UBS Group
18
UBS Group
Switzerland
$20K +$19.4K +1,425 New
Morgan Stanley
19
Morgan Stanley
New York
$14K -$3.97K -291 -22%
BIM
20
BlackRock Investment Management
Delaware
$8K +$1.05K +77 +15%
AIG
21
American International Group
New York
$2.77K
TRCT
22
Tower Research Capital (TRC)
New York
$2K -$5.01K -367 -73%
SFWA
23
Summit Financial Wealth Advisors
Louisiana
$1K +$1.36K +100 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 +$9.96K +730 New
Goldman Sachs
25
Goldman Sachs
New York
-$253K -19,011 Closed

ISTR Hedge Fund Activity: Q4 2014 in Review

24 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2014, worth a combined $38.9M — up 9.8% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISTR positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $651K. The largest seller was Goldman Sachs, exiting entirely with an estimated $253K sold.

  • 24 institutional investors held Investar Holding Corp (ISTR) as of Q4 2014, up from 20 in Q3 2014.
  • Funds reported $38.9M of Investar Holding Corp stock for Q4 2014, up 9.8% quarter-over-quarter.
  • 8 funds opened new Investar Holding Corp positions in Q4 2014 and 2 closed out, a net change of +6 holders.
  • The largest Investar Holding Corp buyer in Q4 2014 was Endeavour Capital Advisors, an estimated $651K added.
  • The largest Investar Holding Corp seller in Q4 2014 was Goldman Sachs, an estimated $253K sold.

Based on aggregated 13F filings for Q4 2014.