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Saratoga Investment
SAR

Overview Fund Activity

64 hedge funds and large institutions have $60.8M invested in Saratoga Investment in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
29
Reduced
9
Closed
13
Calls
$1.01M
Puts
$141K
Net Calls
+$864K
Net Calls Change
+$281K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$7.6M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.41M
3
SM
3
Scoggin Management
New York
$2.92M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.66M
5
AGM
5
Alpine Global Management
New York
$1.34M

Top Sellers

1
BDCM
1
Black Diamond Capital Management
Connecticut
$0
2
AR
2
Advisory Research
Illinois
$0
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
1
Millennium Management
New York
$7.6M 295,736 +169,910 +135%
Two Sigma Investments
2
Two Sigma Investments
New York
$5.41M 210,616 +117,213 +125%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$4.66M 181,300 +80,500 +80%
AAM
4
Advisors Asset Management
Colorado
$3.6M 140,051 +11,500 +9%
SM
5
Scoggin Management
New York
$2.92M 113,700 +113,700 New
Wells Fargo
6
Wells Fargo
California
$2.38M 92,426 +6,322 +7%
Legal & General Group
7
Legal & General Group
United Kingdom
$2.24M 87,048 -1,987 -2%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.13M 82,974 +2,192 +3%
PAG
9
Private Advisor Group
New Jersey
$2.12M 82,324 +22,950 +39%
LPL Financial
10
LPL Financial
California
$1.9M 73,965 +2,146 +3%
Marshall Wace
11
Marshall Wace
United Kingdom
$1.52M 58,975 +25,454 +76%
QC
12
Quadrature Capital
United Kingdom
$1.43M 55,663 +39,297 +240%
AGM
13
Alpine Global Management
New York
$1.34M 52,000 +52,000 New
Morgan Stanley
14
Morgan Stanley
New York
$1.32M 51,409 +15,919 +45%
RJA
15
Raymond James & Associates
Florida
$1.28M 49,691 -14,118 -22%
SAM
16
Simplify Asset Management
Nevada
$1.25M 48,500 +48,500 New
PVM
17
Palogic Value Management
Texas
$1.23M 47,680 – –
Ameriprise
18
Ameriprise
Minnesota
$1.21M 46,908 -11,431 -20%
CC
19
Claybrook Capital
Massachusetts
$1.07M 41,817 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$1.01M 39,220 +4,702 +14%
Citadel Advisors
21
Citadel Advisors
Florida
$1.01M 39,213 +31,202 +389%
PI
22
Putnam Investments
Massachusetts
$984K 38,294 +4,705 +14%
JCP
23
JB Capital Partners
New York
$870K 33,847 – –
NLP
24
Next Level Private
New York
$787K 31,476 +3,017 +11%
TI
25
Trexquant Investment
Connecticut
$775K 30,157 +30,157 New
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