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Saratoga Investment
SAR

Overview Fund Activity

48 hedge funds and large institutions have $48.6M invested in Saratoga Investment in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
22
Reduced
11
Closed
11
Calls
$271K
Puts
$2K
Net Calls
+$269K
Net Calls Change
-$9K

Top Buyers

1
NLP
1
Next Level Private
New York
$608K
2
BDCM
2
Black Diamond Capital Management
Connecticut
$21.8M
3
CC
3
Claybrook Capital
Massachusetts
$471K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.33M
5
LFG
5
Larson Financial Group
Missouri
$176K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$831K
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
51
Ahrens Investment Partners
Louisiana
– – -4,243 Closed
Lazard Asset Management
52
Lazard Asset Management
New York
– – -2,963 Closed
FBC
53
Fairfield, Bush & Co
Connecticut
– – -1,000 Closed
Credit Agricole
54
Credit Agricole
France
– – -1,000 Closed
GWM
55
Geneos Wealth Management
Colorado
– – -381 Closed
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
– – -361 Closed
CFFP
57
Center for Financial Planning
Michigan
– – -2 Closed
Citadel Advisors
58
Citadel Advisors
Florida
– – – –
Simplex Trading
59
Simplex Trading
Illinois
– – – –
CFGS
60
Concourse Financial Group Securities
Alabama
– – – –
BlackRock
61
BlackRock
New York
$0 1 +1 New
S
62
SignatureFD
Georgia
$0 1 +1 New
1 2
3