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Investar Holding Corp

86 hedge funds and large institutions have $138M invested in Investar Holding Corp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $118M → $138M (+$19.4M)

5% more funds holding

Funds holding: 8286 (+4)

1.76% more ownership

Funds ownership: 62.06%63.82% (+1.8%)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.5M -$792K -36,123 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.6M +$35.1K +1,602 +0.3%
BFC
3
Banc Funds Company
Illinois
$11.5M -$1.35M -61,808 -11%
AllianceBernstein
4
AllianceBernstein
Tennessee
$7.59M -$24.7K -1,127 -0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.5M +$524K +23,895 +8%
MCM
6
Maltese Capital Management
New York
$5.58M -$123K -5,600 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.03M +$1.48M +67,695 +42%
RA
8
Royce & Associates
New York
$4.9M -$777K -35,438 -14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.85M -$28.2K -1,285 -0.6%
KCM
10
Kennedy Capital Management
Missouri
$4.28M -$148K -6,759 -3%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$4.2M +$1.49M +68,027 +55%
PU
12
Petiole USA
New York
$3.21M -$569K -25,974 -15%
BCM
13
Bridgeway Capital Management
Texas
$3.2M +$46K +2,099 +1%
RIP
14
Rhino Investment Partners
Pennsylvania
$3.19M +$2.53M +115,387 +384%
Franklin Resources
15
Franklin Resources
California
$2.91M -$1.26M -57,640 -30%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$2.77M +$50.4K +2,301 +2%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$2.61M -$373K -17,000 -13%
State Street
18
State Street
Massachusetts
$2.41M +$15.9K +727 +0.7%
Northern Trust
19
Northern Trust
Illinois
$2.22M +$76.2K +3,477 +4%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$2.16M +$597K +27,254 +38%
HIM
21
Hillsdale Investment Management
Ontario, Canada
$2.02M +$70.1K +3,200 +4%
Morgan Stanley
22
Morgan Stanley
New York
$1.97M -$223K -10,160 -10%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$1.8M -$97.8K -4,464 -5%
KAS
24
Kestra Advisory Services
Texas
$1.72M +$1.71M +78,053 New
Renaissance Technologies
25
Renaissance Technologies
New York
$1.31M -$149K -6,800 -10%

ISTR Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2024, worth a combined $138M — up 16% from $118M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ISTR positions and 2 closed out — a net gain of 4 holders — while 33 added to existing stakes and 28 trimmed.

The largest buyer was Rhino Investment Partners, adding an estimated $2.53M. The largest seller was Banc Funds Company, cutting an estimated $1.35M.

  • 86 institutional investors held Investar Holding Corp (ISTR) as of Q4 2024, up from 82 in Q3 2024.
  • Funds reported $138M of Investar Holding Corp stock for Q4 2024, up 16% quarter-over-quarter.
  • 6 funds opened new Investar Holding Corp positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest Investar Holding Corp buyer in Q4 2024 was Rhino Investment Partners, an estimated $2.53M added.
  • The largest Investar Holding Corp seller in Q4 2024 was Banc Funds Company, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2024.