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Fidus Investment

67 hedge funds and large institutions have $99.5M invested in Fidus Investment in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

0% more capital invested

Capital invested by funds: $99.2M → $99.5M (+$283K)

0.73% less ownership

Funds ownership: 28.55%27.82% (-0.73%)

4% less funds holding

Funds holding: 7067 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

35% less call options, than puts

Call options by funds: $216K | Put options by funds: $332K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
24
Reduced
18
Closed
6
Calls
$216K
Puts
$332K
Net Calls
-$116K
Net Calls Change
-$207K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$484K +$17.3K +1,172 +4%
OIA
27
Optimum Investment Advisors
Illinois
$482K +$74.9K +5,086 +18%
JP Morgan Chase
28
JP Morgan Chase
New York
$369K +$67.3K +4,571 +22%
SM
29
Salzhauer Michael
$301K
GCP
30
GSA Capital Partners
United Kingdom
$284K -$426K -28,900 -60%
Brown Advisory
31
Brown Advisory
Maryland
$271K
BW
32
Bison Wealth
Georgia
$222K
EGA
33
Eagle Global Advisors
Texas
$218K +$9.42K +640 +4%
KC
34
Kingfisher Capital
North Carolina
$217K +$5.64K +383 +3%
FAAS
35
First Allied Advisory Services
California
$210K -$45.6K -3,100 -18%
PFS
36
Prospera Financial Services
Texas
$194K -$24.7K -1,680 -11%
BFA
37
Bragg Financial Advisors
North Carolina
$190K
BBHC
38
Brown Brothers Harriman & Co
New York
$173K
CGA
39
Crescent Grove Advisors
Illinois
$165K
Two Sigma Investments
40
Two Sigma Investments
New York
$163K -$460K -31,209 -74%
MML Investors Services
41
MML Investors Services
Massachusetts
$161K
AIM
42
Advantage Investment Management
Iowa
$161K +$41.1K +2,792 +34%
Wells Fargo
43
Wells Fargo
California
$158K -$23.2K -1,578 -13%
CSM
44
CAMG Solamere Management
North Carolina
$156K
NFA
45
Nuveen Fund Advisors
Illinois
$151K -$235K -15,972 -61%
QCIG
46
Quad-Cities Investment Group
Iowa
$148K +$3.34K +227 +2%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$129K -$42.3K -2,876 -25%
SPIA
48
Steward Partners Investment Advisory
New York
$107K +$67.7K +4,600 +170%
Canada Life
49
Canada Life
Manitoba, Canada
$101K +$2.65K +180 +3%
Barclays
50
Barclays
United Kingdom
$90K +$70.8K +4,808 +359%