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Investar Holding Corp

60 hedge funds and large institutions have $130M invested in Investar Holding Corp in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 5860 (+2)

0.7% more ownership

Funds ownership: 60.95%61.64% (+0.7%)

0% more capital invested

Capital invested by funds: $130M → $130M (+$10K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$19.2M -$4.75K -200 -0%
BFC
2
Banc Funds Company
Illinois
$14.3M
EC
3
EJF Capital
Virginia
$14.1M
BlackRock
4
BlackRock
New York
$9.23M +$165K +6,969 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.67M +$50.5K +2,129 +0.6%
FHC
6
Forest Hill Capital
Arkansas
$7.37M +$116K +4,900 +2%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.21M
Franklin Resources
8
Franklin Resources
California
$5.3M
SCA
9
Stieven Capital Advisors
Missouri
$5.27M +$2.03M +85,400 +64%
MCM
10
Maltese Capital Management
New York
$4.46M +$1.7M +71,800 +63%
ROC
11
River Oaks Capital
Minnesota
$4M -$109K -4,600 -3%
CRC
12
Curi RMB Capital
Illinois
$3.09M
State Street
13
State Street
Massachusetts
$3.06M +$209K +8,820 +7%
WA
14
Wasatch Advisors
Utah
$2.73M +$133K +5,599 +5%
Northern Trust
15
Northern Trust
Illinois
$2.19M -$37.7K -1,588 -2%
PCM
16
Penn Capital Management
Pennsylvania
$1.8M +$198K +8,331 +13%
ECA
17
Endeavour Capital Advisors
Connecticut
$1.55M -$756K -31,868 -33%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.52M -$35.6K -1,500 -2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.48M +$18.8K +792 +1%
Deutsche Bank
20
Deutsche Bank
Germany
$1.48M +$172K +7,260 +13%
KCM
21
Kennedy Capital Management
Missouri
$1.27M +$172K +7,252 +16%
BCM
22
Bridgeway Capital Management
Texas
$1.14M -$2.37K -100 -0.2%
SGCA
23
Steel Grove Capital Advisors
Tennessee
$1.12M +$1.4K +59 +0.1%
AllianceBernstein
24
AllianceBernstein
Tennessee
$888K -$353K -14,891 -29%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$695K +$85.2K +3,589 +14%

ISTR Hedge Fund Activity: Q4 2017 in Review

60 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2017, worth a combined $130M — up 0.01% from $130M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ISTR positions and 3 closed out — a net gain of 2 holders — while 24 added to existing stakes and 14 trimmed.

The largest buyer was Stieven Capital Advisors, adding an estimated $2.03M. The largest seller was Michael F. Price, cutting an estimated $3.77M.

  • 60 institutional investors held Investar Holding Corp (ISTR) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $130M of Investar Holding Corp stock for Q4 2017, up 0.01% quarter-over-quarter.
  • 5 funds opened new Investar Holding Corp positions in Q4 2017 and 3 closed out, a net change of +2 holders.
  • The largest Investar Holding Corp buyer in Q4 2017 was Stieven Capital Advisors, an estimated $2.03M added.
  • The largest Investar Holding Corp seller in Q4 2017 was Michael F. Price, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2017.