We are live on ! Find out more
FDUS icon

Fidus Investment

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.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

17% more funds holding

Funds holding: 6070 (+10)

11% more capital invested

Capital invested by funds: $113M → $126M (+$12.8M)

2.31% more ownership

Funds ownership: 28.73%31.03% (+2.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
26
Salem Investment Counselors
North Carolina
$723K +$741K +43,000 New
OIA
27
Optimum Investment Advisors
Illinois
$681K +$166K +9,638 +31%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$547K -$76.2K -4,418 -12%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$528K
OC
30
Oppenheimer & Co
New York
$463K +$26.3K +1,528 +6%
RJT
31
Raymond James Trust
Florida
$449K -$7.04K -408 -2%
MC
32
Moors & Cabot
Massachusetts
$349K +$359K +20,800 New
SM
33
Salzhauer Michael
$346K +$3.45K +200 +1%
FAAS
34
First Allied Advisory Services
California
$323K +$34K +1,970 +11%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$266K +$238K +13,790 +690%
BW
36
Bison Wealth
Georgia
$255K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$249K +$2.88K +167 +1%
TSS
38
Two Sigma Securities
New York
$225K +$230K +13,367 New
BFA
39
Bragg Financial Advisors
North Carolina
$219K
KC
40
Kingfisher Capital
North Carolina
$219K +$224K +13,011 New
BBHC
41
Brown Brothers Harriman & Co
New York
$199K
CSM
42
CAMG Solamere Management
North Carolina
$197K +$12.6K +732 +7%
Stifel Financial
43
Stifel Financial
Missouri
$196K +$200K +11,600 New
CGA
44
Crescent Grove Advisors
Illinois
$190K +$194K +11,277 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$187K -$110K -6,368 -36%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$177K +$182K +10,542 New
MML Investors Services
47
MML Investors Services
Massachusetts
$169K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$162K -$53.7K -3,115 -24%
US Bancorp
49
US Bancorp
Minnesota
$138K +$141K +8,200 New
MFW
50
Mosaic Family Wealth
Missouri
$121K