Saratoga Investment
SAR
47 hedge funds and large institutions have $57.8M invested in Saratoga Investment in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $47.4M → $57.8M (+$10.4M)
12% more funds holding
Funds holding: 42 → 47 (+5)
1.74% more ownership
Funds ownership: 22% → 23.73% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$3.84M |
| 2 |
Two Sigma Advisers
New York
|
+$1.05M |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
+$1.02M |
| 4 |
JP Morgan Chase
New York
|
+$962K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$741K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.22M |
| 2 |
Two Sigma Investments
New York
|
-$708K |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$402K |
| 4 |
DTL
Dynamic Technology Lab
Singapore
|
-$247K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$136K |
SAR Hedge Fund Activity: Q4 2019 in Review
47 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q4 2019, worth a combined $57.8M — up 22% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SAR positions and 3 closed out — a net gain of 7 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $3.84M. The largest seller was Millennium Management, cutting an estimated $1.22M.
- 47 institutional investors held Saratoga Investment (SAR) as of Q4 2019, up from 42 in Q3 2019.
- Funds reported $57.8M of Saratoga Investment stock for Q4 2019, up 22% quarter-over-quarter.
- 10 funds opened new Saratoga Investment positions in Q4 2019 and 3 closed out, a net change of +7 holders.
- The largest Saratoga Investment buyer in Q4 2019 was D.E. Shaw & Co, an estimated $3.84M added.
- The largest Saratoga Investment seller in Q4 2019 was Millennium Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2019.