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Saratoga Investment
SAR

Overview Fund Activity

61 hedge funds and large institutions have $48.7M invested in Saratoga Investment in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-9
Holders Change %
-12.86%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
20
Closed
16
Calls
$380K
Puts
$1.02M
Net Calls
-$635K
Net Calls Change
-$782K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.32M
2
Franklin Resources
2
Franklin Resources
California
$836K
3
AGM
3
Alpine Global Management
New York
$726K
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$710K
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$618K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.53M
2
Millennium Management
2
Millennium Management
New York
$2.47M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.57M
4
QC
4
Quadrature Capital
United Kingdom
$687K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$16.2K -$30.2K -1,300 -65%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$13.9K +$13.9K +600 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$12.2K +$12.2K +526 New
PP
54
PFS Partners
New Jersey
$11.7K – – –
BCWM
55
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
EC
56
EntryPoint Capital
New York
$9.23K -$133K -5,713 -93%
LWANC
57
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.59K – – –
S
58
SignatureFD
Georgia
$5.15K -$789 -34 -13%
OPTFSNA
59
Old Point Trust & Financial Services N A
Virginia
$4.64K +$4.64K +200 New
FMP
60
Financial Management Professionals
Texas
$4K – – –
CAM
61
Creekmur Asset Management
Illinois
$3.34K -$18.2K -787 -85%
SAM
62
Simplify Asset Management
Nevada
– -$1.34M -51,700 Closed
SWP
63
Significant Wealth Partners
Illinois
– -$1.02M -39,560 Closed
JF
64
Jump Financial
Illinois
– -$746K -28,857 Closed
CSS
65
Cubist Systematic Strategies
Connecticut
– -$593K -22,916 Closed
Cerity Partners
66
Cerity Partners
New York
– -$431K -16,662 Closed
TI
67
Trexquant Investment
Connecticut
– -$395K -15,275 Closed
Marshall Wace
68
Marshall Wace
United Kingdom
– -$379K -14,656 Closed
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
– -$362K -13,996 Closed
DTL
70
Dynamic Technology Lab
Singapore
– -$350K -13,522 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$204K -7,905 Closed
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
– -$170K -6,556 Closed
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
– -$166K -6,435 Closed
HIM
74
Hillsdale Investment Management
Ontario, Canada
– -$80.2K -3,100 Closed
HNB
75
Huntington National Bank
Ohio
– -$51.7K -2,000 Closed
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