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Investar Holding Corp

55 hedge funds and large institutions have $118M invested in Investar Holding Corp in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more capital invested

Capital invested by funds: $112M → $118M (+$5.98M)

1.11% more ownership

Funds ownership: 58.78%59.89% (+1.1%)

4% less funds holding

Funds holding: 5755 (-2)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
15
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$18.5M +$3.11M +160,309 +20%
BFC
2
Banc Funds Company
Illinois
$10.9M +$145K +7,500 +1%
MCM
3
Maltese Capital Management
New York
$9.37M
SCA
4
Stieven Capital Advisors
Missouri
$9.01M -$143K -7,400 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.94M -$49.9K -2,575 -0.6%
MI
6
M3F Inc
Utah
$6.77M +$145K +7,500 +2%
KCM
7
Kennedy Capital Management
Missouri
$6.19M +$84.8K +4,375 +1%
RA
8
Royce & Associates
New York
$5.01M -$89.2K -4,600 -2%
Franklin Resources
9
Franklin Resources
California
$4.18M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.15M +$44.6K +2,301 +1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.61M +$591K +30,477 +19%
PU
12
Petiole USA
New York
$3.28M
BlackRock
13
BlackRock
New York
$2.64M -$30.5K -1,575 -1%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$2.52M -$410K -21,159 -14%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$2.32M +$335K +17,280 +17%
AllianceBernstein
16
AllianceBernstein
Tennessee
$2M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.94M -$5.02K -259 -0.3%
BCM
18
Bridgeway Capital Management
Texas
$1.87M -$291K -15,000 -13%
Millennium Management
19
Millennium Management
New York
$1.14M +$58.7K +3,027 +5%
LPL Financial
20
LPL Financial
California
$1.14M
WP
21
WealthSource Partners
California
$1.13M +$1.15M +59,248 New
SGCA
22
Steel Grove Capital Advisors
Tennessee
$1.09M +$4.15K +214 +0.4%
ROC
23
River Oaks Capital
Minnesota
$947K -$840K -43,318 -47%
Northern Trust
24
Northern Trust
Illinois
$856K -$11.8K -609 -1%
Renaissance Technologies
25
Renaissance Technologies
New York
$843K -$297K -15,300 -26%

ISTR Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2022, worth a combined $118M — up 5.3% from $112M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ISTR and 4 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 15 added.

The largest buyer was Fourthstone LLC, adding an estimated $3.11M. The largest seller was River Oaks Capital, cutting an estimated $840K.

  • 55 institutional investors held Investar Holding Corp (ISTR) as of Q1 2022, down from 57 in Q4 2021.
  • Funds reported $118M of Investar Holding Corp stock for Q1 2022, up 5.3% quarter-over-quarter.
  • 4 funds opened new Investar Holding Corp positions in Q1 2022 and 6 closed out, a net change of -2 holders.
  • The largest Investar Holding Corp buyer in Q1 2022 was Fourthstone LLC, an estimated $3.11M added.
  • The largest Investar Holding Corp seller in Q1 2022 was River Oaks Capital, an estimated $840K sold.

Based on aggregated 13F filings for Q1 2022.