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Fidus Investment

76 hedge funds and large institutions have $62.1M invested in Fidus Investment in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $428K | Put options by funds: $155K

26% more capital invested

Capital invested by funds: $49.3M → $62.1M (+$12.8M)

3.78% less ownership

Funds ownership: 30.13%26.35% (-3.8%)

12% less funds holding

Funds holding: 8676 (-10)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
76
Holders Change
-10
Holders Change %
-11.63%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
27
Reduced
31
Closed
16
Calls
$428K
Puts
$155K
Net Calls
+$273K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$308K -$16.7K -1,926 -5%
OIA
27
Optimum Investment Advisors
Illinois
$302K -$20.8K -2,394 -7%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$280K +$33.6K +3,871 +14%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$274K -$131K -15,096 -33%
DTL
30
Dynamic Technology Lab
Singapore
$257K +$246K +28,345 New
RJT
31
Raymond James Trust
Florida
$252K -$9.05K -1,042 -4%
RFC
32
Regions Financial Corp
Alabama
$251K -$113K -12,996 -32%
VEA
33
Virtus ETF Advisers
New York
$248K -$1.8M -207,458 -88%
SPIA
34
Steward Partners Investment Advisory
New York
$221K -$5.34K -615 -2%
MCA
35
Magnolia Capital Advisors
Mississippi
$218K +$40.1K +4,623 +24%
STA
36
Summit Trail Advisors
New York
$204K -$199K -22,886 -50%
William Blair & Company
37
William Blair & Company
Illinois
$198K +$82.6K +9,517 +77%
Bank of America
38
Bank of America
North Carolina
$172K -$339 -39 -0.2%
CSM
39
CAMG Solamere Management
North Carolina
$169K -$165K -19,001 -50%
KC
40
Kingfisher Capital
North Carolina
$168K +$5.27K +607 +3%
DADC
41
D.A. Davidson & Co
Montana
$165K -$8.68K -1,000 -5%
LNC
42
Lincoln National Corp
Pennsylvania
$163K
BFA
43
Bragg Financial Advisors
North Carolina
$163K +$43.4K +5,000 +38%
PFS
44
Prospera Financial Services
Texas
$158K +$2.87K +330 +2%
WA
45
Wambolt & Associates
Colorado
$148K -$4.04K -465 -3%
Wells Fargo
46
Wells Fargo
California
$124K +$8.93K +1,029 +8%
FAAS
47
First Allied Advisory Services
California
$113K -$3.91K -450 -3%
BW
48
Bison Wealth
Georgia
$111K
CANY
49
Caxton Associates (New York)
New York
$111K
ASN
50
Advisory Services Network
Georgia
$106K +$1.09K +126 +1%