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Saratoga Investment
SAR

Overview Fund Activity

57 hedge funds and large institutions have $46.9M invested in Saratoga Investment in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
25
Reduced
13
Closed
5
Calls
$757K
Puts
$73K
Net Calls
+$684K
Net Calls Change
+$551K

Top Buyers

1
Millennium Management
Millennium Management
New York
$1.91M
2
Two Sigma Investments
Two Sigma Investments
New York
$630K
3
Two Sigma Advisers
Two Sigma Advisers
New York
$1.61M
4
PI
Putnam Investments
Massachusetts
$695K
5
TI
Trexquant Investment
Connecticut
$292K

Top Sellers

1
BDCM
Black Diamond Capital Management
Connecticut
$11.2M
2
BPC
Banque Pictet & Cie
Switzerland
$0
3
PNAA
Pictet North America Advisors
Switzerland
$0
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.46M
5
RJA
Raymond James & Associates
Florida
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$527K +$1.54K +61 +0.3%
CPIG
27
Chicago Partners Investment Group
Illinois
$493K +$3.6K +147 +0.7%
BA
28
Bard Associates
Illinois
$415K +$5.06K +200 +1%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$346K – – –
TI
30
Trexquant Investment
Connecticut
$292K +$292K +11,533 New
DTC
31
Davidson Trust Company
Washington
$278K – – –
Mariner
32
Mariner
Kansas
$251K +$9.63K +381 +4%
VEA
33
Virtus ETF Advisers
New York
$246K -$632 -25 -0.3%
LFG
34
Larson Financial Group
Missouri
$226K +$11.5K +455 +5%
AAS
35
Avantax Advisory Services
Texas
$222K +$222K +8,779 New
AWS
36
Atria Wealth Solutions
New York
$215K +$215K +8,505 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$210K +$3.15K +125 +2%
IA
38
IFP Advisors
Florida
$203K +$46.9K +2,034 +30%
SPIA
39
Steward Partners Investment Advisory
New York
$182K +$60.7K +2,400 +50%
RFA
40
Register Financial Advisors
Georgia
$146K +$2.25K +89 +2%
SS
41
Sunbelt Securities
Texas
$127K +$127K +5,082 New
IGWM
42
ICA Group Wealth Management
Colorado
$125K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$108K -$148K -5,861 -58%
IAIM
44
International Assets Investment Management
Florida
$78.8K +$78.8K +3,116 New
Bank of America
45
Bank of America
North Carolina
$51.9K +$51.9K +2,053 New
TWM
46
Tradition Wealth Management
Minnesota
$40K +$2.05K +81 +5%
AIP
47
Ahrens Investment Partners
Louisiana
$32.2K +$32.2K +1,272 New
UBS Group
48
UBS Group
Switzerland
$28.5K -$10.1K -399 -26%
BAM
49
Belpointe Asset Management
Nevada
$25.3K – – –
ASN
50
Advisory Services Network
Georgia
$19.5K +$152 +6 +0.8%
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