We are live on ! Find out more
ISTR icon

Investar Holding Corp

74 hedge funds and large institutions have $91M invested in Investar Holding Corp in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

17% more funds holding

Funds holding: 6374 (+11)

3.59% more ownership

Funds ownership: 56.53%60.12% (+3.6%)

1% more capital invested

Capital invested by funds: $90.5M → $91M (+$557K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
25
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$9.39M
FL
2
Fourthstone LLC
Missouri
$8.98M -$3.18M -201,111 -26%
BlackRock
3
BlackRock
New York
$8.81M +$6.68M +422,272 +282%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.97M +$727K +45,991 +10%
AllianceBernstein
5
AllianceBernstein
Tennessee
$5.57M -$364K -23,030 -6%
MCM
6
Maltese Capital Management
New York
$4.07M -$60.1K -3,800 -1%
RA
7
Royce & Associates
New York
$3.98M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.87M +$499K +31,589 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.41M +$1.75M +110,427 +99%
Franklin Resources
10
Franklin Resources
California
$3.11M -$208K -13,185 -6%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$3.01M -$17.4K -1,100 -0.6%
PU
12
Petiole USA
New York
$2.65M
KCM
13
Kennedy Capital Management
Missouri
$2.63M -$689K -43,556 -20%
BCM
14
Bridgeway Capital Management
Texas
$2.18M +$54.1K +3,420 +2%
KAS
15
Kestra Advisory Services
Texas
$1.68M +$47 +3 +0%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$1.66M -$108K -6,818 -6%
State Street
17
State Street
Massachusetts
$1.58M +$1.16M +73,118 +247%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$1.57M +$40.9K +2,584 +3%
Morgan Stanley
19
Morgan Stanley
New York
$1.04M +$877K +55,492 +456%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$932K +$123K +7,777 +15%
Boston Partners
21
Boston Partners
Massachusetts
$843K +$498K +31,520 +136%
SGCA
22
Steel Grove Capital Advisors
Tennessee
$789K +$4.36K +276 +0.5%
EF
23
Empowered Funds
Pennsylvania
$749K +$54.1K +3,420 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$740K +$400K +25,330 +111%
Northern Trust
25
Northern Trust
Illinois
$719K +$32.4K +2,048 +5%

ISTR Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2024, worth a combined $91M — up 0.62% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ISTR positions and 8 closed out — a net gain of 11 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $6.68M. The largest seller was Fourthstone LLC, cutting an estimated $3.18M.

  • 74 institutional investors held Investar Holding Corp (ISTR) as of Q2 2024, up from 63 in Q1 2024.
  • Funds reported $91M of Investar Holding Corp stock for Q2 2024, up 0.62% quarter-over-quarter.
  • 19 funds opened new Investar Holding Corp positions in Q2 2024 and 8 closed out, a net change of +11 holders.
  • The largest Investar Holding Corp buyer in Q2 2024 was BlackRock, an estimated $6.68M added.
  • The largest Investar Holding Corp seller in Q2 2024 was Fourthstone LLC, an estimated $3.18M sold.

Based on aggregated 13F filings for Q2 2024.