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Fidus Investment
FDUS

Overview Fund Activity

70 hedge funds and large institutions have $126M invested in Fidus Investment in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
26
Reduced
16
Closed
3
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$434K

Top Buyers

1
NCM
1
Novare Capital Management
North Carolina
$5.56M
2
MC
2
Muzinich & Co
New York
$17.1M
3
OCG
3
Opus Capital Group
Ohio
$3.77M
4
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.8M
5
BTS
5
BB&T Securities
Virginia
$2.99M

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$4.04M
2
AM
2
Ares Management
California
$5.41M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.09M
4
BlackRock
4
BlackRock
New York
$2.53M
5
EGA
5
Eagle Global Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
Salem Investment Counselors
North Carolina
$723K +$723K +43,000 New
OIA
27
Optimum Investment Advisors
Illinois
$681K +$162K +9,638 +31%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$547K -$74.3K -4,418 -12%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$528K – – –
OC
30
Oppenheimer & Co
New York
$463K +$25.7K +1,528 +6%
RJT
31
Raymond James Trust
Florida
$449K -$6.86K -408 -2%
MC
32
Moors & Cabot
Massachusetts
$349K +$349K +20,800 New
SM
33
Salzhauer Michael
$346K +$3.36K +200 +1%
FAAS
34
First Allied Advisory Services
California
$323K +$33.2K +1,970 +11%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$266K +$232K +13,790 +690%
BW
36
Bison Wealth
Georgia
$255K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$249K +$2.81K +167 +1%
TSS
38
Two Sigma Securities
New York
$225K +$225K +13,367 New
BFA
39
Bragg Financial Advisors
North Carolina
$219K – – –
KC
40
Kingfisher Capital
North Carolina
$219K +$219K +13,011 New
BBHC
41
Brown Brothers Harriman & Co
New York
$199K – – –
CSM
42
CAMG Solamere Management
North Carolina
$197K +$12.3K +732 +7%
Stifel Financial
43
Stifel Financial
Missouri
$196K +$196K +11,600 New
CGA
44
Crescent Grove Advisors
Illinois
$190K +$190K +11,277 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$187K -$107K -6,368 -36%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$177K +$177K +10,542 New
MML Investors Services
47
MML Investors Services
Massachusetts
$169K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$162K -$52.5K -3,115 -24%
US Bancorp
49
US Bancorp
Minnesota
$138K +$138K +8,200 New
MFW
50
Mosaic Family Wealth
Missouri
$121K – – –
1
2
3