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Fidus Investment
FDUS

Overview Fund Activity

75 hedge funds and large institutions have $111M invested in Fidus Investment in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
31
Reduced
18
Closed
12
Calls
$45K
Puts
$11K
Net Calls
+$34K
Net Calls Change
-$499K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$18.8M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$3.71M
3
VEA
3
Virtus ETF Advisers
New York
$4.28M
4
WCM
4
Wedge Capital Management
North Carolina
$1.32M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.87M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$7.25M
2
Millennium Management
2
Millennium Management
New York
$0
3
WA
3
WESPAC Advisors
California
$655K
4
BlackRock
4
BlackRock
New York
$1.91M
5
SM
5
Salzhauer Michael
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
26
Summit Global Investments
Utah
$688K +$19.3K +1,300 +3%
STA
27
Summit Trail Advisors
New York
$673K – – –
OIA
28
Optimum Investment Advisors
Illinois
$671K +$36.7K +2,472 +6%
WA
29
WESPAC Advisors
California
$655K -$382K -25,786 -37%
Morgan Stanley
30
Morgan Stanley
New York
$646K -$68.6K -4,624 -10%
OC
31
Oppenheimer & Co
New York
$633K +$11.9K +800 +2%
RFC
32
Regions Financial Corp
Alabama
$604K -$13.7K -925 -2%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$593K +$72.6K +4,900 +14%
SEI Investments
34
SEI Investments
Pennsylvania
$511K +$511K +34,466 New
ECM
35
ExodusPoint Capital Management
New York
$428K +$140K +9,427 +49%
RJT
36
Raymond James Trust
Florida
$366K -$5.58K -376 -2%
Wells Fargo
37
Wells Fargo
California
$361K +$179K +12,039 +98%
EGA
38
Eagle Global Advisors
Texas
$341K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$326K – – –
Bank of America
40
Bank of America
North Carolina
$291K -$79.1K -5,324 -21%
Squarepoint
41
Squarepoint
New York
$284K +$70.6K +4,768 +33%
KC
42
Kingfisher Capital
North Carolina
$246K +$246K +16,598 New
WA
43
Wambolt & Associates
Colorado
$244K -$10.1K -680 -4%
PFS
44
Prospera Financial Services
Texas
$243K +$3.34K +225 +1%
AIM
45
Advantage Investment Management
Iowa
$235K -$35.6K -2,406 -13%
WAM
46
Wolverine Asset Management
Illinois
$232K +$232K +15,658 New
BW
47
Bison Wealth
Georgia
$225K – – –
MAFM
48
Mid Atlantic Financial Management
Pennsylvania
$220K +$31.9K +2,155 +17%
DADC
49
D.A. Davidson & Co
Montana
$203K +$53.3K +3,600 +36%
CA
50
Calton & Associates
Florida
$198K +$198K +13,380 New
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2
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