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Saratoga Investment
SAR

Overview Fund Activity

61 hedge funds and large institutions have $48.7M invested in Saratoga Investment in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 16 closing their positions.

Holders
61
Holders Change
-9
Holders Change %
-12.86%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
20
Closed
16
Calls
$380K
Puts
$1.02M
Net Calls
-$635K
Net Calls Change
-$782K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.32M
2
Franklin Resources
2
Franklin Resources
California
$836K
3
AGM
3
Alpine Global Management
New York
$726K
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$710K
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$618K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.53M
2
Millennium Management
2
Millennium Management
New York
$2.47M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.57M
4
QC
4
Quadrature Capital
United Kingdom
$687K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Investments
1
Two Sigma Investments
New York
$3.57M 153,942 -81,112 -35%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$3.54M 152,700 -60,200 -28%
AAM
3
Advisors Asset Management
Colorado
$2.93M 126,165 +6,837 +6%
PAG
4
Private Advisor Group
New Jersey
$2.93M 126,133 +15,782 +14%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.91M 125,373 +2,154 +2%
Millennium Management
6
Millennium Management
New York
$2.47M 106,301 -116,972 -52%
Legal & General Group
7
Legal & General Group
United Kingdom
$2.34M 100,844 +2,881 +3%
Wells Fargo
8
Wells Fargo
California
$2.31M 99,396 +8,998 +10%
LPL Financial
9
LPL Financial
California
$1.83M 78,835 +4,400 +6%
Lido Advisors
10
Lido Advisors
California
$1.64M 70,617 – –
TWM
11
TMD Wealth Management
Arizona
$1.58M 68,227 +9,447 +16%
Citadel Advisors
12
Citadel Advisors
Florida
$1.53M 65,746 -128,617 -66%
Ameriprise
13
Ameriprise
Minnesota
$1.37M 58,982 +11,519 +24%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.32M 56,977 +56,977 New
Morgan Stanley
15
Morgan Stanley
New York
$1.3M 55,976 -8,114 -13%
PVM
16
Palogic Value Management
Texas
$1.11M 47,680 – –
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$859K 37,032 +3,091 +9%
Franklin Resources
18
Franklin Resources
California
$836K 36,023 +36,023 New
JCP
19
JB Capital Partners
New York
$785K 33,847 – –
NLP
20
Next Level Private
New York
$730K 31,476 – –
AGM
21
Alpine Global Management
New York
$726K 31,299 +31,299 New
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$710K 30,602 +30,602 New
RJA
23
Raymond James & Associates
Florida
$693K 29,858 -3,950 -12%
QC
24
Quadrature Capital
United Kingdom
$687K 29,641 -70,744 -70%
VEA
25
Virtus ETF Advisers
New York
$647K 27,901 +11,524 +70%
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