We are live on ! Find out more
ISTR icon

Investar Holding Corp

27 hedge funds and large institutions have $46.8M invested in Investar Holding Corp in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 2627 (+1)

4% more capital invested

Capital invested by funds: $45.2M → $46.8M (+$1.66M)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$6.45M +$93.5K +6,000 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.23M -$125K -8,005 -2%
BFC
3
Banc Funds Company
Illinois
$4.22M +$121K +7,748 +3%
ECA
4
Endeavour Capital Advisors
Connecticut
$3.98M
MCM
5
Maltese Capital Management
New York
$3.87M +$243K +15,600 +7%
JAM
6
Jacobs Asset Management
New York
$3.7M
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.17M +$9.35K +600 +0.3%
CIP
8
Chartwell Investment Partners
Pennsylvania
$3.14M -$26.9K -1,725 -0.8%
Franklin Resources
9
Franklin Resources
California
$3.1M
MFP
10
Michael F. Price
$2.71M
WA
11
Wasatch Advisors
Utah
$1.72M +$156K +10,000 +10%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.67M +$142K +9,087 +9%
AllianceBernstein
13
AllianceBernstein
Tennessee
$1.39M +$37.8K +2,426 +3%
AWCI
14
Alpine Woods Capital Investors
New York
$569K -$145K -9,282 -20%
EEG
15
E.E. Geduld
$232K
ASN
16
Advisory Services Network
Georgia
$195K
BIG
17
Blackthorn Investment Group
Kansas
$171K +$172K +11,037 New
Goldman Sachs
18
Goldman Sachs
New York
$157K +$158K +10,126 New
Wells Fargo
19
Wells Fargo
California
$68K +$17.1K +1,100 +33%
Bank of America
20
Bank of America
North Carolina
$31K +$29.4K +1,886 +1,886%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$29K
BIM
22
BlackRock Investment Management
Delaware
$18K
Morgan Stanley
23
Morgan Stanley
New York
$15K -$203 -13 -1%
UBS Group
24
UBS Group
Switzerland
$5K -$72.7K -4,665 -94%
AIG
25
American International Group
New York
$3K

ISTR Hedge Fund Activity: Q3 2015 in Review

27 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2015, worth a combined $46.8M — up 3.7% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ISTR positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $243K. The largest seller was Alpine Woods Capital Investors, cutting an estimated $145K.

  • 27 institutional investors held Investar Holding Corp (ISTR) as of Q3 2015, up from 26 in Q2 2015.
  • Funds reported $46.8M of Investar Holding Corp stock for Q3 2015, up 3.7% quarter-over-quarter.
  • 3 funds opened new Investar Holding Corp positions in Q3 2015 and 2 closed out, a net change of +1 holder.
  • The largest Investar Holding Corp buyer in Q3 2015 was Maltese Capital Management, an estimated $243K added.
  • The largest Investar Holding Corp seller in Q3 2015 was Alpine Woods Capital Investors, an estimated $145K sold.

Based on aggregated 13F filings for Q3 2015.