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Fidus Investment

68 hedge funds and large institutions have $91.3M invested in Fidus Investment in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

13% more funds holding

Funds holding: 6068 (+8)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $101M → $91.3M (-$9.69M)

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
20
Reduced
18
Closed
4
Calls
$543K
Puts
Net Calls
+$543K
Net Calls Change
+$565K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$438K +$480K +23,323 New
CS
27
Credit Suisse
Switzerland
$433K +$118K +5,758 +35%
Vanguard Group
28
Vanguard Group
Pennsylvania
$430K -$2.44M -118,759 -84%
TA
29
Teachers Advisors
New York
$399K +$39.7K +1,930 +10%
NFA
30
Nationwide Fund Advisors
Ohio
$381K -$6.17K -300 -1%
Charles Schwab
31
Charles Schwab
California
$379K
B
32
Baird
Wisconsin
$374K +$9.3K +452 +2%
RJT
33
Raymond James Trust
Florida
$373K +$41.1K +2,000 +12%
MERSOM
34
Municipal Employees' Retirement System of Michigan
Michigan
$336K +$358K +17,400 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$327K -$30.7K -1,493 -8%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$322K
PP
37
PDT Partners
New York
$318K +$338K +16,448 New
RFC
38
Russell Frank Company
Washington
$297K +$317K +15,399 New
KC
39
Kingfisher Capital
North Carolina
$280K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$279K -$35.2K -1,713 -11%
ProShare Advisors
41
ProShare Advisors
Maryland
$268K +$285K +13,871 New
BFA
42
Bragg Financial Advisors
North Carolina
$251K
Geode Capital Management
43
Geode Capital Management
Massachusetts
$242K -$45.3K -2,202 -15%
Two Sigma Investments
44
Two Sigma Investments
New York
$237K -$43.6K -2,121 -15%
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$232K
BBHC
46
Brown Brothers Harriman & Co
New York
$218K
OC
47
Oppenheimer & Co
New York
$201K
HighTower Advisors
48
HighTower Advisors
Illinois
$193K
AIG
49
American International Group
New York
$193K +$4.61K +224 +2%
BA
50
BlackRock Advisors
Delaware
$139K +$5.26K +256 +4%