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Investar Holding Corp

54 hedge funds and large institutions have $76.2M invested in Investar Holding Corp in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% less ownership

Funds ownership: 55.8%54.85% (-0.95%)

4% less funds holding

Funds holding: 5654 (-2)

14% less capital invested

Capital invested by funds: $88.3M → $76.2M (-$12M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
19
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$9.71M +$273K +20,000 +3%
MCM
2
Maltese Capital Management
New York
$9.49M -$431K -31,607 -4%
BlackRock
3
BlackRock
New York
$7.46M -$64.8K -4,746 -0.8%
EC
4
EJF Capital
Virginia
$7.37M +$4.46K +327 +0.1%
SCA
5
Stieven Capital Advisors
Missouri
$6.21M +$13.6K +1,000 +0.2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.99M -$12.7K -929 -0.2%
RA
7
Royce & Associates
New York
$3.11M
State Street
8
State Street
Massachusetts
$2.45M -$114K -8,328 -4%
Franklin Resources
9
Franklin Resources
California
$2.25M
AllianceBernstein
10
AllianceBernstein
Tennessee
$2.13M -$10.9K -800 -0.5%
Northern Trust
11
Northern Trust
Illinois
$2.08M +$36.9K +2,704 +2%
JC
12
JCSD Capital
California
$2.01M +$247K +18,086 +13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.99M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.98M +$50.6K +3,709 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.53M -$167K -12,266 -9%
BCM
16
Bridgeway Capital Management
Texas
$1.38M +$689K +50,500 +89%
GWM
17
Geneos Wealth Management
Colorado
$1.25M +$532 +39 +0%
PCM
18
Penn Capital Management
Pennsylvania
$1M +$14.1K +1,033 +1%
KLCM
19
KG&L Capital Management
Louisiana
$749K +$27 +2 +0%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$682K +$2.67K +196 +0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$571K -$12.8K -938 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$492K -$113K -8,300 -18%
N
23
Nuveen
North Carolina
$425K -$47.5K -3,479 -9%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$369K -$123 -9 -0%
Wells Fargo
25
Wells Fargo
California
$327K -$47.9K -3,506 -12%

ISTR Hedge Fund Activity: Q3 2020 in Review

54 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2020, worth a combined $76.2M — down 14% from $88.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ISTR and 1 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $689K. The largest seller was FJ Capital Management, exiting entirely with an estimated $3M sold.

  • 54 institutional investors held Investar Holding Corp (ISTR) as of Q3 2020, down from 56 in Q2 2020.
  • Funds reported $76.2M of Investar Holding Corp stock for Q3 2020, down 14% quarter-over-quarter.
  • 1 fund opened new Investar Holding Corp positions in Q3 2020 and 3 closed out, a net change of -2 holders.
  • The largest Investar Holding Corp buyer in Q3 2020 was Bridgeway Capital Management, an estimated $689K added.
  • The largest Investar Holding Corp seller in Q3 2020 was FJ Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2020.