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Fidus Investment
FDUS

Overview Fund Activity

92 hedge funds and large institutions have $95.1M invested in Fidus Investment in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 17 closing their positions.

Holders
92
Holders Change
-8
Holders Change %
-8%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
33
Closed
17
Calls
$1.45M
Puts
$331K
Net Calls
+$1.12M
Net Calls Change
+$287K

Top Buyers

1
PWS
1
Peterson Wealth Services
Utah
$1.06M
2
VanEck Associates
2
VanEck Associates
New York
$6.57M
3
PI
3
Putnam Investments
Massachusetts
$512K
4
HF
4
HRT Financial
New York
$391K
5
NA
5
NewEdge Advisors
Louisiana
$1.75M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$2.42M
3
Millennium Management
3
Millennium Management
New York
$420K
4
CAN
4
Cetera Advisor Networks
California
$0
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$860K -$37.2K -1,953 -4%
PVM
27
Palogic Value Management
Texas
$852K +$178K +9,314 +26%
AR
28
Advisory Research
Illinois
$812K -$25K -1,309 -3%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$809K +$233K +12,197 +40%
DC
30
Davenport & Co
Virginia
$740K -$19.1K -1,000 -3%
RJT
31
Raymond James Trust
Florida
$648K -$107K -5,604 -14%
HCP
32
Hexagon Capital Partners
Arkansas
$641K +$97.4K +5,107 +18%
CIAS
33
Capital Investment Advisory Services
North Carolina
$635K +$51.9K +2,723 +9%
LFAS
34
Level Four Advisory Services
Texas
$531K +$49.6K +2,600 +10%
PI
35
Putnam Investments
Massachusetts
$512K +$512K +26,836 New
DADC
36
D.A. Davidson & Co
Montana
$495K +$68.7K +3,600 +16%
KC
37
Kingfisher Capital
North Carolina
$471K +$15.9K +832 +3%
OHWP
38
Oak Harbor Wealth Partners
North Carolina
$450K -$354K -18,581 -44%
SPIA
39
Steward Partners Investment Advisory
New York
$436K +$66.5K +3,488 +18%
STA
40
Summit Trail Advisors
New York
$429K – – –
Canada Life
41
Canada Life
Manitoba, Canada
$421K -$161K -8,410 -28%
Millennium Management
42
Millennium Management
New York
$420K -$975K -51,132 -70%
QC
43
Quadrature Capital
United Kingdom
$419K -$528K -27,634 -56%
HF
44
HRT Financial
New York
$391K +$391K +20,539 New
PFS
45
Prospera Financial Services
Texas
$381K – – –
EGA
46
Eagle Global Advisors
Texas
$378K – – –
HWM
47
HB Wealth Management
Georgia
$368K -$213K -11,163 -37%
MCA
48
Magnolia Capital Advisors
Mississippi
$361K -$3.74K -196 -1%
BFA
49
Bragg Financial Advisors
North Carolina
$343K – – –
OC
50
Oppenheimer & Co
New York
$341K – – –
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