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Investar Holding Corp

59 hedge funds and large institutions have $128M invested in Investar Holding Corp in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

2% more funds holding

Funds holding: 5859 (+1)

3% more capital invested

Capital invested by funds: $124M → $128M (+$4.31M)

0.09% less ownership

Funds ownership: 53.68%53.59% (-0.09%)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
27
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$13.9M
BFC
2
Banc Funds Company
Illinois
$11.9M +$866K +37,171 +8%
BlackRock
3
BlackRock
New York
$11M +$828K +35,539 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.4M -$41K -1,759 -0.4%
SCA
5
Stieven Capital Advisors
Missouri
$8.55M -$102K -4,400 -1%
MCM
6
Maltese Capital Management
New York
$8.46M +$3.13M +134,548 +61%
FHC
7
Forest Hill Capital
Arkansas
$6.84M -$629K -27,000 -9%
MCA
8
Mendon Capital Advisors
Florida
$5.79M -$415K -17,839 -7%
Franklin Resources
9
Franklin Resources
California
$5.25M
FCM
10
FJ Capital Management
Virginia
$4.93M -$3.63M -155,791 -43%
WA
11
Wasatch Advisors
Utah
$4.87M +$1.49M +63,799 +45%
CRC
12
Curi RMB Capital
Illinois
$4.69M -$1.94M -83,102 -30%
RA
13
Royce & Associates
New York
$4.05M
State Street
14
State Street
Massachusetts
$3.99M +$22.6K +972 +0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.39M +$343K +14,716 +12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.87M +$881K +37,809 +46%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.52M -$3.14M -134,794 -56%
Northern Trust
18
Northern Trust
Illinois
$2.5M +$54.1K +2,321 +2%
PCM
19
Penn Capital Management
Pennsylvania
$1.5M
SGCA
20
Steel Grove Capital Advisors
Tennessee
$1.25M +$2.52K +108 +0.2%
GWM
21
Geneos Wealth Management
Colorado
$957K +$276K +11,865 +42%
Renaissance Technologies
22
Renaissance Technologies
New York
$879K +$80.9K +3,475 +10%
N
23
Nuveen
North Carolina
$836K +$816K +35,051 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$815K +$36.9K +1,583 +5%
Wells Fargo
25
Wells Fargo
California
$782K +$16.8K +721 +2%

ISTR Hedge Fund Activity: Q2 2019 in Review

59 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2019, worth a combined $128M — up 3.5% from $124M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISTR positions and 2 closed out — a net gain of 5 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $3.13M. The largest seller was FJ Capital Management, cutting an estimated $3.63M.

  • 59 institutional investors held Investar Holding Corp (ISTR) as of Q2 2019, up from 58 in Q1 2019.
  • Funds reported $128M of Investar Holding Corp stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 7 funds opened new Investar Holding Corp positions in Q2 2019 and 2 closed out, a net change of +5 holders.
  • The largest Investar Holding Corp buyer in Q2 2019 was Maltese Capital Management, an estimated $3.13M added.
  • The largest Investar Holding Corp seller in Q2 2019 was FJ Capital Management, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2019.