Saratoga Investment Corp
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 7 superinvestors own shares of Saratoga Investment Corp (SAR), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Saratoga Investment Corp (SAR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Saratoga Investment Corp (SAR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Saratoga Investment Corp (SAR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 0.16% | $3.464M 144,817 shares@ 23.93 avg price | Increased 4.8% |
Jacob Godfrey@International Assets Investment Management, Llc
| 0.17% | $1.929M 79,569 shares@ 24.25 avg price | Decreased -29.1% |
James Krause@Wealthcare Advisory Partners Llc
| 0.03% | $785,650 32,845 shares@ 23.92 avg price | Increased 2.86% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $212,000 8,882 shares@ 23.87 avg price | New Position |
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
| 0.01% | $11,960 500 shares@ 23.92 avg price | |
John Waddill@Laurel Wealth Advisors Llc
| 0.01% | $5,765 241 shares@ 23.93 avg price | |
Kevin Hixson@Financial Management Professionals, Inc.
| 0.01% | $4,330 181 shares@ 23.93 avg price |