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Fidus Investment
FDUS

Overview Fund Activity

73 hedge funds and large institutions have $96.3M invested in Fidus Investment in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
73
Holders Change
-8
Holders Change %
-9.88%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
21
Closed
13
Calls
$2.59M
Puts
$599K
Net Calls
+$1.99M
Net Calls Change
+$2.78M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$7.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.42M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.7M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.19M
5
MCA
5
Magnolia Capital Advisors
Mississippi
$375K

Top Sellers

1
AM
1
Ares Management
California
$8.81M
2
VanEck Associates
2
VanEck Associates
New York
$6.25M
3
NCM
3
Novare Capital Management
North Carolina
$3.17M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$416K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
26
Susquehanna Fundamental Investments
Pennsylvania
$574K -$89.5K -5,264 -13%
RJT
27
Raymond James Trust
Florida
$540K +$63.6K +3,741 +13%
OIA
28
Optimum Investment Advisors
Illinois
$508K +$1.22K +72 +0.2%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$506K -$35.9K -2,113 -7%
HCP
30
Hexagon Capital Partners
Arkansas
$484K – – –
RFC
31
Regions Financial Corp
Alabama
$471K – – –
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$416K -$748K -44,047 -64%
Citadel Advisors
33
Citadel Advisors
Florida
$385K +$172K +10,092 +80%
STA
34
Summit Trail Advisors
New York
$383K – – –
MCA
35
Magnolia Capital Advisors
Mississippi
$375K +$375K +22,062 New
OC
36
Oppenheimer & Co
New York
$355K +$31.5K +1,856 +10%
SPIA
37
Steward Partners Investment Advisory
New York
$349K +$1.48K +87 +0.4%
KC
38
Kingfisher Capital
North Carolina
$349K +$7.73K +454 +2%
BRWA
39
B. Riley Wealth Advisors
Florida
$318K +$103K +6,030 +48%
PFS
40
Prospera Financial Services
Texas
$315K +$4.25K +250 +1%
DADC
41
D.A. Davidson & Co
Montana
$306K – – –
BFA
42
Bragg Financial Advisors
North Carolina
$306K – – –
CSM
43
CAMG Solamere Management
North Carolina
$252K -$47.6K -2,800 -16%
QC
44
Quadrature Capital
United Kingdom
$247K -$87.2K -5,131 -26%
KOC
45
Koss-Olinger Consulting
Florida
$236K – – –
Bank of America
46
Bank of America
North Carolina
$221K – – –
LFF
47
Level Four Financial
Texas
$216K +$1.7K +100 +0.8%
BW
48
Bison Wealth
Georgia
$210K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$210K +$20.2K +1,193 +11%
William Blair & Company
50
William Blair & Company
Illinois
$209K +$2.33K +137 +1%
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