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Fidus Investment
FDUS

Overview Fund Activity

89 hedge funds and large institutions have $81.5M invested in Fidus Investment in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
27
Closed
7
Calls
$721K
Puts
$8K
Net Calls
+$713K
Net Calls Change
+$91K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.16M
2
QC
2
Quadrature Capital
United Kingdom
$1.07M
3
AWM
3
AE Wealth Management
Kansas
$464K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$277K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.18M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.29M
3
VanEck Associates
3
VanEck Associates
New York
$5.2M
4
Group One Trading
4
Group One Trading
Illinois
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$659K +$14.6K +851 +2%
LPL Financial
27
LPL Financial
California
$654K +$67.7K +3,941 +12%
BPC
28
Banque Pictet & Cie
Switzerland
$548K +$13.5K +783 +3%
PNAA
29
Pictet North America Advisors
Switzerland
$548K +$13.5K +783 +3%
CAN
30
Cetera Advisor Networks
California
$544K +$18K +1,051 +3%
Mackenzie Financial
31
Mackenzie Financial
Ontario, Canada
$529K -$183K -10,662 -26%
Osaic Holdings
32
Osaic Holdings
Arizona
$523K +$34.4K +2,000 +7%
Canada Life
33
Canada Life
Manitoba, Canada
$515K +$20K +1,165 +4%
DC
34
Davenport & Co
Virginia
$500K -$47.3K -2,750 -9%
HCP
35
Hexagon Capital Partners
Arkansas
$490K – – –
AWM
36
AE Wealth Management
Kansas
$464K +$464K +27,023 New
KC
37
Kingfisher Capital
North Carolina
$398K +$9.39K +546 +2%
STA
38
Summit Trail Advisors
New York
$387K – – –
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$377K – – –
DADC
40
D.A. Davidson & Co
Montana
$367K -$8.02K -467 -2%
OIA
41
Optimum Investment Advisors
Illinois
$352K -$60.5K -3,525 -15%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$349K +$59.3K +3,447 +20%
EGA
43
Eagle Global Advisors
Texas
$345K -$147K -8,570 -30%
MCA
44
Magnolia Capital Advisors
Mississippi
$327K -$3.79K -221 -1%
BFA
45
Bragg Financial Advisors
North Carolina
$309K – – –
OC
46
Oppenheimer & Co
New York
$308K -$42.5K -2,470 -12%
BRWA
47
B. Riley Wealth Advisors
Florida
$305K -$192K -11,115 -39%
SPIA
48
Steward Partners Investment Advisory
New York
$304K +$7.66K +446 +3%
VEA
49
Virtus ETF Advisers
New York
$294K -$113K -6,586 -28%
Millennium Management
50
Millennium Management
New York
$291K -$185K -10,763 -39%
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