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Investar Holding Corp

58 hedge funds and large institutions have $130M invested in Investar Holding Corp in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

5% more capital invested

Capital invested by funds: $123M → $130M (+$6.26M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 61.17%60.95% (-0.22%)

2% less funds holding

Funds holding: 5958 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
21
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$19.2M +$4.54K +200 +0%
BFC
2
Banc Funds Company
Illinois
$14.3M
EC
3
EJF Capital
Virginia
$14.1M
BlackRock
4
BlackRock
New York
$9.07M +$144K +6,328 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.62M -$200K -8,837 -2%
FHC
6
Forest Hill Capital
Arkansas
$7.25M +$101K +4,440 +1%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.21M
Franklin Resources
8
Franklin Resources
California
$5.3M
MFP
9
Michael F. Price
$4.22M
ROC
10
River Oaks Capital
Minnesota
$4.12M -$349K -15,400 -8%
SCA
11
Stieven Capital Advisors
Missouri
$3.22M +$341K +15,035 +13%
CRC
12
Curi RMB Capital
Illinois
$3.09M -$287K -12,655 -9%
State Street
13
State Street
Massachusetts
$2.85M +$197K +8,702 +8%
MCM
14
Maltese Capital Management
New York
$2.73M +$420K +18,500 +20%
WA
15
Wasatch Advisors
Utah
$2.59M +$467K +20,609 +24%
ECA
16
Endeavour Capital Advisors
Connecticut
$2.32M -$1.24M -54,543 -36%
Northern Trust
17
Northern Trust
Illinois
$2.22M -$1.59K -70 -0.1%
PCM
18
Penn Capital Management
Pennsylvania
$1.6M +$313K +13,803 +26%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.55M -$300K -13,235 -17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.46M +$413K +18,214 +43%
Deutsche Bank
21
Deutsche Bank
Germany
$1.3M +$33.4K +1,474 +3%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.25M -$291K -12,834 -20%
BCM
23
Bridgeway Capital Management
Texas
$1.14M
SGCA
24
Steel Grove Capital Advisors
Tennessee
$1.12M +$20.5K +902 +2%
KCM
25
Kennedy Capital Management
Missouri
$1.1M +$86.7K +3,823 +9%

ISTR Hedge Fund Activity: Q3 2017 in Review

58 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2017, worth a combined $130M — up 5.1% from $123M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ISTR and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 21 added.

The largest buyer was Wasatch Advisors, adding an estimated $467K. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.24M.

  • 58 institutional investors held Investar Holding Corp (ISTR) as of Q3 2017, down from 59 in Q2 2017.
  • Funds reported $130M of Investar Holding Corp stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 5 funds opened new Investar Holding Corp positions in Q3 2017 and 6 closed out, a net change of -1 holder.
  • The largest Investar Holding Corp buyer in Q3 2017 was Wasatch Advisors, an estimated $467K added.
  • The largest Investar Holding Corp seller in Q3 2017 was Endeavour Capital Advisors, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2017.