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Saratoga Investment
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Overview Fund Activity

58 hedge funds and large institutions have $45.7M invested in Saratoga Investment in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
15
Closed
9
Calls
$274K
Puts
$983K
Net Calls
-$709K
Net Calls Change
-$74K

Top Buyers

1
BAMF
1
BI Asset Management Fondsmaeglerselskab
Denmark
$1.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.22M
3
VEA
3
Virtus ETF Advisers
New York
$950K
4
TI
4
Trexquant Investment
Connecticut
$268K
5
Legal & General Group
5
Legal & General Group
United Kingdom
$2.53M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$157K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$0
3
Franklin Resources
3
Franklin Resources
California
$0
4
QC
4
Quadrature Capital
United Kingdom
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
1
Two Sigma Advisers
New York
$3.65M 160,600 +7,900 +5%
Two Sigma Investments
2
Two Sigma Investments
New York
$2.96M 130,322 -23,620 -15%
PAG
3
Private Advisor Group
New Jersey
$2.94M 129,550 +3,417 +3%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.74M 120,806 -4,567 -4%
AAM
5
Advisors Asset Management
Colorado
$2.61M 115,029 -11,136 -9%
Millennium Management
6
Millennium Management
New York
$2.53M 111,599 +5,298 +5%
Legal & General Group
7
Legal & General Group
United Kingdom
$2.53M 111,469 +10,625 +11%
Wells Fargo
8
Wells Fargo
California
$2.25M 99,292 -104 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$2.22M 97,750 +41,774 +75%
LPL Financial
10
LPL Financial
California
$2.02M 89,104 +10,269 +13%
Lido Advisors
11
Lido Advisors
California
$1.6M 70,617 – –
TWM
12
TMD Wealth Management
Arizona
$1.54M 67,730 -497 -0.7%
Ameriprise
13
Ameriprise
Minnesota
$1.41M 62,079 +3,097 +5%
BAMF
14
BI Asset Management Fondsmaeglerselskab
Denmark
$1.11M 48,697 +48,697 New
PVM
15
Palogic Value Management
Texas
$1.08M 47,680 – –
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$1.05M 46,107 +9,075 +25%
VEA
17
Virtus ETF Advisers
New York
$950K 41,853 +13,952 +50%
JCP
18
JB Capital Partners
New York
$768K 33,847 – –
NLP
19
Next Level Private
New York
$739K 32,535 +1,059 +3%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$696K 30,654 +52 +0.2%
CRC
21
Curi RMB Capital
Illinois
$681K 30,000 +5,000 +20%
RJA
22
Raymond James & Associates
Florida
$678K 29,858 – –
DADC
23
D.A. Davidson & Co
Montana
$630K 27,736 +664 +2%
CCIA
24
Campbell & Co Investment Adviser
Maryland
$625K 27,513 +883 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$546K 24,077 -2,249 -9%
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