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Investar Holding Corp

62 hedge funds and large institutions have $79.1M invested in Investar Holding Corp in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

5% more funds holding

Funds holding: 5962 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 58.03%57.04% (-0.99%)

33% less capital invested

Capital invested by funds: $118M → $79.1M (-$38.9M)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$13.8M +$107K +5,553 +0.6%
BFC
2
Banc Funds Company
Illinois
$8M
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.59M +$1.16K +60 +0%
MI
4
M3F Inc
Utah
$4.81M +$805K +41,795 +14%
SCA
5
Stieven Capital Advisors
Missouri
$4.45M -$1.61M -83,682 -21%
MCM
6
Maltese Capital Management
New York
$4.16M -$90.9K -4,716 -2%
RA
7
Royce & Associates
New York
$3.78M +$256K +13,300 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.55M -$18.6K -964 -0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.7M +$111K +5,770 +3%
KCM
10
Kennedy Capital Management
Missouri
$2.64M -$734K -38,090 -17%
Franklin Resources
11
Franklin Resources
California
$2.57M
PU
12
Petiole USA
New York
$2.4M
AllianceBernstein
13
AllianceBernstein
Tennessee
$1.94M +$766K +39,750 +40%
BlackRock
14
BlackRock
New York
$1.87M -$110K -5,705 -4%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$1.72M +$48.2K +2,500 +2%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$1.52M -$101K -5,219 -5%
BCM
17
Bridgeway Capital Management
Texas
$1.48M -$36.6K -1,900 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.39M +$5.96K +309 +0.3%
Millennium Management
19
Millennium Management
New York
$1.03M +$494K +25,646 +53%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$774K +$4.39K +228 +0.4%
Northern Trust
21
Northern Trust
Illinois
$629K +$12.5K +648 +1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$575K +$794K +41,178 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$550K +$178K +9,222 +62%
Boston Partners
24
Boston Partners
Massachusetts
$470K
LPL Financial
25
LPL Financial
California
$442K -$6.75K -350 -1%

ISTR Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2023, worth a combined $79.1M — down 33% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ISTR positions and 3 closed out — a net gain of 3 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was M3F Inc, adding an estimated $805K. The largest seller was Morgan Stanley, cutting an estimated $1.88M.

  • 62 institutional investors held Investar Holding Corp (ISTR) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $79.1M of Investar Holding Corp stock for Q1 2023, down 33% quarter-over-quarter.
  • 6 funds opened new Investar Holding Corp positions in Q1 2023 and 3 closed out, a net change of +3 holders.
  • The largest Investar Holding Corp buyer in Q1 2023 was M3F Inc, an estimated $805K added.
  • The largest Investar Holding Corp seller in Q1 2023 was Morgan Stanley, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2023.