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Investar Holding Corp
ISTR

58 hedge funds and large institutions have $77.4M invested in Investar Holding Corp in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

39% more capital invested

Capital invested by funds: $55.6M → $77.4M (+$21.8M)

4% more funds holding

Funds holding: 56 → 58 (+2)

0.18% less ownership

Funds ownership: 53.43% → 53.26% (-0.18%)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$762K
2
Franklin Resources
Franklin Resources
California
+$389K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$303K
4
BFC
Banc Funds Company
Illinois
+$192K
5
ECM
ExodusPoint Capital Management
New York
+$152K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$1.15M
2
BFM
Boothbay Fund Management
New York
-$534K
3
Morgan Stanley
Morgan Stanley
New York
-$428K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$341K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1
Fourthstone LLC
Missouri
$14.5M -$102K -8,992 -0.9%
BFC
2
Banc Funds Company
Illinois
$9.09M +$192K +16,918 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.03M +$16.8K +1,474 +0.3%
MCM
4
Maltese Capital Management
New York
$4.17M +$56.9K +5,000 +2%
RA
5
Royce & Associates
New York
$3.94M – – –
AllianceBernstein
6
AllianceBernstein
Tennessee
$3.46M +$762K +66,983 +41%
MI
7
M3F Inc
Utah
$3.33M -$1.15M -101,083 -31%
Franklin Resources
8
Franklin Resources
California
$3.21M +$389K +34,175 +19%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$3M -$179K -15,700 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.84M +$104K +9,153 +5%
PU
11
Petiole USA
New York
$2.57M – – –
BlackRock
12
BlackRock
New York
$2.47M +$22.8K +2,008 +1%
KCM
13
Kennedy Capital Management
Missouri
$2.35M +$85.8K +7,542 +5%
BCM
14
Bridgeway Capital Management
Texas
$2.01M +$42.5K +3,733 +3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$1.96M – – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.62M +$44.3K +3,895 +4%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$1.3M -$140K -12,281 -12%
SGCA
18
Steel Grove Capital Advisors
Tennessee
$845K +$6.04K +531 +0.9%
Northern Trust
19
Northern Trust
Illinois
$674K +$2.07K +182 +0.4%
EF
20
Empowered Funds
Pennsylvania
$630K +$42.5K +3,733 +10%
Millennium Management
21
Millennium Management
New York
$560K -$62.6K -5,503 -13%
Renaissance Technologies
22
Renaissance Technologies
New York
$460K +$64.8K +5,700 +23%
GIM
23
Greenwich Investment Management
Connecticut
$457K -$2.56K -225 -0.7%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$452K +$5.49K +483 +2%
State Street
25
State Street
Massachusetts
$422K – – –
1
2 3

ISTR Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2023, worth a combined $77.4M — up 39% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISTR positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $762K. The largest seller was M3F Inc, cutting an estimated $1.15M.

  • 58 institutional investors held Investar Holding Corp (ISTR) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $77.4M of Investar Holding Corp stock for Q4 2023, up 39% quarter-over-quarter.
  • 8 funds opened new Investar Holding Corp positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest Investar Holding Corp buyer in Q4 2023 was AllianceBernstein, an estimated $762K added.
  • The largest Investar Holding Corp seller in Q4 2023 was M3F Inc, an estimated $1.15M sold.

Based on aggregated 13F filings for Q4 2023.