SAR icon

Saratoga Investment
SAR

Overview Fund Activity

58 hedge funds and large institutions have $45.7M invested in Saratoga Investment in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
15
Closed
9
Calls
$274K
Puts
$983K
Net Calls
-$709K
Net Calls Change
-$74K

Top Buyers

1
BAMF
1
BI Asset Management Fondsmaeglerselskab
Denmark
$1.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.22M
3
VEA
3
Virtus ETF Advisers
New York
$950K
4
TI
4
Trexquant Investment
Connecticut
$268K
5
Legal & General Group
5
Legal & General Group
United Kingdom
$2.53M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$157K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$0
3
Franklin Resources
3
Franklin Resources
California
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$510K -$16.9K -746 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$505K +$38.1K +1,677 +8%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$471K -$47.2K -2,082 -9%
MP
29
McDonald Partners
Ohio
$460K – – –
BA
30
Bard Associates
Illinois
$362K – – –
TI
31
Trexquant Investment
Connecticut
$268K +$268K +11,803 New
AGM
32
Alpine Global Management
New York
$261K -$449K -19,795 -63%
AAS
33
Avantax Advisory Services
Texas
$261K +$2.23K +98 +0.9%
DTC
34
Davidson Trust Company
Washington
$250K – – –
AWS
35
Atria Wealth Solutions
New York
$226K -$27.2K -1,200 -11%
WS
36
Wedbush Securities
California
$225K +$24.4K +1,075 +12%
BRWA
37
B. Riley Wealth Advisors
Florida
$225K +$17.5K +770 +8%
Citadel Advisors
38
Citadel Advisors
Florida
$157K -$1.34M -58,847 -90%
Osaic Holdings
39
Osaic Holdings
Arizona
$150K -$14.9K -656 -9%
RFA
40
Register Financial Advisors
Georgia
$133K +$409 +18 +0.3%
ACM
41
Aquatic Capital Management
Illinois
$116K +$54.5K +2,400 +89%
SS
42
Sunbelt Securities
Texas
$115K – – –
IAIM
43
International Assets Investment Management
Florida
$108K +$108K +4,739 New
SPIA
44
Steward Partners Investment Advisory
New York
$90K -$22.7K -1,000 -20%
QT
45
Quantbot Technologies
New York
$63.3K +$45 +2 +0.1%
IA
46
IFP Advisors
Florida
$34.1K – – –
HI
47
Harbour Investments
Wisconsin
$22.7K – – –
AT
48
Arlington Trust
Alabama
$22.7K +$22.7K +1,000 New
UBS Group
49
UBS Group
Switzerland
$21K -$42.3K -1,863 -67%
Bank of America
50
Bank of America
North Carolina
$15.9K – – –
1
2
3