We are live on ! Find out more
ISTR icon

Investar Holding Corp

60 hedge funds and large institutions have $131M invested in Investar Holding Corp in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $121M → $131M (+$10.4M)

7% more funds holding

Funds holding: 5660 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.03% less ownership

Funds ownership: 56.08%55.05% (-1%)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
10
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$15.9M -$717K -32,477 -4%
FL
2
Fourthstone LLC
Missouri
$14.3M +$11.7M +528,393 +577%
MCM
3
Maltese Capital Management
New York
$11.2M -$3.32M -150,124 -23%
SCA
4
Stieven Capital Advisors
Missouri
$11M -$97.2K -4,400 -0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.4M -$475K -21,500 -5%
KCM
6
Kennedy Capital Management
Missouri
$5.73M +$4.04M +182,701 +270%
RA
7
Royce & Associates
New York
$5.65M
MI
8
M3F Inc
Utah
$5.59M +$5.39M +244,135 New
Franklin Resources
9
Franklin Resources
California
$4.46M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.38M +$697K +31,568 +20%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.32M +$3.21M +145,232 New
Millennium Management
12
Millennium Management
New York
$3.11M +$2.48M +112,463 +477%
EC
13
EJF Capital
Virginia
$3.06M -$10.1M -456,678 -77%
GWM
14
Geneos Wealth Management
Colorado
$3.02M
BlackRock
15
BlackRock
New York
$3M -$11.7M -527,965 -80%
Renaissance Technologies
16
Renaissance Technologies
New York
$2.87M +$1.31M +59,200 +89%
BCM
17
Bridgeway Capital Management
Texas
$2.85M -$232K -10,500 -8%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.55M +$2.19M +99,334 +824%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.31M -$1.23M -55,602 -36%
AllianceBernstein
20
AllianceBernstein
Tennessee
$1.94M -$832K -37,676 -31%
SGCA
21
Steel Grove Capital Advisors
Tennessee
$1.29M +$59.5K +2,694 +5%
BFM
22
Boothbay Fund Management
New York
$1.25M +$1.21M +54,747 New
Northern Trust
23
Northern Trust
Illinois
$1.06M -$1.7M -76,920 -62%
E
24
Ergoteles
New York
$982K +$948K +42,900 New
Two Sigma Investments
25
Two Sigma Investments
New York
$692K +$667K +30,215 New

ISTR Hedge Fund Activity: Q2 2021 in Review

60 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2021, worth a combined $131M — up 8.6% from $121M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ISTR positions and 15 closed out — a net gain of 4 holders — while 10 added to existing stakes and 23 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $11.7M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 60 institutional investors held Investar Holding Corp (ISTR) as of Q2 2021, up from 56 in Q1 2021.
  • Funds reported $131M of Investar Holding Corp stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 19 funds opened new Investar Holding Corp positions in Q2 2021 and 15 closed out, a net change of +4 holders.
  • The largest Investar Holding Corp buyer in Q2 2021 was Fourthstone LLC, an estimated $11.7M added.
  • The largest Investar Holding Corp seller in Q2 2021 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.