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Saratoga Investment
SAR

67 hedge funds and large institutions have $52.9M invested in Saratoga Investment in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

18% more funds holding

Funds holding: 57 → 67 (+10)

14% more capital invested

Capital invested by funds: $46.5M → $52.9M (+$6.36M)

14% more call options, than puts

Call options by funds: $758K | Put options by funds: $667K

0.61% more ownership

Funds ownership: 15.41% → 16.02% (+0.61%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
16
Closed
5
Calls
$758K
Puts
$667K
Net Calls
+$91K
Net Calls Change
+$448K

Top Buyers

Rank Fund Capital Flow
1
TI
Trexquant Investment
Connecticut
+$886K
2
Marshall Wace
Marshall Wace
United Kingdom
+$872K
3
Lido Advisors
Lido Advisors
California
+$560K
4
Citadel Advisors
Citadel Advisors
Florida
+$434K
5
BlackRock
BlackRock
New York
+$339K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$792K
2
MP
McDonald Partners
Ohio
-$470K
3
Millennium Management
Millennium Management
New York
-$448K
4
Legal & General Group
Legal & General Group
United Kingdom
-$272K
5
SSA
Schonfeld Strategic Advisors
New York
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$23.9K – – –
UBS Group
52
UBS Group
Switzerland
$22.8K +$800 +33 +4%
Bank of America
53
Bank of America
North Carolina
$16.7K – – –
PP
54
PFS Partners
New Jersey
$12K – – –
BCWM
55
Bartlett & Co Wealth Management
Ohio
$12K – – –
LWANC
56
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.76K – – –
S
57
SignatureFD
Georgia
$5.31K – – –
Simplex Trading
58
Simplex Trading
Illinois
$5K +$5.99K +247 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$4.9K -$4.85K -200 -50%
CFGS
60
Concourse Financial Group Securities
Alabama
$4.69K +$4.56K +188 New
FMP
61
Financial Management Professionals
Texas
$4.33K – – –
SIS
62
Strategic Investment Solutions
Illinois
$2.39K – – –
VWM
63
Venturi Wealth Management
Texas
$2.23K – – –
HCP
64
Hexagon Capital Partners
Arkansas
$1.87K +$1.89K +78 New
HC
65
Hurley Capital
New York
$311 +$315 +13 New
TRCT
66
Tower Research Capital (TRC)
New York
$48 +$49 +2 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$24 +$24 +1 New
MP
68
McDonald Partners
Ohio
– -$470K -20,264 Closed
SSA
69
Schonfeld Strategic Advisors
New York
– -$243K -10,500 Closed
PAM
70
PVG Asset Management
Colorado
– -$236K -10,165 Closed
AWS
71
Atria Wealth Solutions
New York
– -$231K -9,955 Closed
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
– -$23 -1 Closed
1 2
3

SAR Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q4 2024, worth a combined $52.9M — up 14% from $46.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SAR positions and 5 closed out — a net gain of 11 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Trexquant Investment, adding an estimated $886K. The largest seller was International Assets Investment Management, cutting an estimated $792K.

  • 67 institutional investors held Saratoga Investment (SAR) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $52.9M of Saratoga Investment stock for Q4 2024, up 14% quarter-over-quarter.
  • 16 funds opened new Saratoga Investment positions in Q4 2024 and 5 closed out, a net change of +11 holders.
  • The largest Saratoga Investment buyer in Q4 2024 was Trexquant Investment, an estimated $886K added.
  • The largest Saratoga Investment seller in Q4 2024 was International Assets Investment Management, an estimated $792K sold.

Based on aggregated 13F filings for Q4 2024.