SAR icon

Saratoga Investment
SAR

Overview Fund Activity

58 hedge funds and large institutions have $67.9M invested in Saratoga Investment in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
25
Reduced
10
Closed
13
Calls
$59K
Puts
$239K
Net Calls
-$180K
Net Calls Change
-$180K

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$4.48M
2
BDCM
2
Black Diamond Capital Management
Connecticut
$27.7M
3
PAG
3
Private Advisor Group
New Jersey
$857K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$239K
5
AAS
5
Avantax Advisory Services
Texas
$228K

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$1.42M
3
Millennium Management
3
Millennium Management
New York
$0
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.47M
5
PI
5
Putnam Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
51
Carmichael Hill & Associates
Maryland
$9K – – –
LWANC
52
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
M
53
MOTCO
Texas
$7K +$7K +249 New
FMP
54
Financial Management Professionals
Texas
$5K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$3K +$3K +93 New
Marshall Wace
56
Marshall Wace
United Kingdom
– -$897K -30,523 Closed
Millennium Management
57
Millennium Management
New York
– -$834K -28,397 Closed
PI
58
Putnam Investments
Massachusetts
– -$703K -23,936 Closed
CWM
59
Chemistry Wealth Management
New York
– -$645K -21,950 Closed
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
– -$580K -19,747 Closed
ASFA
61
All Season Financial Advisors
Colorado
– -$332K -11,301 Closed
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
– -$290K -9,880 Closed
JF
63
Jump Financial
Illinois
– -$259K -8,800 Closed
CWS
64
Confluence Wealth Services
Pennsylvania
– -$88K -3,000 Closed
CCM
65
Chilton Capital Management
Texas
– -$25K -840 Closed
MSFP
66
Mark Sheptoff Financial Planning
Connecticut
– -$21K -700 Closed
VRM
67
Vectors Research Management
New York
– -$9K -300 Closed
ACM
68
Aquatic Capital Management
Illinois
– -$6K -200 Closed
1 2
3