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Saratoga Investment
SAR

Overview Fund Activity

61 hedge funds and large institutions have $48.7M invested in Saratoga Investment in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-9
Holders Change %
-12.86%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
20
Closed
16
Calls
$380K
Puts
$1.02M
Net Calls
-$635K
Net Calls Change
-$782K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.32M
2
Franklin Resources
2
Franklin Resources
California
$836K
3
AGM
3
Alpine Global Management
New York
$726K
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$710K
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$618K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.53M
2
Millennium Management
2
Millennium Management
New York
$2.47M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.57M
4
QC
4
Quadrature Capital
United Kingdom
$687K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$628K +$66.8K +2,881 +12%
CCIA
27
Campbell & Co Investment Adviser
Maryland
$618K +$618K +26,630 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$611K +$6.99K +301 +1%
CRC
29
Curi RMB Capital
Illinois
$580K +$580K +25,000 New
PA
30
PFG Advisors
Arizona
$538K -$766 -33 -0.1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$530K +$93.2K +4,016 +21%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$477K +$94.3K +4,061 +25%
MP
33
McDonald Partners
Ohio
$470K – – –
BA
34
Bard Associates
Illinois
$370K – – –
AAS
35
Avantax Advisory Services
Texas
$264K +$19.3K +832 +8%
AWS
36
Atria Wealth Solutions
New York
$259K -$11.6K -500 -4%
DTC
37
Davidson Trust Company
Washington
$255K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$234K -$4.93K -192 -2%
LFG
39
Larson Financial Group
Missouri
$231K +$7.08K +305 +3%
Mariner
40
Mariner
Kansas
$212K -$71.8K -3,096 -25%
WS
41
Wedbush Securities
California
$205K +$205K +8,825 New
Osaic Holdings
42
Osaic Holdings
Arizona
$168K -$26K -1,122 -13%
RFA
43
Register Financial Advisors
Georgia
$135K +$394 +17 +0.3%
SS
44
Sunbelt Securities
Texas
$118K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$115K -$24.9K -1,074 -18%
QT
46
Quantbot Technologies
New York
$64.7K -$231K -9,938 -78%
UBS Group
47
UBS Group
Switzerland
$64.6K +$33.2K +1,431 +106%
ACM
48
Aquatic Capital Management
Illinois
$62.6K -$197K -8,500 -76%
IA
49
IFP Advisors
Florida
$34.8K -$11.6K -500 -25%
HI
50
Harbour Investments
Wisconsin
$23.2K – – –
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