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Saratoga Investment
SAR

Overview Fund Activity

54 hedge funds and large institutions have $56.3M invested in Saratoga Investment in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
15
Reduced
17
Closed
11
Calls
$278K
Puts
–
Net Calls
+$278K
Net Calls Change
+$458K

Top Buyers

1
PNAA
1
Pictet North America Advisors
Switzerland
$1.02M
2
BDCM
2
Black Diamond Capital Management
Connecticut
$24.9M
3
Millennium Management
3
Millennium Management
New York
$393K
4
Ameriprise
4
Ameriprise
Minnesota
$979K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.44M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.97M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$378K
3
AM
3
Ares Management
California
$0
4
NLP
4
Next Level Private
New York
$0
5
Cerity Partners
5
Cerity Partners
New York
$688K
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Aquatic Capital Management
Illinois
$6K 271 +271 New
FMP
52
Financial Management Professionals
Texas
$4K 181 – –
BPC
53
Banque Pictet & Cie
Switzerland
$1.02K 42,400 +42,400 New
AM
54
Ares Management
California
– – -27,798 Closed
NLP
55
Next Level Private
New York
– – -22,841 Closed
Citadel Advisors
56
Citadel Advisors
Florida
– – -11,225 Closed
FAIM
57
Financial Advocates Investment Management
Washington
– – -8,808 Closed
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
– – -8,771 Closed
TC
59
TAP Consulting
Missouri
– – -8,318 Closed
MWM
60
Modera Wealth Management
New Jersey
– – -8,000 Closed
M
61
MOTCO
Texas
– – -249 Closed
Fidelity Investments
62
Fidelity Investments
Massachusetts
– – -93 Closed
LF
63
Lee Financial
Texas
– – -15 Closed
Bank of America
64
Bank of America
North Carolina
– – -13 Closed
CFFP
65
Center for Financial Planning
Michigan
$0 2 – –
Simplex Trading
66
Simplex Trading
Illinois
– – – –
CFGS
67
Concourse Financial Group Securities
Alabama
– – – –
1 2
3