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Saratoga Investment
SAR

Overview Fund Activity

47 hedge funds and large institutions have $32.1M invested in Saratoga Investment in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$517K
2
WAM
2
WNY Asset Management
New York
$236K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$215K
4
LPL Financial
4
LPL Financial
California
$1.74M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$203K

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$2.7M
2
AM
2
Ares Management
California
$1.15M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$603K
4
RJA
4
Raymond James & Associates
Florida
$420K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$573K
Name Holding Trade Value Shares
Change 		Shares
Change %
ICP
51
Interchange Capital Partners
Pennsylvania
– -$5K -250 Closed
ASN
52
Advisory Services Network
Georgia
– -$2K -112 Closed
AWM
53
Avior Wealth Management
Nebraska
– -$1K -90 Closed
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