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Fidus Investment
FDUS

Overview Fund Activity

75 hedge funds and large institutions have $89.4M invested in Fidus Investment in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
14
Calls
$2.82M
Puts
$336K
Net Calls
+$2.49M
Net Calls Change
+$462K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$770K
2
CRC
2
Curi RMB Capital
Illinois
$719K
3
VanEck Associates
3
VanEck Associates
New York
$6.69M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.78M
5
BlackRock
5
BlackRock
New York
$3.53M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$940K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.73M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AM
5
Ares Management
California
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$599K +$39.1K +2,176 +7%
EGA
27
Eagle Global Advisors
Texas
$562K +$288K +16,030 +105%
Osaic Holdings
28
Osaic Holdings
Arizona
$545K +$76.1K +4,232 +16%
HCP
29
Hexagon Capital Partners
Arkansas
$512K – – –
RFC
30
Regions Financial Corp
Alabama
$498K – – –
VEA
31
Virtus ETF Advisers
New York
$497K -$129K -7,169 -21%
OIA
32
Optimum Investment Advisors
Illinois
$494K – – –
LPL Financial
33
LPL Financial
California
$463K +$41.4K +2,302 +10%
OC
34
Oppenheimer & Co
New York
$426K +$5.25K +292 +1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$426K +$232K +12,932 +120%
STA
36
Summit Trail Advisors
New York
$405K – – –
DADC
37
D.A. Davidson & Co
Montana
$387K +$63K +3,500 +19%
MCA
38
Magnolia Capital Advisors
Mississippi
$386K -$1.55K -86 -0.4%
KC
39
Kingfisher Capital
North Carolina
$386K +$8.88K +494 +2%
BRWA
40
B. Riley Wealth Advisors
Florida
$366K +$83.3K +4,633 +29%
PFS
41
Prospera Financial Services
Texas
$342K +$4.81K +268 +1%
PWS
42
Peterson Wealth Services
Utah
$340K +$340K +18,883 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$336K +$119K +6,597 +55%
Citadel Advisors
44
Citadel Advisors
Florida
$330K -$125K -6,932 -27%
SPIA
45
Steward Partners Investment Advisory
New York
$330K +$6.07K +338 +2%
BFA
46
Bragg Financial Advisors
North Carolina
$314K – – –
MCM
47
MAI Capital Management
Ohio
$247K +$247K +13,732 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$245K +$25K +1,388 +11%
SCA
49
Snowden Capital Advisors
New York
$240K +$240K +13,349 New
Bank of America
50
Bank of America
North Carolina
$234K -$7.07K -393 -3%
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