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Fidus Investment

75 hedge funds and large institutions have $115M invested in Fidus Investment in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
25
Reduced
19
Closed
11
Calls
$535K
Puts
$2K
Net Calls
+$533K
Net Calls Change
+$541K
Name Holding Trade Value Shares
Change
Shares
Change %
STA
26
Summit Trail Advisors
New York
$724K
SGI
27
Summit Global Investments
Utah
$719K +$15.9K +1,000 +2%
OIA
28
Optimum Investment Advisors
Illinois
$682K +$116K +7,279 +21%
OC
29
Oppenheimer & Co
New York
$668K +$14.8K +928 +2%
RFC
30
Regions Financial Corp
Alabama
$664K
WCM
31
Wedge Capital Management
North Carolina
$642K +$642K +40,273 New
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$560K +$51.1K +3,200 +10%
RJT
33
Raymond James Trust
Florida
$399K +$22.4K +1,404 +6%
Bank of America
34
Bank of America
North Carolina
$397K
EGA
35
Eagle Global Advisors
Texas
$367K
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$351K
SPIA
37
Steward Partners Investment Advisory
New York
$348K +$127K +7,985 +57%
SM
38
Salzhauer Michael
$329K
ECM
39
ExodusPoint Capital Management
New York
$309K +$309K +19,400 New
AIM
40
Advantage Investment Management
Iowa
$291K -$4.01K -252 -1%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$291K +$28.5K +1,790 +11%
WA
42
Wambolt & Associates
Colorado
$273K
PFS
43
Prospera Financial Services
Texas
$260K +$3.35K +208 +1%
BW
44
Bison Wealth
Georgia
$242K
FAAS
45
First Allied Advisory Services
California
$230K
Squarepoint
46
Squarepoint
New York
$230K +$230K +14,410 New
Jane Street
47
Jane Street
New York
$214K -$121K -7,615 -36%
BFA
48
Bragg Financial Advisors
North Carolina
$208K
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
$203K +$203K +12,713 New
Wells Fargo
50
Wells Fargo
California
$196K -$3.29K -206 -2%