SAR icon

Saratoga Investment
SAR

Overview Fund Activity

67 hedge funds and large institutions have $52.9M invested in Saratoga Investment in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
16
Closed
5
Calls
$758K
Puts
$667K
Net Calls
+$91K
Net Calls Change
+$448K

Top Buyers

1
TI
1
Trexquant Investment
Connecticut
$1.53M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$860K
3
Lido Advisors
3
Lido Advisors
California
$2.27M
4
Citadel Advisors
4
Citadel Advisors
Florida
$428K
5
BlackRock
5
BlackRock
New York
$1.27M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.93M
2
MP
2
McDonald Partners
Ohio
$0
3
Millennium Management
3
Millennium Management
New York
$2.51M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$2.17M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
26
Curi RMB Capital
Illinois
$718K – – –
DADC
27
D.A. Davidson & Co
Montana
$716K +$70.1K +2,929 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$537K +$6.82K +285 +1%
PA
29
PFG Advisors
Arizona
$528K -$8.97K -375 -2%
CCIA
30
Campbell & Co Investment Adviser
Maryland
$490K +$161K +6,714 +49%
Citadel Advisors
31
Citadel Advisors
Florida
$428K +$428K +17,889 New
BA
32
Bard Associates
Illinois
$381K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$369K -$30.6K -1,276 -8%
Mariner
34
Mariner
Kansas
$317K +$317K +13,235 New
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$285K +$285K +11,914 New
Northern Trust
36
Northern Trust
Illinois
$271K +$271K +11,315 New
HighTower Advisors
37
HighTower Advisors
Illinois
$266K +$266K +11,124 New
DTC
38
Davidson Trust Company
Washington
$263K – – –
Jane Street
39
Jane Street
New York
$252K +$252K +10,520 New
AAS
40
Avantax Advisory Services
Texas
$248K -$1.58K -66 -0.6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$212K +$212K +8,882 New
WS
42
Wedbush Securities
California
$208K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$162K +$42.8K +1,789 +36%
RFA
44
Register Financial Advisors
Georgia
$141K +$622 +26 +0.4%
Osaic Holdings
45
Osaic Holdings
Arizona
$129K -$34.6K -1,446 -21%
SS
46
Sunbelt Securities
Texas
$121K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$54.3K – – –
PC
48
Promus Capital
Illinois
$30.5K +$30.5K +1,273 New
IA
49
IFP Advisors
Florida
$23.9K – – –
AT
50
Arlington Trust
Alabama
$23.9K – – –
1
2
3