Saratoga Investment
SAR
57 hedge funds and large institutions have $46.5M invested in Saratoga Investment in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 7 closing their positions.
2% more capital invested
Capital invested by funds: $45.7M → $46.5M (+$863K)
0.72% more ownership
Funds ownership: 14.69% → 15.41% (+0.72%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 58 → 57 (-1)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
48% less call options, than puts
Call options by funds: $394K | Put options by funds: $751K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.48M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.44M |
| 3 |
BlackRock
New York
|
+$901K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$401K |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$471K |
| 2 |
CCIA
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
-$317K |
| 3 |
Two Sigma Advisers
New York
|
-$314K |
| 4 |
Morgan Stanley
New York
|
-$296K |
| 5 |
AGM
Alpine Global Management
New York
|
-$261K |
SAR Hedge Fund Activity: Q3 2024 in Review
57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q3 2024, worth a combined $46.5M — up 1.9% from $45.7M a quarter earlier.
Fund positioning in SAR was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 18 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $2.48M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $471K sold.
- 57 institutional investors held Saratoga Investment (SAR) as of Q3 2024, down from 58 in Q2 2024.
- Funds reported $46.5M of Saratoga Investment stock for Q3 2024, up 1.9% quarter-over-quarter.
- 7 funds opened new Saratoga Investment positions in Q3 2024 and 7 closed out, a net change of 0 holders.
- The largest Saratoga Investment buyer in Q3 2024 was International Assets Investment Management, an estimated $2.48M added.
- The largest Saratoga Investment seller in Q3 2024 was Janney Montgomery Scott, an estimated $471K sold.
Based on aggregated 13F filings for Q3 2024.