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Saratoga Investment
SAR

Overview Fund Activity

57 hedge funds and large institutions have $46.5M invested in Saratoga Investment in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
18
Closed
7
Calls
$394K
Puts
$751K
Net Calls
-$357K
Net Calls Change
+$352K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.45M
2
BlackRock
2
BlackRock
New York
$905K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.2M
4
TI
4
Trexquant Investment
Connecticut
$637K
5
Millennium Management
5
Millennium Management
New York
$2.87M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
CCIA
2
Campbell & Co Investment Adviser
Maryland
$320K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$3.41M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.97M
5
AGM
5
Alpine Global Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$521K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$514K -$44.1K -1,904 -8%
MP
28
McDonald Partners
Ohio
$470K -$255 -11 -0.1%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$387K -$128K -5,537 -25%
BA
30
Bard Associates
Illinois
$370K – – –
CCIA
31
Campbell & Co Investment Adviser
Maryland
$320K -$318K -13,722 -50%
DTC
32
Davidson Trust Company
Washington
$255K – – –
SSA
33
Schonfeld Strategic Advisors
New York
$243K +$243K +10,500 New
AAS
34
Avantax Advisory Services
Texas
$242K -$24.2K -1,043 -9%
PAM
35
PVG Asset Management
Colorado
$236K +$236K +10,165 New
AWS
36
Atria Wealth Solutions
New York
$231K – – –
WS
37
Wedbush Securities
California
$202K -$27.9K -1,200 -12%
Osaic Holdings
38
Osaic Holdings
Arizona
$158K +$5.08K +219 +3%
RFA
39
Register Financial Advisors
Georgia
$136K +$417 +18 +0.3%
SS
40
Sunbelt Securities
Texas
$118K – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$116K +$116K +5,000 New
SPIA
42
Steward Partners Investment Advisory
New York
$52.6K -$39.3K -1,695 -43%
IA
43
IFP Advisors
Florida
$23.2K -$11.6K -500 -33%
AT
44
Arlington Trust
Alabama
$23.2K – – –
HI
45
Harbour Investments
Wisconsin
$23.2K – – –
UBS Group
46
UBS Group
Switzerland
$21.4K -$46 -2 -0.2%
Bank of America
47
Bank of America
North Carolina
$16.2K – – –
PP
48
PFS Partners
New Jersey
$11.7K – – –
BCWM
49
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$9.28K -$2.32K -100 -20%
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