We are live on ! Find out more
ISTR icon

Investar Holding Corp

55 hedge funds and large institutions have $129M invested in Investar Holding Corp in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $118M → $129M (+$10.7M)

0% more funds holding

Funds holding: 5555 (0)

2.89% less ownership

Funds ownership: 59.89%57% (-2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
11
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$20.7M -$481K -23,497 -2%
BFC
2
Banc Funds Company
Illinois
$12.5M
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.06M -$50K -2,439 -0.6%
SCA
4
Stieven Capital Advisors
Missouri
$9.02M -$1.23M -59,918 -13%
MCM
5
Maltese Capital Management
New York
$8.49M -$2.12M -103,500 -21%
MI
6
M3F Inc
Utah
$7.77M
KCM
7
Kennedy Capital Management
Missouri
$6.66M -$415K -20,253 -6%
RA
8
Royce & Associates
New York
$5.7M -$41K -2,000 -0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.13M +$347K +16,921 +8%
Franklin Resources
10
Franklin Resources
California
$4.7M -$96.3K -4,700 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$4.15M
PU
12
Petiole USA
New York
$3.77M
BlackRock
13
BlackRock
New York
$3.15M +$113K +5,509 +4%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$2.81M -$78.4K -3,827 -3%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$2.71M +$41K +2,000 +2%
BCM
16
Bridgeway Capital Management
Texas
$2.36M +$205K +10,000 +10%
AllianceBernstein
17
AllianceBernstein
Tennessee
$2.3M +$2.21K +108 +0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.17M -$51.5K -2,515 -2%
Millennium Management
19
Millennium Management
New York
$1.45M +$137K +6,696 +11%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$1.25M +$4.59K +224 +0.4%
LPL Financial
21
LPL Financial
California
$1.08M -$205K -10,000 -17%
WP
22
WealthSource Partners
California
$1.04M -$243K -11,844 -20%
ROC
23
River Oaks Capital
Minnesota
$962K -$116K -5,676 -11%
Northern Trust
24
Northern Trust
Illinois
$951K -$28.6K -1,397 -3%
GIM
25
Greenwich Investment Management
Connecticut
$868K -$2.15K -105 -0.3%

ISTR Hedge Fund Activity: Q2 2022 in Review

55 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2022, worth a combined $129M — up 9.1% from $118M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ISTR positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 25 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $518K. The largest seller was Maltese Capital Management, cutting an estimated $2.12M.

  • 55 institutional investors held Investar Holding Corp (ISTR) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $129M of Investar Holding Corp stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 5 funds opened new Investar Holding Corp positions in Q2 2022 and 4 closed out, a net change of +1 holder.
  • The largest Investar Holding Corp buyer in Q2 2022 was Hillsdale Investment Management, an estimated $518K added.
  • The largest Investar Holding Corp seller in Q2 2022 was Maltese Capital Management, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2022.