Saratoga Investment
SAR
54 hedge funds and large institutions have $56.3M invested in Saratoga Investment in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.87% less ownership
Funds ownership: 20.6% → 19.73% (-0.87%)
7% less funds holding
Funds holding: 58 → 54 (-4)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
17% less capital invested
Capital invested by funds: $67.9M → $56.3M (-$11.6M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$1.1M |
| 2 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
+$1.1M |
| 3 |
BDCM
Black Diamond Capital Management
Stamford,
Connecticut
|
+$528K |
| 4 |
Millennium Management
New York
|
+$425K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$402K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.13M |
| 2 |
Two Sigma Investments
New York
|
-$936K |
| 3 |
AM
Ares Management
Los Angeles,
California
|
-$758K |
| 4 |
NLP
Next Level Private
Harrison,
New York
|
-$623K |
| 5 |
Cerity Partners
New York
|
-$560K |
SAR Hedge Fund Activity: Q2 2022 in Review
54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q2 2022, worth a combined $56.3M — down 17% from $67.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SAR and 7 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 15 added.
The largest buyer was Banque Pictet & Cie, opening a new position worth an estimated $1.1M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $2.13M.
- 54 institutional investors held Saratoga Investment (SAR) as of Q2 2022, down from 58 in Q1 2022.
- Funds reported $56.3M of Saratoga Investment stock for Q2 2022, down 17% quarter-over-quarter.
- 7 funds opened new Saratoga Investment positions in Q2 2022 and 11 closed out, a net change of -4 holders.
- The largest Saratoga Investment buyer in Q2 2022 was Banque Pictet & Cie, an estimated $1.1M added.
- The largest Saratoga Investment seller in Q2 2022 was Thomas J. Herzfeld Advisors, an estimated $2.13M sold.
Based on aggregated 13F filings for Q2 2022.