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Saratoga Investment
SAR

Overview Fund Activity

66 hedge funds and large institutions have $47.8M invested in Saratoga Investment in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
23
Reduced
18
Closed
7
Calls
$788K
Puts
$205K
Net Calls
+$583K
Net Calls Change
-$101K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.52M
2
Millennium Management
2
Millennium Management
New York
$3.4M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.72M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$905K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$552K

Top Sellers

1
BDCM
1
Black Diamond Capital Management
Connecticut
$2.6M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.18M
3
TI
3
Trexquant Investment
Connecticut
$0
4
CPIG
4
Chicago Partners Investment Group
Illinois
$249K
5
AAM
5
Advisors Asset Management
Colorado
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$149K -$45.9K -1,700 -24%
SS
52
Sunbelt Securities
Texas
$137K – – –
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$87.6K +$87.6K +3,247 New
UBS Group
54
UBS Group
Switzerland
$71.2K +$40.8K +1,510 +134%
TFA
55
Toth Financial Advisory
Virginia
$70.2K +$70.2K +2,600 New
QT
56
Quantbot Technologies
New York
$65.5K +$65.5K +2,426 New
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$62.1K +$59.4K +2,200 +2,200%
Bank of America
58
Bank of America
North Carolina
$55.2K -$189 -7 -0.3%
TWM
59
Tradition Wealth Management
Minnesota
$44K +$1.11K +41 +3%
HI
60
Harbour Investments
Wisconsin
$27K +$27K +1,000 New
PP
61
PFS Partners
New Jersey
$13.6K – – –
BCWM
62
Bartlett & Co Wealth Management
Ohio
$13.5K +$13.5K +500 New
BC
63
Bartlett & Co
Ohio
$13K +$13K +500 New
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.51K – – –
FMP
65
Financial Management Professionals
Texas
$5K – – –
Citigroup
66
Citigroup
New York
$216 +$216 +8 New
BWM
67
Baystate Wealth Management
Massachusetts
$11 – – –
TI
68
Trexquant Investment
Connecticut
– -$292K -11,533 Closed
IGWM
69
ICA Group Wealth Management
Colorado
– -$125K -4,950 Closed
IAIM
70
International Assets Investment Management
Florida
– -$78.8K -3,116 Closed
BAM
71
Belpointe Asset Management
Nevada
– -$25.3K -1,000 Closed
ASN
72
Advisory Services Network
Georgia
– -$19.5K -772 Closed
Simplex Trading
73
Simplex Trading
Illinois
– -$13K -548 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– -$5.99K -237 Closed
TWA
75
TCI Wealth Advisors
Arizona
– -$3 – –
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