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Saratoga Investment
SAR

Overview Fund Trends Analyst Outlook Journalist POV

43 hedge funds and large institutions have $23.8M invested in Saratoga Investment in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

less funds holding

Funds holding: →

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

59% less capital invested

Capital invested by funds: $57.8M → $23.8M (-$34M)

Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.29M
2
+$748K
3
+$274K
4
AA
ALPS Advisors
Colorado
+$231K
5
BDCM
Black Diamond Capital Management
Connecticut
+$197K

Top Sellers

1
-$1.5M
2
-$1.32M
3
-$1.31M
4
UBS Group
UBS Group
Switzerland
-$1.24M
5
WA
WESPAC Advisors
California
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$127K
27
$71K
28
$58K
29
$38K
30
$28K
31
$17K
32
$14K
33
$13K
34
$12K
35
$10.1K
36
$4K
37
$4K
38
$3K
39
$3K
40
$2K
41
$2K
42
$3
43
–
44
–
45
–
46
–
47
–
48
–
49
–
50
–
1
2
3