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Investar Holding Corp
ISTR

Overview Fund Activity

57 hedge funds and large institutions have $65.6M invested in Investar Holding Corp in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
14
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
1
Scoggin Management
New York
$1.58M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$2.64M
3
BFM
3
Boothbay Fund Management
New York
$484K
4
EST
4
EA Series Trust
Pennsylvania
$428K
5
EF
5
Empowered Funds
Pennsylvania
$428K

Top Sellers

1
SCA
1
Stieven Capital Advisors
Missouri
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.59M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.56M
Name Market Value Shares Shares
Change 		Shares
Change %
FL
1
Fourthstone LLC
Missouri
$11.8M 974,235 -15,206 -2%
BFC
2
Banc Funds Company
Illinois
$7.18M 592,699 +20,000 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.69M 470,216 -1,578 -0.3%
MI
4
M3F Inc
Utah
$4.37M 360,788 +16,341 +5%
MCM
5
Maltese Capital Management
New York
$3.33M 275,000 -23,000 -8%
RA
6
Royce & Associates
New York
$3.2M 264,310 -6,300 -2%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$2.64M 217,700 +94,610 +77%
Franklin Resources
8
Franklin Resources
California
$2.58M 213,010 +28,629 +16%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.56M 211,139 -43,143 -17%
PU
10
Petiole USA
New York
$2.08M 172,043 – –
AllianceBernstein
11
AllianceBernstein
Tennessee
$1.87M 154,753 +16,000 +12%
KCM
12
Kennedy Capital Management
Missouri
$1.82M 150,537 -38,416 -20%
BlackRock
13
BlackRock
New York
$1.71M 141,553 +7,505 +6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.59M 131,308 -61,859 -32%
SM
15
Scoggin Management
New York
$1.58M 130,616 +130,616 New
BCM
16
Bridgeway Capital Management
Texas
$1.55M 128,313 +22,413 +21%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$1.2M 99,195 -9,849 -9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.16M 95,382 -4,505 -5%
Millennium Management
19
Millennium Management
New York
$764K 63,070 -10,835 -15%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$689K 56,911 +1,451 +3%
Northern Trust
21
Northern Trust
Illinois
$549K 45,308 +231 +0.5%
BFM
22
Boothbay Fund Management
New York
$484K 40,000 +40,000 New
EST
23
EA Series Trust
Pennsylvania
$428K 35,340 +35,340 New
EF
24
Empowered Funds
Pennsylvania
$428K 35,340 +35,340 New
Boston Partners
25
Boston Partners
Massachusetts
$408K 33,666 – –
1
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