We are live on ! Find out more
FDUS icon

Fidus Investment

81 hedge funds and large institutions have $93.5M invested in Fidus Investment in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

29% more capital invested

Capital invested by funds: $72.3M → $93.5M (+$21.2M)

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

9% more funds holding

Funds holding: 7481 (+7)

0.06% more ownership

Funds ownership: 24.57%24.63% (+0.06%)

53% less call options, than puts

Call options by funds: $685K | Put options by funds: $1.47M

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
24
Reduced
20
Closed
8
Calls
$685K
Puts
$1.47M
Net Calls
-$785K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$663K +$608K +42,626 New
CRC
27
Curi RMB Capital
Illinois
$617K
SFI
28
Susquehanna Fundamental Investments
Pennsylvania
$607K +$23.2K +1,627 +4%
VEA
29
Virtus ETF Advisers
New York
$553K +$44.4K +3,112 +10%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$504K +$462K +32,392 New
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$495K -$30.6K -2,143 -6%
OIA
32
Optimum Investment Advisors
Illinois
$463K +$1.1K +77 +0.3%
HCP
33
Hexagon Capital Partners
Arkansas
$443K -$553K -38,790 -58%
RJT
34
Raymond James Trust
Florida
$436K +$21.9K +1,539 +6%
RFC
35
Regions Financial Corp
Alabama
$431K
STA
36
Summit Trail Advisors
New York
$350K
SEI Investments
37
SEI Investments
Pennsylvania
$342K -$127K -8,934 -29%
AllianceBernstein
38
AllianceBernstein
Tennessee
$326K +$299K +20,946 New
SPIA
39
Steward Partners Investment Advisory
New York
$318K +$56.8K +3,986 +24%
KC
40
Kingfisher Capital
North Carolina
$312K +$6.97K +489 +2%
QC
41
Quadrature Capital
United Kingdom
$306K +$280K +19,658 New
OC
42
Oppenheimer & Co
New York
$296K -$104K -7,284 -28%
PFS
43
Prospera Financial Services
Texas
$285K +$3.74K +262 +1%
DADC
44
D.A. Davidson & Co
Montana
$280K -$14.3K -1,000 -5%
BFA
45
Bragg Financial Advisors
North Carolina
$280K
CSM
46
CAMG Solamere Management
North Carolina
$274K +$18.3K +1,282 +8%
KOC
47
Koss-Olinger Consulting
Florida
$216K +$198K +13,910 New
Bank of America
48
Bank of America
North Carolina
$202K -$42.9K -3,011 -19%
FIA
49
FNY Investment Advisers
New York
$200K +$141K +9,899 +330%
BRWA
50
B. Riley Wealth Advisors
Florida
$197K +$181K +12,658 New