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Investar Holding Corp

57 hedge funds and large institutions have $101M invested in Investar Holding Corp in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

33% more capital invested

Capital invested by funds: $76.2M → $101M (+$24.9M)

6% more funds holding

Funds holding: 5457 (+3)

2.42% more ownership

Funds ownership: 54.85%57.27% (+2.4%)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
25
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$12.5M
MCM
2
Maltese Capital Management
New York
$11.3M -$844K -54,864 -7%
EC
3
EJF Capital
Virginia
$9.89M +$355K +23,055 +4%
BlackRock
4
BlackRock
New York
$9.81M +$179K +11,661 +2%
SCA
5
Stieven Capital Advisors
Missouri
$8.02M +$12.3K +800 +0.2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.78M +$49.4K +3,212 +0.7%
JC
7
JCSD Capital
California
$3.23M +$597K +38,826 +25%
RA
8
Royce & Associates
New York
$3.17M -$778K -50,600 -21%
State Street
9
State Street
Massachusetts
$2.94M -$217K -14,095 -7%
Franklin Resources
10
Franklin Resources
California
$2.9M
AllianceBernstein
11
AllianceBernstein
Tennessee
$2.74M -$7.69K -500 -0.3%
GWM
12
Geneos Wealth Management
Colorado
$2.71M +$496K +32,226 +33%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.57M +$2.68K +174 +0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.57M +$15K +972 +0.6%
Northern Trust
15
Northern Trust
Illinois
$2.48M -$187K -12,182 -8%
JP Morgan Chase
16
JP Morgan Chase
New York
$2M +$46.7K +3,034 +3%
BCM
17
Bridgeway Capital Management
Texas
$1.77M
KAS
18
Kestra Advisory Services
Texas
$1.67M +$1.51M +98,343 New
KCM
19
Kennedy Capital Management
Missouri
$1.01M +$939K +61,052 New
SGCA
20
Steel Grove Capital Advisors
Tennessee
$884K +$3.28K +213 +0.4%
PCM
21
Penn Capital Management
Pennsylvania
$742K -$509K -33,113 -42%
Renaissance Technologies
22
Renaissance Technologies
New York
$736K +$93.8K +6,100 +16%
FL
23
Fourthstone LLC
Missouri
$724K +$398K +25,851 +144%
KLCM
24
KG&L Capital Management
Louisiana
$718K -$231K -14,998 -26%
N
25
Nuveen
North Carolina
$647K +$91.4K +5,942 +18%

ISTR Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2020, worth a combined $101M — up 33% from $76.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ISTR positions and 0 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.51M. The largest seller was Maltese Capital Management, cutting an estimated $844K.

  • 57 institutional investors held Investar Holding Corp (ISTR) as of Q4 2020, up from 54 in Q3 2020.
  • Funds reported $101M of Investar Holding Corp stock for Q4 2020, up 33% quarter-over-quarter.
  • 3 funds opened new Investar Holding Corp positions in Q4 2020 and 0 closed out, a net change of +3 holders.
  • The largest Investar Holding Corp buyer in Q4 2020 was Kestra Advisory Services, an estimated $1.51M added.
  • The largest Investar Holding Corp seller in Q4 2020 was Maltese Capital Management, an estimated $844K sold.

Based on aggregated 13F filings for Q4 2020.