Who Owns SAR?
Saratoga Investment Corp. — Institutional Ownership & 13F Holdings
$22.41
-0.07 (-0.33%)
Market Cap
$364.9M
Shares Outstanding
16,224,198
Institutional Holders
66
Total Inst. Value
$43.2M
% of Float Held
18.0%
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
12
Closed Positions
8
Increased
25
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $4.9M | 193,168 |
| 2 | Private Advisor Group, LLC | $3.2M | 125,792 |
| 3 | Advisors Asset Management, Inc. | $2.9M | 114,511 |
| 4 | WELLS FARGO & COMPANY/MN | $2.5M | 100,265 |
| 5 | Legal & General Group Plc | $2.4M | 93,930 |
| 6 | MORGAN STANLEY | $2.3M | 92,653 |
| 7 | AMERIPRISE FINANCIAL INC | $1.7M | 68,540 |
| 8 | Trexquant Investment LP | $1.7M | 66,974 |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.4M | 54,886 |
| 10 | Qube Research & Technologies Ltd | $1.3M | 53,025 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Hennion & Walsh Asset Management, Inc. | +48K | $4.9M |
| Private Advisor Group, LLC | +3K | $3.2M |
| Advisors Asset Management, Inc. | +7K | $2.9M |
| Legal & General Group Plc | +3K | $2.4M |
| AMERIPRISE FINANCIAL INC | +9K | $1.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kovitz Investment Group Partners, LLC | -47K | $306K |
| MILLENNIUM MANAGEMENT LLC | -35K | $2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -25K | $1.4M |
| WELLS FARGO & COMPANY/MN | -10K | $2.5M |
| BI Asset Management Fondsmaeglerselskab A/S | -9K | $1.3M |
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Frequently Asked Questions
How many institutional investors hold SAR?
As of Q1 2025, 66 institutional investors report holding SAR (Saratoga Investment Corp.) in their 13F filings.
What percentage of Saratoga Investment Corp. is owned by institutions?
Institutional investors hold approximately 18.0% of Saratoga Investment Corp.'s float as reported in SEC 13F filings.
Which hedge fund owns the most SAR?
The largest institutional holder of SAR is Hennion & Walsh Asset Management, Inc. with $4.9M in shares.
Are institutions buying or selling SAR?
This quarter, 12 institutions opened new positions in SAR and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.