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Investar Holding Corp

62 hedge funds and large institutions have $130M invested in Investar Holding Corp in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

5% more funds holding

Funds holding: 5962 (+3)

1.26% more ownership

Funds ownership: 53.59%54.85% (+1.3%)

1% more capital invested

Capital invested by funds: $128M → $130M (+$1.56M)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Maltese Capital Management
New York
$12.7M +$4.19M +178,130 +50%
BFC
2
Banc Funds Company
Illinois
$11.5M -$289K -12,283 -2%
BlackRock
3
BlackRock
New York
$11.5M +$526K +22,371 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.4M +$19.7K +837 +0.2%
EC
5
EJF Capital
Virginia
$9.52M -$4.33M -184,224 -32%
SCA
6
Stieven Capital Advisors
Missouri
$8.49M -$44.7K -1,900 -0.5%
FHC
7
Forest Hill Capital
Arkansas
$6.83M
Franklin Resources
8
Franklin Resources
California
$5.03M -$207K -8,800 -4%
FCM
9
FJ Capital Management
Virginia
$4.92M
WA
10
Wasatch Advisors
Utah
$4.86M
MCA
11
Mendon Capital Advisors
Florida
$4.76M -$1M -42,652 -18%
CRC
12
Curi RMB Capital
Illinois
$4.63M -$49.3K -2,099 -1%
RA
13
Royce & Associates
New York
$4.17M +$125K +5,300 +3%
State Street
14
State Street
Massachusetts
$3.99M +$7.05K +300 +0.2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.42M +$33.3K +1,416 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.86M -$2.04K -87 -0.1%
Northern Trust
17
Northern Trust
Illinois
$2.63M +$128K +5,457 +5%
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.49M -$18.3K -777 -0.7%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.63M +$740K +31,485 +85%
PCM
20
Penn Capital Management
Pennsylvania
$1.5M +$6.96K +296 +0.5%
SGCA
21
Steel Grove Capital Advisors
Tennessee
$1.25M +$2.52K +107 +0.2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$850K +$35.5K +1,509 +4%
GWM
23
Geneos Wealth Management
Colorado
$841K -$105K -4,481 -11%
N
24
Nuveen
North Carolina
$786K -$48.2K -2,049 -6%
Wells Fargo
25
Wells Fargo
California
$718K -$62.4K -2,654 -8%

ISTR Hedge Fund Activity: Q3 2019 in Review

62 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2019, worth a combined $130M — up 1.2% from $128M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISTR positions and 3 closed out — a net gain of 4 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $4.19M. The largest seller was EJF Capital, cutting an estimated $4.33M.

  • 62 institutional investors held Investar Holding Corp (ISTR) as of Q3 2019, up from 59 in Q2 2019.
  • Funds reported $130M of Investar Holding Corp stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 7 funds opened new Investar Holding Corp positions in Q3 2019 and 3 closed out, a net change of +4 holders.
  • The largest Investar Holding Corp buyer in Q3 2019 was Maltese Capital Management, an estimated $4.19M added.
  • The largest Investar Holding Corp seller in Q3 2019 was EJF Capital, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2019.