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Saratoga Investment Ownership | Who Owns Saratoga Investment?

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Saratoga Investment Ownership Summary

Saratoga Investment is owned by 15.35% institutional investors, 15.60% insiders, and 69.04% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.27% of SAR shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.38% of its assets in Saratoga Investment shares.

SAR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSaratoga Investment15.35%15.60%69.04%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryAsset Management Stocks41.88%9.11%49.01%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Two sigma advisers, lp160.60K1.27%$3.65M
Hennion & walsh asset management144.82K1.05%$3.46M
Two sigma investments, lp130.32K1.03%$2.96M
Private advisor group129.55K1.02%$2.94M
Advisors asset management115.03K0.91%$2.61M
Millennium management111.60K0.88%$2.53M
Legal & general group111.47K0.88%$2.53M
Wells fargo & company/mn99.29K0.78%$2.25M
Morgan stanley97.75K0.77%$2.22M
Lpl financial89.10K0.70%$2.02M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Virtus etf advisers41.85K0.47%$950.06K
Palogic value management47.68K0.46%$1.08M
Next level private39.15K0.38%$936.56K
Tmd wealth management67.73K0.34%$1.54M
Davidson trust11.00K0.17%$249.70K
Jb capital partners lp33.85K0.17%$768.33K
International assets investment management79.57K0.16%$1.93B
Hennion & walsh asset management144.82K0.16%$3.46M
Bard associates15.95K0.14%$361.95K
Mcdonald partners20.27K0.12%$460.25K

Top Buyers

HolderShares% AssetsChange
Bi asset management fondsmaeglerselskab48.70K0.02%48.70K
Morgan stanley97.75K0.00%41.77K
Virtus etf advisers41.85K0.47%13.95K
Trexquant investment lp11.80K0.00%11.80K
Legal & general group111.47K0.00%10.63K

Top Sellers

HolderShares% AssetsChange
Rockefeller capital management---56.98K
Franklin resources---36.02K
International assets investment management79.57K0.16%-32.67K
Quadrature capital---29.64K
Two sigma investments, lp130.32K0.01%-23.62K

New Positions

HolderShares% AssetsChangeValue
Bi asset management fondsmaeglerselskab48.70K0.02%48.70K$1.10M

Sold Out

HolderChange
Fmr-1.00
Creekmur asset management-144.00
Old point trust & financial services n a-200.00
Entrypoint capital-398.00
Northwestern mutual wealth management-526.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202458-4.92%2,107,6234.75%156.09%23-17.86%1820.00%
Jun 30, 202461-6.15%2,011,995-4.10%156.15%28-3.45%15-25.00%
Mar 31, 202465-12.16%2,098,113-19.53%164.03%29-29.27%2017.65%
Dec 31, 20237410.45%2,607,35110.91%195.34%41-1788.89%
Sep 30, 202367-1.47%2,350,90633.61%198.94%412.50%9-50.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Listed Private Eq ETF USD Dist53.00K0.38%-
BankInvest Børsnoterede Alt. Akk. W48.70K0.35%-
Virtus Private Credit ETF33.76K0.24%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ22.67K0.16%22.67K
AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C10.00K0.07%-5.00K
FlexShares® Listed Priv Eq ETF USD Acc4.53K0.03%-
RBC Microcap Value I3.40K0.02%-
Blackstone Alternative Multi-Strategy I1.40K0.01%-300.00
Gestión Boutique II Aspain 11 Eq. FI828.000.01%-
Gestión Boutique IV ASP Opportunities FI440.000.00%-

Recent Insider Transactions

DateNameRoleActivityValue
May 04, 2023Oberbeck Christian L CEO, Director and PresidentBuy$47.62K
Aug 02, 2022Looney Steven M Buy$29.43K
Aug 11, 2020Oberbeck Christian L CEO and DirectorBuy$35.34K
Aug 10, 2020Oberbeck Christian L CEO and DirectorBuy$87.55K
Jul 24, 2020Oberbeck Christian L CEO and DirectorBuy$16.89K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2023 Q4--
2023 Q3--
2023 Q21-

SAR Ownership FAQ

Who Owns Saratoga Investment?

Saratoga Investment shareholders are primarily institutional investors at 15.35%, followed by 15.60% insiders and 69.05% retail investors. The average institutional ownership in Saratoga Investment's industry, Asset Management Stocks, is 41.88%, which Saratoga Investment falls below.

Who owns the most shares of Saratoga Investment?

Saratoga Investment’s largest shareholders are Two sigma advisers, lp (160.6K shares, 1.27%), Hennion & walsh asset management (144.82K shares, 1.05%), and Two sigma investments, lp (130.32K shares, 1.03%). Together, they hold 3.35% of Saratoga Investment’s total shares outstanding.

Does Blackrock own Saratoga Investment?

BlackRock is not among the top 10 institutional shareholders of Saratoga Investment.

Who is Saratoga Investment’s biggest shareholder by percentage of total assets invested?

Virtus etf advisers is Saratoga Investment’s biggest shareholder by percentage of total assets invested, with 0.47% of its assets in 41.85K Saratoga Investment shares, valued at 950.06K$.

Who is the top mutual fund holder of Saratoga Investment shares?

iShares Listed Private Eq ETF USD Dist is the top mutual fund holder of Saratoga Investment shares, with 0.38% of its total shares outstanding invested in 53K Saratoga Investment shares.

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