We are live on ! Find out more
ISTR icon

Investar Holding Corp

63 hedge funds and large institutions have $78.8M invested in Investar Holding Corp in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

8.64% less ownership

Funds ownership: 65.18%56.55% (-8.6%)

11% less funds holding

Funds holding: 7163 (-8)

49% less capital invested

Capital invested by funds: $155M → $78.8M (-$76.2M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
21
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Maltese Capital Management
New York
$9.97M -$17K -836 -0.1%
BFC
2
Banc Funds Company
Illinois
$9.42M +$1.63M +80,200 +12%
BlackRock
3
BlackRock
New York
$6.81M +$869K +42,756 +9%
SCA
4
Stieven Capital Advisors
Missouri
$6.22M -$395K -19,450 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6M +$8.21K +404 +0.1%
EC
6
EJF Capital
Virginia
$5.11M
FCM
7
FJ Capital Management
Virginia
$2.64M
RA
8
Royce & Associates
New York
$2.61M +$459K +22,600 +12%
Franklin Resources
9
Franklin Resources
California
$2.59M
State Street
10
State Street
Massachusetts
$2.34M -$32.1K -1,580 -0.9%
MCA
11
Mendon Capital Advisors
Florida
$2.23M -$510K -25,086 -13%
FHC
12
Forest Hill Capital
Arkansas
$2.04M -$2.59M -127,230 -44%
AllianceBernstein
13
AllianceBernstein
Tennessee
$2M +$3.19M +156,913 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.98M +$160K +7,873 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.74M +$297K +14,612 +12%
JC
16
JCSD Capital
California
$1.68M +$917K +45,111 +52%
Northern Trust
17
Northern Trust
Illinois
$1.51M +$231K +11,360 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.34M +$1.59M +78,343 +296%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.26M +$232K +11,400 +13%
GWM
20
Geneos Wealth Management
Colorado
$1.09M +$467 +23 +0%
PCM
21
Penn Capital Management
Pennsylvania
$840K +$23.9K +1,175 +2%
RHCA
22
Rosenthal Henry Capital Advisors
Indiana
$747K
SGCA
23
Steel Grove Capital Advisors
Tennessee
$674K +$2.56K +126 +0.2%
KLCM
24
KG&L Capital Management
Louisiana
$605K +$240K +11,807 +33%
FL
25
Fourthstone LLC
Missouri
$598K -$1.08M -53,200 -53%

ISTR Hedge Fund Activity: Q1 2020 in Review

63 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2020, worth a combined $78.8M — down 49% from $155M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ISTR and 4 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $3.19M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $4.87M sold.

  • 63 institutional investors held Investar Holding Corp (ISTR) as of Q1 2020, down from 71 in Q4 2019.
  • Funds reported $78.8M of Investar Holding Corp stock for Q1 2020, down 49% quarter-over-quarter.
  • 4 funds opened new Investar Holding Corp positions in Q1 2020 and 10 closed out, a net change of -6 holders.
  • The largest Investar Holding Corp buyer in Q1 2020 was AllianceBernstein, an estimated $3.19M added.
  • The largest Investar Holding Corp seller in Q1 2020 was Wasatch Advisors, an estimated $4.87M sold.

Based on aggregated 13F filings for Q1 2020.