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Saratoga Investment
SAR

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

17% less capital invested

Capital invested by funds: $67.9M → $56.3M (-$11.6M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$278K
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.02M
2
+$489K
3
+$393K
4
Ameriprise
Ameriprise
Minnesota
+$372K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$274K

Top Sellers

1
-$1.97M
2
-$865K
3
-$758K
4
NLP
Next Level Private
New York
-$623K
5
Cerity Partners
Cerity Partners
New York
-$518K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
$6K
52
$4K
53
$1.02K
54
–
55
–
56
–
57
–
58
–
59
–
60
–
61
–
62
–
1 2
3