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Fidus Investment
FDUS

Overview Fund Activity

86 hedge funds and large institutions have $49.3M invested in Fidus Investment in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
31
Reduced
24
Closed
8
Calls
–
Puts
$107K
Net Calls
-$107K
Net Calls Change
-$94K

Top Buyers

1
EBT
1
Enterprise Bank & Trust
Massachusetts
$1.83M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$3.76M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$1.31M
4
RCM
4
Radcliffe Capital Management
Pennsylvania
$948K
5
WFI
5
West Family Investments
California
$4.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$441K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$358K
4
SGI
4
Summit Global Investments
Utah
$0
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$291K +$82.1K +12,426 +39%
RFC
27
Regions Financial Corp
Alabama
$270K – – –
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$256K -$684K -103,486 -73%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$251K +$25.8K +3,900 +11%
CSM
30
CAMG Solamere Management
North Carolina
$250K +$250K +37,633 New
EGA
31
Eagle Global Advisors
Texas
$238K +$85.8K +12,950 +56%
OIA
32
Optimum Investment Advisors
Illinois
$237K -$48.8K -7,357 -17%
OC
33
Oppenheimer & Co
New York
$237K -$43.9K -6,633 -16%
SEI Investments
34
SEI Investments
Pennsylvania
$228K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$194K -$214K -32,452 -52%
RJT
36
Raymond James Trust
Florida
$191K +$32.4K +4,899 +20%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$179K +$59.9K +9,025 +50%
Two Sigma Investments
38
Two Sigma Investments
New York
$177K -$325K -49,096 -65%
SPIA
39
Steward Partners Investment Advisory
New York
$165K -$75.1K -11,385 -31%
MCA
40
Magnolia Capital Advisors
Mississippi
$129K +$5.19K +783 +4%
DADC
41
D.A. Davidson & Co
Montana
$127K +$6.62K +1,000 +5%
Bank of America
42
Bank of America
North Carolina
$126K -$20.7K -3,132 -14%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$123K – – –
LNC
44
Lincoln National Corp
Pennsylvania
$119K +$30K +4,533 +34%
KC
45
Kingfisher Capital
North Carolina
$118K +$5.42K +821 +5%
PFS
46
Prospera Financial Services
Texas
$113K +$1.16K +175 +1%
WA
47
Wambolt & Associates
Colorado
$111K -$2.32K -352 -2%
BFA
48
Bragg Financial Advisors
North Carolina
$86K – – –
FAAS
49
First Allied Advisory Services
California
$85K – – –
Osaic Holdings
50
Osaic Holdings
Arizona
$84K +$84K +12,730 New
1
2
3 4