Saratoga Investment
SAR
63 hedge funds and large institutions have $74.9M invested in Saratoga Investment in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
105% more capital invested
Capital invested by funds: $36.5M → $74.9M (+$38.4M)
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
19% more funds holding
Funds holding: 53 → 63 (+10)
11.07% more ownership
Funds ownership: 11.37% → 22.44% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.93M |
| 2 |
Two Sigma Investments
New York
|
+$1.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$935K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$888K |
| 5 |
Millennium Management
New York
|
+$826K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.83M |
| 2 |
AM
Ares Management
Los Angeles,
California
|
-$514K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$285K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$219K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$215K |
SAR Hedge Fund Activity: Q4 2021 in Review
63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q4 2021, worth a combined $74.9M — up 105% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SAR positions and 9 closed out — a net gain of 10 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.93M. The largest seller was Putnam Investments, cutting an estimated $1.83M.
- 63 institutional investors held Saratoga Investment (SAR) as of Q4 2021, up from 53 in Q3 2021.
- Funds reported $74.9M of Saratoga Investment stock for Q4 2021, up 105% quarter-over-quarter.
- 19 funds opened new Saratoga Investment positions in Q4 2021 and 9 closed out, a net change of +10 holders.
- The largest Saratoga Investment buyer in Q4 2021 was Thomas J. Herzfeld Advisors, an estimated $2.93M added.
- The largest Saratoga Investment seller in Q4 2021 was Putnam Investments, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2021.