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Fidus Investment
FDUS

Overview Fund Activity

75 hedge funds and large institutions have $103M invested in Fidus Investment in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
24
Reduced
23
Closed
10
Calls
$24K
Puts
$32K
Net Calls
-$8K
Net Calls Change
+$657K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$3.23M
2
RJA
2
Raymond James & Associates
Florida
$18.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.62M
5
Millennium Management
5
Millennium Management
New York
$1.24M

Top Sellers

1
AM
1
Ares Management
California
$0
2
BTS
2
BB&T Securities
Virginia
$3.51M
3
KCM
3
Kennedy Capital Management
Missouri
$10M
4
SG
4
StepStone Group
California
$3.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$667K +$45.3K +2,956 +7%
RFC
27
Regions Financial Corp
Alabama
$638K +$8.63K +563 +1%
OC
28
Oppenheimer & Co
New York
$628K +$47.1K +3,074 +8%
Morgan Stanley
29
Morgan Stanley
New York
$613K -$298K -19,451 -33%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$548K -$479K -31,257 -47%
OIA
31
Optimum Investment Advisors
Illinois
$544K +$1.33K +87 +0.2%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$489K +$489K +31,900 New
AFM
33
Andesa Financial Management
Pennsylvania
$412K +$237K +15,489 +135%
Bank of America
34
Bank of America
North Carolina
$382K -$84.5K -5,510 -18%
RJT
35
Raymond James Trust
Florida
$362K -$1.91K -125 -0.5%
EGA
36
Eagle Global Advisors
Texas
$352K +$352K +22,980 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$337K +$337K +22,000 New
Jane Street
38
Jane Street
New York
$322K -$309K -20,167 -49%
SM
39
Salzhauer Michael
$316K – – –
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$314K -$309K -20,165 -50%
AIM
41
Advantage Investment Management
Iowa
$284K +$80.8K +5,270 +40%
WA
42
Wambolt & Associates
Colorado
$262K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$253K -$651K -42,436 -72%
PFS
44
Prospera Financial Services
Texas
$247K +$29.4K +1,893 +13%
BW
45
Bison Wealth
Georgia
$233K – – –
FAAS
46
First Allied Advisory Services
California
$222K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$212K +$916 +60 +0.4%
BFA
48
Bragg Financial Advisors
North Carolina
$199K +$199K +13,011 New
Wells Fargo
49
Wells Fargo
California
$191K +$69.5K +4,542 +57%
CSS
50
Cubist Systematic Strategies
Connecticut
$188K +$188K +12,294 New
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