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Investar Holding Corp

71 hedge funds and large institutions have $155M invested in Investar Holding Corp in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $130M → $155M (+$25.3M)

15% more funds holding

Funds holding: 6271 (+9)

10.33% more ownership

Funds ownership: 54.85%65.18% (+10%)

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
29
Reduced
12
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
$18.5M +$6.13M +249,226 +47%
BFC
2
Banc Funds Company
Illinois
$15.8M +$4.25M +172,796 +36%
SCA
3
Stieven Capital Advisors
Missouri
$12.2M +$3.7M +150,200 +42%
BlackRock
4
BlackRock
New York
$11.8M +$144K +5,842 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.3M +$750K +30,493 +7%
EC
6
EJF Capital
Virginia
$9.6M -$4.92K -200 -0.1%
FHC
7
Forest Hill Capital
Arkansas
$6.89M +$7.78K +316 +0.1%
FCM
8
FJ Capital Management
Virginia
$4.96M
Franklin Resources
9
Franklin Resources
California
$4.87M -$206K -8,378 -4%
WA
10
Wasatch Advisors
Utah
$4.87M -$32K -1,300 -0.6%
MCA
11
Mendon Capital Advisors
Florida
$4.8M
State Street
12
State Street
Massachusetts
$4.44M +$420K +17,061 +10%
RA
13
Royce & Associates
New York
$4.36M +$160K +6,500 +4%
CRC
14
Curi RMB Capital
Illinois
$4.31M -$369K -15,000 -8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.52M +$77.4K +3,144 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.91M +$26.4K +1,075 +0.9%
Northern Trust
17
Northern Trust
Illinois
$2.57M -$83.2K -3,382 -3%
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.48M -$40.7K -1,654 -2%
FL
19
Fourthstone LLC
Missouri
$2.4M +$2.46M +100,000 New
GWM
20
Geneos Wealth Management
Colorado
$2.38M +$1.56M +63,214 +177%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.09M +$458K +18,615 +27%
JC
22
JCSD Capital
California
$2.06M +$2.12M +86,022 New
PCM
23
Penn Capital Management
Pennsylvania
$1.55M +$39.4K +1,601 +3%
RHCA
24
Rosenthal Henry Capital Advisors
Indiana
$1.4M +$1.44M +58,500 New
SGCA
25
Steel Grove Capital Advisors
Tennessee
$1.26M +$2.83K +115 +0.2%

ISTR Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2019, worth a combined $155M — up 20% from $130M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISTR positions and 3 closed out — a net gain of 9 holders — while 29 added to existing stakes and 12 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $6.13M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $519K sold.

  • 71 institutional investors held Investar Holding Corp (ISTR) as of Q4 2019, up from 62 in Q3 2019.
  • Funds reported $155M of Investar Holding Corp stock for Q4 2019, up 20% quarter-over-quarter.
  • 12 funds opened new Investar Holding Corp positions in Q4 2019 and 3 closed out, a net change of +9 holders.
  • The largest Investar Holding Corp buyer in Q4 2019 was Maltese Capital Management, an estimated $6.13M added.
  • The largest Investar Holding Corp seller in Q4 2019 was Bridgeway Capital Management, an estimated $519K sold.

Based on aggregated 13F filings for Q4 2019.