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Investar Holding Corp

26 hedge funds and large institutions have $52.7M invested in Investar Holding Corp in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $46.8M → $52.7M (+$5.81M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

4% less funds holding

Funds holding: 2726 (-1)

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$8.22M +$850K +51,000 +12%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.08M
BFC
3
Banc Funds Company
Illinois
$4.89M +$86.7K +5,200 +2%
ECA
4
Endeavour Capital Advisors
Connecticut
$4.53M
MCM
5
Maltese Capital Management
New York
$4.39M -$5K -300 -0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.62M +$10K +600 +0.3%
Franklin Resources
7
Franklin Resources
California
$3.52M
CIP
8
Chartwell Investment Partners
Pennsylvania
$3.48M -$85.4K -5,123 -3%
JAM
9
Jacobs Asset Management
New York
$3.08M -$1.06M -63,600 -27%
MFP
10
Michael F. Price
$3.08M
WA
11
Wasatch Advisors
Utah
$1.95M
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.9M
AllianceBernstein
13
AllianceBernstein
Tennessee
$1.57M -$8.58K -515 -0.6%
AWCI
14
Alpine Woods Capital Investors
New York
$595K -$48.3K -2,900 -8%
EEG
15
E.E. Geduld
$264K
ASN
16
Advisory Services Network
Georgia
$222K
Wells Fargo
17
Wells Fargo
California
$98K +$19K +1,141 +26%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$42K +$39K +2,340 New
Bank of America
19
Bank of America
North Carolina
$35K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$33K
BIM
21
BlackRock Investment Management
Delaware
$22K +$1.03K +62 +5%
Morgan Stanley
22
Morgan Stanley
New York
$18K +$217 +13 +1%
BFA
23
BlackRock Fund Advisors
California
$16K +$14.7K +884 New
UBS Group
24
UBS Group
Switzerland
$4K -$1.52K -91 -29%
AIG
25
American International Group
New York
$4K

ISTR Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2015, worth a combined $52.7M — up 12% from $46.8M a quarter earlier.

Fund positioning in ISTR was balanced in Q4 2015: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $850K. The largest seller was Jacobs Asset Management, cutting an estimated $1.06M.

  • 26 institutional investors held Investar Holding Corp (ISTR) as of Q4 2015, down from 27 in Q3 2015.
  • Funds reported $52.7M of Investar Holding Corp stock for Q4 2015, up 12% quarter-over-quarter.
  • 2 funds opened new Investar Holding Corp positions in Q4 2015 and 2 closed out, a net change of 0 holders.
  • The largest Investar Holding Corp buyer in Q4 2015 was FJ Capital Management, an estimated $850K added.
  • The largest Investar Holding Corp seller in Q4 2015 was Jacobs Asset Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2015.