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Fidus Investment
FDUS

Overview Fund Activity

100 hedge funds and large institutions have $377M invested in Fidus Investment in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
29
Closed
8
Calls
$835K
Puts
$2K
Net Calls
+$833K
Net Calls Change
+$120K

Top Buyers

1
PA
1
PFG Advisors
Arizona
$2.56M
2
WWM
2
WT Wealth Management
Arizona
$1.3M
3
Millennium Management
3
Millennium Management
New York
$1.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.68M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.17M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$13.5M
2
PWS
2
Peterson Wealth Services
Utah
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
AWM
4
AE Wealth Management
Kansas
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
26
Quadrature Capital
United Kingdom
$943K -$244K -12,854 -21%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$930K -$65.7K -3,453 -7%
UBS Group
28
UBS Group
Switzerland
$895K -$6.39K -336 -0.7%
AR
29
Advisory Research
Illinois
$835K -$38.4K -2,016 -4%
OHWP
30
Oak Harbor Wealth Partners
North Carolina
$803K +$3.71K +195 +0.5%
DC
31
Davenport & Co
Virginia
$757K +$203K +10,688 +37%
RJT
32
Raymond James Trust
Florida
$753K -$40.7K -2,137 -5%
CAN
33
Cetera Advisor Networks
California
$696K +$93.3K +4,901 +15%
PVM
34
Palogic Value Management
Texas
$673K +$673K +35,367 New
BPC
35
Banque Pictet & Cie
Switzerland
$607K – – –
PNAA
36
Pictet North America Advisors
Switzerland
$607K – – –
Canada Life
37
Canada Life
Manitoba, Canada
$582K +$8.47K +443 +1%
CIAS
38
Capital Investment Advisory Services
North Carolina
$582K +$582K +30,579 New
HWM
39
HB Wealth Management
Georgia
$580K +$580K +30,462 New
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$575K -$10.9K -572 -2%
HCP
41
Hexagon Capital Partners
Arkansas
$542K – – –
LFAS
42
Level Four Advisory Services
Texas
$481K +$481K +25,262 New
KC
43
Kingfisher Capital
North Carolina
$455K +$14.1K +741 +3%
STA
44
Summit Trail Advisors
New York
$428K – – –
DADC
45
D.A. Davidson & Co
Montana
$426K +$19K +1,000 +5%
OIA
46
Optimum Investment Advisors
Illinois
$390K – – –
PFS
47
Prospera Financial Services
Texas
$380K +$139K +7,305 +58%
EGA
48
Eagle Global Advisors
Texas
$377K -$4.76K -250 -1%
SPIA
49
Steward Partners Investment Advisory
New York
$369K +$32.3K +1,695 +10%
Stifel Financial
50
Stifel Financial
Missouri
$369K +$369K +19,371 New
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