Saratoga Investment Ownership | Who Owns Saratoga Investment?
Saratoga Investment Ownership Summary
Saratoga Investment is owned by 18.15% institutional investors, 13.93% insiders, and 67.92% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.05% of SAR shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.45% of its assets in Saratoga Investment shares.
SAR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Saratoga Investment | 18.15% | 13.93% | 67.92% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 31.89% | 9.87% | 58.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Two sigma advisers, lp | 145.10K | 1.05% | $3.47M |
| Hennion & walsh asset management | 144.82K | 1.05% | $3.46M |
| Two sigma investments, lp | 128.38K | 0.93% | $3.07M |
| Private advisor group | 122.30K | 0.89% | $2.93M |
| Wells fargo & company/mn | 109.78K | 0.80% | $2.63M |
| Advisors asset management | 107.40K | 0.78% | $2.57M |
| Morgan stanley | 97.75K | 0.77% | $2.22M |
| Millennium management | 105.13K | 0.76% | $2.51M |
| Lpl financial | 89.10K | 0.70% | $2.02M |
| Lido advisors | 94.98K | 0.69% | $2.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palogic value management | 46.68K | 0.44% | $1.12M |
| Next level private | 39.15K | 0.38% | $936.56K |
| Tmd wealth management | 67.73K | 0.34% | $1.54M |
| International assets investment management | 79.57K | 0.16% | $1.93B |
| Hennion & walsh asset management | 144.82K | 0.16% | $3.46M |
| Jb capital partners lp | 33.85K | 0.15% | $809.62K |
| Davidson trust | 11.00K | 0.14% | $263.12K |
| Bard associates | 15.95K | 0.13% | $381.40K |
| Register financial advisors | 5.89K | 0.07% | $140.99K |
| Advisors asset management | 107.40K | 0.05% | $2.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 97.75K | 0.00% | 41.77K |
| Trexquant investment lp | 64.02K | 0.02% | 36.54K |
| Marshall wace, llp | 35.96K | 0.00% | 35.96K |
| Raymond james financial | 34.03K | 0.00% | 34.03K |
| Lido advisors | 94.98K | 0.01% | 23.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rockefeller capital management | - | - | -56.98K |
| Franklin resources | - | - | -36.02K |
| Virtus etf advisers | - | - | -33.76K |
| International assets investment management | 79.57K | 0.16% | -32.67K |
| Quadrature capital | - | - | -29.64K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 35.96K | 0.00% | 35.96K | $860.21K |
| Raymond james financial | 34.03K | 0.00% | 34.03K | $814.04K |
| Connor, clark & lunn investment management | 11.91K | 0.00% | 11.91K | $284.98K |
| Hightower advisors | 11.12K | 0.00% | 11.12K | $266.09K |
| Simplex trading | 247.00 | - | 247.00 | $5.00K |
Sold Out
| Holder | Change |
|---|---|
| Bnp paribas arbitrage, snc | -1.00 |
| Tower research capital llc (trc) | -2.00 |
| Venturi wealth management | -93.00 |
| Creekmur asset management | -144.00 |
| Old point trust & financial services n a | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 69 | -1.43% | 2,524,729 | 14.19% | 18 | 7.06% | 35 | 16.67% | 12 | -33.33% |
| Dec 31, 2024 | 69 | 15.00% | 2,205,837 | 4.11% | 15 | 6.71% | 30 | 25.00% | 18 | -5.26% |
| Sep 30, 2024 | 58 | -4.92% | 2,107,623 | 4.75% | 15 | 6.09% | 23 | -17.86% | 18 | 20.00% |
| Jun 30, 2024 | 61 | -6.15% | 2,011,995 | -4.10% | 15 | 6.15% | 28 | -3.45% | 15 | -25.00% |
| Mar 31, 2024 | 65 | -12.16% | 2,098,113 | -19.53% | 16 | 4.03% | 29 | -29.27% | 20 | 17.65% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Listed Private Eq ETF USD Dist | 69.42K | 0.45% | - |
| BankInvest Børsnoterede Alt. Akk. W | 56.37K | 0.37% | - |
| Virtus Private Credit ETF | 38.70K | 0.25% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 23.78K | 0.17% | 2.43K |
| AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C | 10.00K | 0.07% | -5.00K |
| FlexShares® Listed Priv Eq ETF USD Acc | 3.98K | 0.03% | - |
| RBC Microcap Value I | 3.40K | 0.02% | - |
| BTG Pactual Global BDCS I | 2.70K | 0.02% | 2.70K |
| Blackstone Alternative Multi-Strategy I | 1.30K | 0.01% | -100.00 |
| Gestión Boutique II Aspain 11 Eq. FI | 828.00 | 0.01% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 04, 2023 | Oberbeck Christian L | CEO, Director and President | Buy | $47.62K |
| Aug 02, 2022 | Looney Steven M | Buy | $29.43K | |
| Aug 11, 2020 | Oberbeck Christian L | CEO and Director | Buy | $35.34K |
| Aug 10, 2020 | Oberbeck Christian L | CEO and Director | Buy | $87.55K |
| Jul 24, 2020 | Oberbeck Christian L | CEO and Director | Buy | $16.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 1 | - |
SAR Ownership FAQ
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