Saratoga Investment
SAR
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.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
18% more funds holding
Funds holding: 57 → 67 (+10)
14% more capital invested
Capital invested by funds: $46.5M → $52.9M (+$6.36M)
14% more call options, than puts
Call options by funds: $758K | Put options by funds: $667K
0.61% more ownership
Funds ownership: 15.41% → 16.02% (+0.61%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$886K |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$872K |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$560K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$434K |
| 5 |
BlackRock
New York
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$792K |
| 2 |
MP
McDonald Partners
Cleveland,
Ohio
|
-$470K |
| 3 |
Millennium Management
New York
|
-$448K |
| 4 |
Legal & General Group
London,
United Kingdom
|
-$272K |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$243K |
SAR Hedge Fund Activity: Q4 2024 in Review
67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q4 2024, worth a combined $52.9M — up 14% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SAR positions and 5 closed out — a net gain of 11 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Trexquant Investment, adding an estimated $886K. The largest seller was International Assets Investment Management, cutting an estimated $792K.
- 67 institutional investors held Saratoga Investment (SAR) as of Q4 2024, up from 57 in Q3 2024.
- Funds reported $52.9M of Saratoga Investment stock for Q4 2024, up 14% quarter-over-quarter.
- 16 funds opened new Saratoga Investment positions in Q4 2024 and 5 closed out, a net change of +11 holders.
- The largest Saratoga Investment buyer in Q4 2024 was Trexquant Investment, an estimated $886K added.
- The largest Saratoga Investment seller in Q4 2024 was International Assets Investment Management, an estimated $792K sold.
Based on aggregated 13F filings for Q4 2024.