FDUS icon

Fidus Investment
FDUS

Overview Fund Activity

85 hedge funds and large institutions have $81M invested in Fidus Investment in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
21
Reduced
28
Closed
13
Calls
$786K
Puts
$164K
Net Calls
+$622K
Net Calls Change
-$2.04M

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$4.52M
2
PA
2
PFG Advisors
Arizona
$654K
3
PNAA
3
Pictet North America Advisors
Switzerland
$543K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.2M
5
CAN
5
Cetera Advisor Networks
California
$535K

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$5.74M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
QC
3
Quadrature Capital
United Kingdom
$569K
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
RJA
5
Raymond James & Associates
Florida
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$569K +$25.3K +1,447 +5%
DC
27
Davenport & Co
Virginia
$556K -$24.4K -1,400 -4%
PNAA
28
Pictet North America Advisors
Switzerland
$543K +$543K +31,129 New
CAN
29
Cetera Advisor Networks
California
$535K +$535K +30,636 New
PWS
30
Peterson Wealth Services
Utah
$505K +$505K +28,935 New
Canada Life
31
Canada Life
Manitoba, Canada
$504K +$344K +19,699 +216%
BRWA
32
B. Riley Wealth Advisors
Florida
$503K +$108K +6,186 +27%
EGA
33
Eagle Global Advisors
Texas
$500K -$45.7K -2,620 -8%
HCP
34
Hexagon Capital Partners
Arkansas
$497K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$496K -$18.4K -1,052 -4%
Millennium Management
36
Millennium Management
New York
$484K -$348K -19,912 -42%
OIA
37
Optimum Investment Advisors
Illinois
$419K – – –
VEA
38
Virtus ETF Advisers
New York
$414K -$114K -6,531 -22%
KC
39
Kingfisher Capital
North Carolina
$394K +$9.54K +547 +2%
STA
40
Summit Trail Advisors
New York
$393K – – –
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$383K – – –
DADC
42
D.A. Davidson & Co
Montana
$381K +$5.83K +334 +2%
OC
43
Oppenheimer & Co
New York
$356K -$61K -3,491 -15%
MCA
44
Magnolia Capital Advisors
Mississippi
$336K -$24.7K -1,414 -7%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$333K +$27.5K +1,577 +9%
BFA
46
Bragg Financial Advisors
North Carolina
$314K – – –
Citadel Advisors
47
Citadel Advisors
Florida
$301K -$221K -12,685 -42%
SPIA
48
Steward Partners Investment Advisory
New York
$301K -$2.16K -124 -0.7%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$294K +$294K +16,855 New
Bank of America
50
Bank of America
North Carolina
$278K +$50.4K +2,885 +22%
1
2
3 4