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Fidus Investment
FDUS

Overview Fund Activity

78 hedge funds and large institutions have $96.7M invested in Fidus Investment in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
26
Reduced
21
Closed
9
Calls
$2.88M
Puts
$215K
Net Calls
+$2.66M
Net Calls Change
+$175K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$11.5M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.38M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$1.07M
4
Millennium Management
4
Millennium Management
New York
$961K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.28M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.73M
3
BlackRock
3
BlackRock
New York
$3.14M
4
CRC
4
Curi RMB Capital
Illinois
$0
5
PWS
5
Peterson Wealth Services
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$671K 33,249 -627 -2%
LPL Financial
27
LPL Financial
California
$665K 32,949 +7,220 +28%
EGA
28
Eagle Global Advisors
Texas
$631K 31,270 – –
RJT
29
Raymond James Trust
Florida
$628K 31,136 -2,200 -7%
VEA
30
Virtus ETF Advisers
New York
$610K 30,250 +2,599 +9%
Citadel Advisors
31
Citadel Advisors
Florida
$604K 29,933 +11,593 +63%
Osaic Holdings
32
Osaic Holdings
Arizona
$595K 29,487 -821 -3%
HCP
33
Hexagon Capital Partners
Arkansas
$575K 28,500 – –
RFC
34
Regions Financial Corp
Alabama
$559K 27,694 – –
OIA
35
Optimum Investment Advisors
Illinois
$485K 24,025 -3,423 -12%
OC
36
Oppenheimer & Co
New York
$482K 23,881 +167 +0.7%
BRWA
37
B. Riley Wealth Advisors
Florida
$457K 22,629 +2,277 +11%
STA
38
Summit Trail Advisors
New York
$454K 22,502 – –
KC
39
Kingfisher Capital
North Carolina
$445K 22,056 +570 +3%
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$441K 21,950 +21,950 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$440K 21,796 +21,796 New
DADC
42
D.A. Davidson & Co
Montana
$434K 21,500 – –
MCA
43
Magnolia Capital Advisors
Mississippi
$417K 20,684 -778 -4%
PFS
44
Prospera Financial Services
Texas
$391K 19,372 +310 +2%
BFA
45
Bragg Financial Advisors
North Carolina
$363K 18,011 – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$353K 17,505 -6,196 -26%
SPIA
47
Steward Partners Investment Advisory
New York
$351K 17,384 -992 -5%
JF
48
Jump Financial
Illinois
$339K 16,800 +16,800 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$317K 15,740 +3,383 +27%
TC
50
Titleist Capital
Texas
$301K 14,926 +14,926 New
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