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Investar Holding Corp

63 hedge funds and large institutions have $90.5M invested in Investar Holding Corp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $77.4M → $90.5M (+$13M)

9% more funds holding

Funds holding: 5863 (+5)

3.27% more ownership

Funds ownership: 53.26%56.53% (+3.3%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$12.8M -$3.11M -188,649 -19%
BFC
2
Banc Funds Company
Illinois
$9.97M
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.72M
AllianceBernstein
4
AllianceBernstein
Tennessee
$6.29M +$2.51M +152,425 +66%
MCM
5
Maltese Capital Management
New York
$4.39M -$191K -11,600 -4%
RA
6
Royce & Associates
New York
$4.23M -$94K -5,700 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.59M +$482K +29,217 +15%
Franklin Resources
8
Franklin Resources
California
$3.52M
KCM
9
Kennedy Capital Management
Missouri
$3.51M +$943K +57,178 +36%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$3.22M -$79.8K -4,840 -2%
PU
11
Petiole USA
New York
$2.81M
MI
12
M3F Inc
Utah
$2.72M -$935K -56,723 -25%
BlackRock
13
BlackRock
New York
$2.45M -$262K -15,900 -10%
BCM
14
Bridgeway Capital Management
Texas
$2.25M +$54.8K +3,325 +2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$1.87M -$276K -16,742 -13%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.82M +$40.2K +2,438 +2%
KAS
17
Kestra Advisory Services
Texas
$1.79M +$1.8M +108,923 New
Russell Investments Group
18
Russell Investments Group
United Kingdom
$1.62M +$205K +12,412 +14%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.3M +$1.31M +79,419 New
Millennium Management
20
Millennium Management
New York
$1.25M +$640K +38,835 +103%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$863K +$870K +52,756 New
SGCA
22
Steel Grove Capital Advisors
Tennessee
$834K -$94.6K -5,734 -10%
EF
23
Empowered Funds
Pennsylvania
$745K +$54.8K +3,325 +8%
Northern Trust
24
Northern Trust
Illinois
$730K -$9.7K -588 -1%
Goldman Sachs
25
Goldman Sachs
New York
$570K +$400K +24,254 +229%

ISTR Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2024, worth a combined $90.5M — up 17% from $77.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISTR positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $2.51M. The largest seller was Fourthstone LLC, cutting an estimated $3.11M.

  • 63 institutional investors held Investar Holding Corp (ISTR) as of Q1 2024, up from 58 in Q4 2023.
  • Funds reported $90.5M of Investar Holding Corp stock for Q1 2024, up 17% quarter-over-quarter.
  • 12 funds opened new Investar Holding Corp positions in Q1 2024 and 7 closed out, a net change of +5 holders.
  • The largest Investar Holding Corp buyer in Q1 2024 was AllianceBernstein, an estimated $2.51M added.
  • The largest Investar Holding Corp seller in Q1 2024 was Fourthstone LLC, an estimated $3.11M sold.

Based on aggregated 13F filings for Q1 2024.