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Fidus Investment
FDUS

Overview Fund Activity

78 hedge funds and large institutions have $92.5M invested in Fidus Investment in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
28
Closed
7
Calls
$3.3M
Puts
$1.27M
Net Calls
+$2.02M
Net Calls Change
+$33K

Top Buyers

1
CAGAS
1
Capital Advisory Group Advisory Services
Minnesota
$883K
2
AAM
2
Advisors Asset Management
Colorado
$3.25M
3
DC
3
Davenport & Co
Virginia
$588K
4
BlackRock
4
BlackRock
New York
$3.14M
5
Millennium Management
5
Millennium Management
New York
$455K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$4.13M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.64M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
EGA
4
Eagle Global Advisors
Texas
$266K
5
Truist Financial
5
Truist Financial
North Carolina
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$543K -$10.9K -626 -2%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$537K +$18.2K +1,046 +4%
HCP
28
Hexagon Capital Partners
Arkansas
$497K – – –
RFC
29
Regions Financial Corp
Alabama
$483K – – –
OIA
30
Optimum Investment Advisors
Illinois
$479K -$42.3K -2,423 -8%
Osaic Holdings
31
Osaic Holdings
Arizona
$455K +$406K +23,241 +820%
Millennium Management
32
Millennium Management
New York
$455K +$455K +26,074 New
Citadel Advisors
33
Citadel Advisors
Florida
$441K +$45.8K +2,622 +12%
LPL Financial
34
LPL Financial
California
$409K +$215K +12,300 +111%
OC
35
Oppenheimer & Co
New York
$408K +$43.8K +2,513 +12%
STA
36
Summit Trail Advisors
New York
$392K – – –
SFI
37
Susquehanna Fundamental Investments
Pennsylvania
$376K -$212K -12,186 -36%
MCA
38
Magnolia Capital Advisors
Mississippi
$376K -$8.97K -514 -2%
KC
39
Kingfisher Capital
North Carolina
$366K +$8.39K +481 +2%
PFS
40
Prospera Financial Services
Texas
$328K +$4.61K +264 +1%
SPIA
41
Steward Partners Investment Advisory
New York
$315K -$43.8K -2,506 -12%
BFA
42
Bragg Financial Advisors
North Carolina
$314K – – –
DADC
43
D.A. Davidson & Co
Montana
$314K – – –
BRWA
44
B. Riley Wealth Advisors
Florida
$275K -$51.9K -2,969 -16%
EGA
45
Eagle Global Advisors
Texas
$266K -$572K -32,750 -68%
CSM
46
CAMG Solamere Management
North Carolina
$259K – – –
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$244K -$456K -26,415 -65%
KOC
48
Koss-Olinger Consulting
Florida
$243K – – –
Bank of America
49
Bank of America
North Carolina
$234K +$6.87K +393 +3%
BW
50
Bison Wealth
Georgia
$217K +$1.92K +110 +0.9%
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