SAR icon

Saratoga Investment
SAR

Overview Fund Trends Analyst Outlook Journalist POV

44 hedge funds and large institutions have $29.4M invested in Saratoga Investment in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

27% less capital invested

Capital invested by funds: $40.2M → $29.4M (-$10.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
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
+$640K
2
+$376K
3
+$335K
4
Truist Financial
Truist Financial
North Carolina
+$302K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$238K

Top Sellers

1
-$1.09M
2
-$881K
3
-$694K
4
AM
Ares Management
California
-$601K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$413K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$240K
27
$236K
28
$236K
29
$206K
30
$111K
31
$33K
32
$27K
33
$26K
34
$25K
35
$21K
36
$19K
37
$18.3K
38
$9K
39
$8K
40
$5K
41
$5K
42
$2K
43
$1K
44
–
45
–
46
–
47
–
48
–
1
2