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Saratoga Investment
SAR

Overview Fund Activity

63 hedge funds and large institutions have $74.9M invested in Saratoga Investment in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
+10
Holders Change %
+18.87%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
19
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.96M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.49M
3
Citadel Advisors
3
Citadel Advisors
Florida
$944K
4
Marshall Wace
4
Marshall Wace
United Kingdom
$897K
5
Millennium Management
5
Millennium Management
New York
$834K

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$703K
2
AM
2
Ares Management
California
$817K
3
RJA
3
Raymond James & Associates
Florida
$2.19M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.54M
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Chilton Capital Management
Texas
$25K +$25K +840 New
SPIA
52
Steward Partners Investment Advisory
New York
$22K – – –
MSFP
53
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$15K +$15K +500 New
PP
55
PFS Partners
New Jersey
$14.8K +$14.8K +503 New
Credit Agricole
56
Credit Agricole
France
$10K +$10K +350 New
CHA
57
Carmichael Hill & Associates
Maryland
$9K +$2.86K +100 +47%
VRM
58
Vectors Research Management
New York
$9K +$9K +300 New
LWANC
59
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
ACM
60
Aquatic Capital Management
Illinois
$6K +$6K +200 New
FMP
61
Financial Management Professionals
Texas
$5K – – –
CA
62
Cetera Advisors
Colorado
– -$215K -7,488 Closed
EGA
63
Eagle Global Advisors
Texas
– -$203K -7,080 Closed
Bank of America
64
Bank of America
North Carolina
– -$50K -1,725 Closed
FIA
65
FNY Investment Advisers
New York
– -$40K -1,399 Closed
HI
66
Harbour Investments
Wisconsin
– -$29K -1,000 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$15K -533 Closed
SSB
68
Sandy Spring Bank
Maryland
– -$10K -360 Closed
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