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Saratoga Investment
SAR

Overview Fund Activity

40 hedge funds and large institutions have $40.2M invested in Saratoga Investment in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Callodine Capital Management
Massachusetts
$3.42M
2
Cerity Partners
2
Cerity Partners
New York
$1.07M
3
AM
3
Ares Management
California
$2.03M
4
BDCM
4
Black Diamond Capital Management
Connecticut
$15M
5
CRC
5
Curi RMB Capital
Illinois
$343K

Top Sellers

1
WG
1
Winton Group
United Kingdom
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$413K
3
ECM
3
ExodusPoint Capital Management
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AA
5
ALPS Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$268K 15,952 -558 -3%
EGA
27
Eagle Global Advisors
Texas
$255K 15,200 – –
Northern Trust
28
Northern Trust
Illinois
$232K 13,835 +260 +2%
PAG
29
Private Advisor Group
New Jersey
$218K 13,000 +5,660 +77%
VEA
30
Virtus ETF Advisers
New York
$209K 12,477 -4,934 -28%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$107K 6,349 +365 +6%
TRCT
32
Tower Research Capital (TRC)
New York
$28K 1,690 +1,690 New
APA
33
American Portfolios Advisors
New York
$14.8K 880 – –
GWM
34
Geneos Wealth Management
Colorado
$6K 381 – –
SSB
35
Sandy Spring Bank
Maryland
$6K 360 – –
LWANC
36
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K 241 – –
CCM
37
Chiron Capital Management
Florida
$4K 225 +225 New
OIA
38
Optimum Investment Advisors
Illinois
$3K 200 – –
ASN
39
Advisory Services Network
Georgia
$2K 110 +110 New
Millennium Management
40
Millennium Management
New York
$327 19,453 +19,453 New
WG
41
Winton Group
United Kingdom
– – -74,105 Closed
ECM
42
ExodusPoint Capital Management
New York
– – -24,345 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– – -24,131 Closed
AA
44
ALPS Advisors
Colorado
– – -18,066 Closed
DTL
45
Dynamic Technology Lab
Singapore
– – -10,099 Closed
SF
46
Synovus Financial
Georgia
– – -3,031 Closed
CAN
47
Cetera Advisor Networks
California
– – -2,043 Closed
BWA
48
BDO Wealth Advisors
Florida
– – -1,495 Closed
TI
49
tru Independence
Oregon
– – -225 Closed
PCG
50
Private Capital Group
Connecticut
– – -150 Closed
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