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Saratoga Investment
SAR

Overview Fund Activity

67 hedge funds and large institutions have $52.9M invested in Saratoga Investment in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
16
Closed
5
Calls
$758K
Puts
$667K
Net Calls
+$91K
Net Calls Change
+$448K

Top Buyers

1
TI
1
Trexquant Investment
Connecticut
$1.53M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$860K
3
Raymond James Financial
3
Raymond James Financial
Florida
$814K
4
Lido Advisors
4
Lido Advisors
California
$2.27M
5
Citadel Advisors
5
Citadel Advisors
Florida
$428K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.93M
2
MP
2
McDonald Partners
Ohio
$0
3
Millennium Management
3
Millennium Management
New York
$2.51M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$2.17M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
1
Two Sigma Advisers
New York
$3.47M 145,100 -1,900 -1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.46M 144,817 +6,632 +5%
Two Sigma Investments
3
Two Sigma Investments
New York
$3.07M 128,379 +7,556 +6%
PAG
4
Private Advisor Group
New Jersey
$2.93M 122,295 -7,326 -6%
Wells Fargo
5
Wells Fargo
California
$2.63M 109,784 +3,292 +3%
AAM
6
Advisors Asset Management
Colorado
$2.57M 107,401 -4,972 -4%
Millennium Management
7
Millennium Management
New York
$2.51M 105,129 -18,491 -15%
Lido Advisors
8
Lido Advisors
California
$2.27M 94,981 +23,089 +32%
Morgan Stanley
9
Morgan Stanley
New York
$2.25M 94,192 +9,257 +11%
Legal & General Group
10
Legal & General Group
United Kingdom
$2.17M 90,997 -11,227 -11%
LPL Financial
11
LPL Financial
California
$2.09M 87,304 -5,463 -6%
IAIM
12
International Assets Investment Management
Florida
$1.93M 79,569 -32,669 -29%
TI
13
Trexquant Investment
Connecticut
$1.53M 64,017 +36,544 +133%
Ameriprise
14
Ameriprise
Minnesota
$1.43M 59,961 -4,777 -7%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$1.42M 59,239 -3,306 -5%
BAMF
16
BI Asset Management Fondsmaeglerselskab
Denmark
$1.41M 59,059 +2,694 +5%
BlackRock
17
BlackRock
New York
$1.27M 52,998 +13,972 +36%
PVM
18
Palogic Value Management
Texas
$1.12M 46,680 – –
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$1.05M 43,852 -2,508 -5%
NLP
20
Next Level Private
New York
$937K 39,154 – –
Marshall Wace
21
Marshall Wace
United Kingdom
$860K 35,962 +35,962 New
Raymond James Financial
22
Raymond James Financial
Florida
$814K 34,032 +34,032 New
JCP
23
JB Capital Partners
New York
$810K 33,847 – –
VEA
24
Virtus ETF Advisers
New York
$808K 33,759 -757 -2%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$786K 32,845 +911 +3%
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