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Saratoga Investment
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Overview Fund Activity

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.

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
18
Closed
7
Calls
$394K
Puts
$751K
Net Calls
-$357K
Net Calls Change
+$352K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.45M
2
BlackRock
2
BlackRock
New York
$905K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.2M
4
TI
4
Trexquant Investment
Connecticut
$637K
5
Millennium Management
5
Millennium Management
New York
$2.87M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
CCIA
2
Campbell & Co Investment Adviser
Maryland
$320K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$3.41M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.97M
5
AGM
5
Alpine Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
1
Two Sigma Advisers
New York
$3.41M 147,000 -13,600 -8%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.2M 138,185 +17,379 +14%
PAG
3
Private Advisor Group
New Jersey
$3.01M 129,621 +71 +0.1%
Millennium Management
4
Millennium Management
New York
$2.87M 123,620 +12,021 +11%
Two Sigma Investments
5
Two Sigma Investments
New York
$2.8M 120,823 -9,499 -7%
AAM
6
Advisors Asset Management
Colorado
$2.61M 112,373 -2,656 -2%
Wells Fargo
7
Wells Fargo
California
$2.47M 106,492 +7,200 +7%
Legal & General Group
8
Legal & General Group
United Kingdom
$2.37M 102,224 -9,245 -8%
LPL Financial
9
LPL Financial
California
$2.15M 92,767 +3,663 +4%
Morgan Stanley
10
Morgan Stanley
New York
$1.97M 84,935 -12,815 -13%
Lido Advisors
11
Lido Advisors
California
$1.67M 71,892 +1,275 +2%
Ameriprise
12
Ameriprise
Minnesota
$1.5M 64,738 +2,659 +4%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$1.45M 62,545 +62,545 New
BAMF
14
BI Asset Management Fondsmaeglerselskab
Denmark
$1.31M 56,365 +7,668 +16%
PVM
15
Palogic Value Management
Texas
$1.08M 46,680 -1,000 -2%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$1.08M 46,360 +253 +0.5%
NLP
17
Next Level Private
New York
$908K 39,154 +6,619 +20%
BlackRock
18
BlackRock
New York
$905K 39,026 +39,026 New
VEA
19
Virtus ETF Advisers
New York
$800K 34,516 -7,337 -18%
JCP
20
JB Capital Partners
New York
$785K 33,847 – –
RJA
21
Raymond James & Associates
Florida
$765K 33,000 +3,142 +11%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$741K 31,934 +1,280 +4%
CRC
23
Curi RMB Capital
Illinois
$696K 30,000 – –
TI
24
Trexquant Investment
Connecticut
$637K 27,473 +15,670 +133%
DADC
25
D.A. Davidson & Co
Montana
$626K 27,000 -736 -3%
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