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Investar Holding Corp

56 hedge funds and large institutions have $121M invested in Investar Holding Corp in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

20% more capital invested

Capital invested by funds: $101M → $121M (+$19.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.19% less ownership

Funds ownership: 57.27%56.08% (-1.2%)

2% less funds holding

Funds holding: 5756 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
24
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$15M -$535K -28,475 -4%
BlackRock
2
BlackRock
New York
$13.5M +$1.23M +65,649 +11%
MCM
3
Maltese Capital Management
New York
$13.1M -$869K -46,242 -7%
EC
4
EJF Capital
Virginia
$12.1M -$148K -7,867 -1%
SCA
5
Stieven Capital Advisors
Missouri
$9.98M +$9.39K +500 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.75M +$84.4K +4,495 +1%
RA
7
Royce & Associates
New York
$5.07M +$1.03M +54,900 +29%
Franklin Resources
8
Franklin Resources
California
$4M +$366K +19,500 +11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.28M +$80.9K +4,306 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.22M +$22.6K +1,203 +0.8%
State Street
11
State Street
Massachusetts
$3.02M -$578K -30,781 -17%
GWM
12
Geneos Wealth Management
Colorado
$2.9M +$526 +28 +0%
BCM
13
Bridgeway Capital Management
Texas
$2.77M +$520K +27,700 +26%
Northern Trust
14
Northern Trust
Illinois
$2.53M -$500K -26,625 -18%
AllianceBernstein
15
AllianceBernstein
Tennessee
$2.52M -$812K -43,253 -26%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.44M -$35.1K -1,867 -2%
FL
17
Fourthstone LLC
Missouri
$1.88M +$899K +47,845 +109%
KCM
18
Kennedy Capital Management
Missouri
$1.39M +$126K +6,684 +11%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.36M +$408K +21,700 +49%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$1.1M +$3.53K +188 +0.4%
PCM
21
Penn Capital Management
Pennsylvania
$1.03M +$98.5K +5,243 +12%
N
22
Nuveen
North Carolina
$779K -$22.4K -1,190 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$746K +$1.56K +83 +0.2%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$612K -$4.57K -243 -0.8%
Millennium Management
25
Millennium Management
New York
$485K +$443K +23,581 New

ISTR Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2021, worth a combined $121M — up 20% from $101M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ISTR and 3 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 24 added.

The largest buyer was BlackRock, adding an estimated $1.23M. The largest seller was JCSD Capital, exiting entirely with an estimated $3.23M sold.

  • 56 institutional investors held Investar Holding Corp (ISTR) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $121M of Investar Holding Corp stock for Q1 2021, up 20% quarter-over-quarter.
  • 3 funds opened new Investar Holding Corp positions in Q1 2021 and 4 closed out, a net change of -1 holder.
  • The largest Investar Holding Corp buyer in Q1 2021 was BlackRock, an estimated $1.23M added.
  • The largest Investar Holding Corp seller in Q1 2021 was JCSD Capital, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2021.