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Saratoga Investment
SAR

Overview Fund Activity

66 hedge funds and large institutions have $47.8M invested in Saratoga Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
23
Reduced
18
Closed
7
Calls
$788K
Puts
$205K
Net Calls
+$583K
Net Calls Change
-$101K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.52M
2
Millennium Management
2
Millennium Management
New York
$3.4M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.72M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$905K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$552K

Top Sellers

1
BDCM
1
Black Diamond Capital Management
Connecticut
$2.6M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.18M
3
TI
3
Trexquant Investment
Connecticut
$0
4
CPIG
4
Chicago Partners Investment Group
Illinois
$249K
5
AAM
5
Advisors Asset Management
Colorado
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$552K +$552K +20,435 New
BRWA
27
B. Riley Wealth Advisors
Florida
$513K -$49.1K -1,821 -9%
Cerity Partners
28
Cerity Partners
New York
$505K -$162K -6,011 -24%
BA
29
Bard Associates
Illinois
$445K +$2.02K +75 +0.5%
QC
30
Quadrature Capital
United Kingdom
$441K +$441K +16,366 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$328K +$87.2K +3,229 +36%
DTC
32
Davidson Trust Company
Washington
$297K – – –
AWS
33
Atria Wealth Solutions
New York
$294K +$64.8K +2,400 +28%
JF
34
Jump Financial
Illinois
$275K +$275K +10,200 New
Mariner
35
Mariner
Kansas
$258K -$10.3K -381 -4%
CSS
36
Cubist Systematic Strategies
Connecticut
$257K +$257K +9,540 New
VEA
37
Virtus ETF Advisers
New York
$250K -$13.5K -500 -5%
CPIG
38
Chicago Partners Investment Group
Illinois
$249K -$283K -10,709 -53%
LFG
39
Larson Financial Group
Missouri
$247K +$6.18K +229 +3%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$243K +$243K +8,991 New
AAS
41
Avantax Advisory Services
Texas
$239K +$2.46K +91 +1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$238K +$238K +8,820 New
CA
43
Cetera Advisors
Colorado
$225K +$225K +8,325 New
IA
44
IFP Advisors
Florida
$224K -$13.9K -516 -6%
SG Americas Securities
45
SG Americas Securities
New York
$220K +$220K +8,168 New
Citadel Advisors
46
Citadel Advisors
Florida
$216K +$100K +3,720 +87%
HF
47
HRT Financial
New York
$206K +$206K +7,640 New
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$202K -$167K -6,177 -45%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$193K -$32.1K -1,191 -14%
RFA
50
Register Financial Advisors
Georgia
$156K +$324 +12 +0.2%
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