SAR icon

Saratoga Investment
SAR

Overview Fund Activity

45 hedge funds and large institutions have $36.9M invested in Saratoga Investment in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
14
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Callodine Capital Management
Massachusetts
$1.77M
2
AM
2
Ares Management
California
$1.34M
3
WG
3
Winton Group
United Kingdom
$1.17M
4
Truist Financial
4
Truist Financial
North Carolina
$778K
5
LPL Financial
5
LPL Financial
California
$942K

Top Sellers

1
VEA
1
Virtus ETF Advisers
New York
$275K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.04M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
MCM
4
McKinley Capital Management
Alaska
$0
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$294K 18,600 +18,600 New
AA
27
ALPS Advisors
Colorado
$285K 18,066 -2,007 -10%
VEA
28
Virtus ETF Advisers
New York
$275K 17,411 -78,080 -82%
DADC
29
D.A. Davidson & Co
Montana
$261K 16,510 +1,000 +6%
EGA
30
Eagle Global Advisors
Texas
$240K 15,200 +3,000 +25%
Northern Trust
31
Northern Trust
Illinois
$214K 13,575 +659 +5%
DTL
32
Dynamic Technology Lab
Singapore
$160K 10,099 +10,099 New
PAG
33
Private Advisor Group
New Jersey
$116K 7,340 +7,340 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$94K 5,984 -167 -3%
SF
35
Synovus Financial
Georgia
$49K 3,031 +630 +26%
CAN
36
Cetera Advisor Networks
California
$32K 2,043 +2,043 New
BWA
37
BDO Wealth Advisors
Florida
$24K 1,495 – –
APA
38
American Portfolios Advisors
New York
$13.9K 880 – –
GWM
39
Geneos Wealth Management
Colorado
$6K 381 – –
SSB
40
Sandy Spring Bank
Maryland
$6K 360 – –
LWANC
41
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K 241 – –
OIA
42
Optimum Investment Advisors
Illinois
$3K 200 – –
PCG
43
Private Capital Group
Connecticut
$2K 150 – –
TI
44
tru Independence
Oregon
$4 225 – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
– – -54,300 Closed
MCM
46
McKinley Capital Management
Alaska
– – -30,343 Closed
Mariner
47
Mariner
Kansas
– – -12,314 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– – -5,033 Closed
Victory Capital Management
49
Victory Capital Management
Texas
– – -3,248 Closed
NSIM
50
North Star Investment Management
Illinois
– – -1,100 Closed
1
2
3