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Saratoga Investment
SAR

Overview Fund Activity

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
Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.89%
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

1
TI
1
Trexquant Investment
Connecticut
$1.53M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$860K
3
Lido Advisors
3
Lido Advisors
California
$2.27M
4
Citadel Advisors
4
Citadel Advisors
Florida
$428K
5
BlackRock
5
BlackRock
New York
$1.27M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.93M
2
MP
2
McDonald Partners
Ohio
$0
3
Millennium Management
3
Millennium Management
New York
$2.51M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$2.17M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$23.9K – – –
UBS Group
52
UBS Group
Switzerland
$22.8K +$789 +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
$5.77K – – –
S
57
SignatureFD
Georgia
$5.31K – – –
Simplex Trading
58
Simplex Trading
Illinois
$5K +$5K +247 New
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$4.9K -$4.9K -200 -50%
CFGS
60
Concourse Financial Group Securities
Alabama
$4.69K +$4.69K +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 +$1.87K +78 New
HC
65
Hurley Capital
New York
$311 +$311 +13 New
TRCT
66
Tower Research Capital (TRC)
New York
$48 +$48 +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
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