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Investar Holding Corp
ISTR

59 hedge funds and large institutions have $118M invested in Investar Holding Corp in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

9% more funds holding

Funds holding: 54 → 59 (+5)

2% more capital invested

Capital invested by funds: $115M → $118M (+$2.61M)

0.13% more ownership

Funds ownership: 57.9% → 58.03% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.49M
2
Morgan Stanley
Morgan Stanley
New York
+$552K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$318K
4
Man Group
Man Group
United Kingdom
+$210K
5
Renaissance Technologies
Renaissance Technologies
New York
+$191K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$973K
2
WP
WealthSource Partners
California
-$943K
3
FL
Fourthstone LLC
Missouri
-$309K
4
Millennium Management
Millennium Management
New York
-$286K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1
Fourthstone LLC
Missouri
$21.2M -$309K -14,398 -1%
BFC
2
Banc Funds Company
Illinois
$12.3M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.2M +$1.49M +69,652 +17%
SCA
4
Stieven Capital Advisors
Missouri
$8.67M -$201K -9,370 -2%
MCM
5
Maltese Capital Management
New York
$6.52M -$49K -2,284 -0.7%
MI
6
M3F Inc
Utah
$6.52M -$973K -45,382 -13%
RA
7
Royce & Associates
New York
$5.54M – – –
KCM
8
Kennedy Capital Management
Missouri
$4.89M -$255K -11,878 -5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$4.03M – – –
Franklin Resources
10
Franklin Resources
California
$3.97M – – –
PU
11
Petiole USA
New York
$3.7M – – –
BlackRock
12
BlackRock
New York
$3.01M +$133K +6,182 +5%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$2.6M +$103K +4,810 +4%
Morgan Stanley
14
Morgan Stanley
New York
$2.56M +$552K +25,725 +28%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$2.46M -$124K -5,789 -5%
BCM
16
Bridgeway Capital Management
Texas
$2.32M – – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.14M +$7.89K +368 +0.4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$2.13M -$62.9K -2,934 -3%
SGCA
19
Steel Grove Capital Advisors
Tennessee
$1.19M -$45.5K -2,123 -4%
Millennium Management
20
Millennium Management
New York
$1.04M -$286K -13,314 -22%
Northern Trust
21
Northern Trust
Illinois
$957K -$4.91K -229 -0.5%
Boston Partners
22
Boston Partners
Massachusetts
$725K -$57.8K -2,696 -7%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$693K -$129K -6,000 -16%
LPL Financial
24
LPL Financial
California
$690K -$99.7K -4,650 -13%
ROC
25
River Oaks Capital
Minnesota
$677K -$130K -6,056 -16%
1
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ISTR Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2022, worth a combined $118M — up 2.3% from $115M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISTR positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.49M. The largest seller was M3F Inc, cutting an estimated $973K.

  • 59 institutional investors held Investar Holding Corp (ISTR) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $118M of Investar Holding Corp stock for Q4 2022, up 2.3% quarter-over-quarter.
  • 7 funds opened new Investar Holding Corp positions in Q4 2022 and 2 closed out, a net change of +5 holders.
  • The largest Investar Holding Corp buyer in Q4 2022 was Vanguard Group, an estimated $1.49M added.
  • The largest Investar Holding Corp seller in Q4 2022 was M3F Inc, an estimated $973K sold.

Based on aggregated 13F filings for Q4 2022.