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Investar Holding Corp
ISTR

Overview Fund Activity

27 hedge funds and large institutions have $44.2M invested in Investar Holding Corp in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Maltese Capital Management
New York
$4.4M
2
CIP
2
Chartwell Investment Partners
Pennsylvania
$3.25M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$3.79M
4
UBS Group
4
UBS Group
Switzerland
$17K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.03M

Top Sellers

1
AWCI
1
Alpine Woods Capital Investors
New York
$0
2
EEG
2
E.E. Geduld
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.73M
4
WA
4
Wasatch Advisors
Utah
$1.63M
5
JAM
5
Jacobs Asset Management
New York
$2.55M
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
1
FJ Capital Management
Virginia
$6.85M 467,000 – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.73M 390,338 -11,772 -3%
MCM
3
Maltese Capital Management
New York
$4.4M 300,100 +50,400 +20%
BFC
4
Banc Funds Company
Illinois
$4.08M 277,948 – –
ECA
5
Endeavour Capital Advisors
Connecticut
$3.79M 258,571 +1,342 +0.5%
CIP
6
Chartwell Investment Partners
Pennsylvania
$3.25M 221,428 +23,780 +12%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.03M 206,221 +700 +0.3%
Franklin Resources
8
Franklin Resources
California
$2.93M 200,000 – –
MFP
9
Michael F. Price
$2.57M 175,000 – –
JAM
10
Jacobs Asset Management
New York
$2.55M 173,700 -1,300 -0.7%
WA
11
Wasatch Advisors
Utah
$1.63M 106,000 -5,000 -5%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.58M 107,712 – –
AllianceBernstein
13
AllianceBernstein
Tennessee
$1.29M 88,018 -1,071 -1%
ASN
14
Advisory Services Network
Georgia
$185K 12,600 – –
GWM
15
Geneos Wealth Management
Colorado
$124K 8,245 +8,245 New
Wells Fargo
16
Wells Fargo
California
$77K 5,268 -275 -5%
Bank of America
17
Bank of America
North Carolina
$29K 1,986 – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$28K 1,875 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$20K 1,340 -1,000 -43%
BIM
20
BlackRock Investment Management
Delaware
$18K 1,254 – –
UBS Group
21
UBS Group
Switzerland
$17K 1,186 +963 +432%
BFA
22
BlackRock Fund Advisors
California
$16K 1,067 +183 +21%
Morgan Stanley
23
Morgan Stanley
New York
$15K 1,013 – –
AIG
24
American International Group
New York
$7K 500 +300 +150%
TRCT
25
Tower Research Capital (TRC)
New York
$7K 505 +505 New
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