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, 16 increasing their positions, 15 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 call options, than puts
Call options by funds: $758K | Put options by funds: $667K
13% more capital invested
Capital invested by funds: $46.6M → $52.9M (+$6.25M)
1.39% more ownership
Funds ownership: 14.63% → 16.02% (+1.4%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.81M |
| 2 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$886K |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$872K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$560K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
McDonald Partners
Cleveland,
Ohio
|
-$470K |
| 2 |
Millennium Management
New York
|
-$448K |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$272K |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$243K |
| 5 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$236K |
SAR Hedge Fund Activity: Q4 2024 in Review
67 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q4 2024, worth a combined $52.9M — up 13% from $46.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SAR positions and 5 closed out — a net gain of 11 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $1.81M. The largest seller was McDonald Partners, exiting entirely with an estimated $470K sold.
- 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 13% 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 International Assets Investment Management, an estimated $1.81M added.
- The largest Saratoga Investment seller in Q4 2024 was McDonald Partners, an estimated $470K sold.
Based on aggregated 13F filings for Q4 2024.