Fidus Investment
FDUS
89 hedge funds and large institutions have $96.2M invested in Fidus Investment in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
1% more capital invested
Capital invested by funds: $95.1M → $96.2M (+$1.1M)
0.54% less ownership
Funds ownership: 20.17% → 19.64% (-0.54%)
3% less funds holding
Funds holding: 92 → 89 (-3)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
87% less call options, than puts
Call options by funds: $816K | Put options by funds: $6.34M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.17M |
| 2 |
QC
Quadrature Capital
London,
United Kingdom
|
+$639K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$551K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$496K |
| 5 |
Two Sigma Investments
New York
|
+$477K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.31M |
| 4 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$1.25M |
| 5 |
PWS
Peterson Wealth Services
South Ogden,
Utah
|
-$1.06M |
FDUS Hedge Fund Activity: Q2 2023 in Review
89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2023, worth a combined $96.2M — up 1.2% from $95.1M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FDUS and 12 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 30 added.
The largest buyer was Millennium Management, adding an estimated $3.17M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.62M.
- 89 institutional investors held Fidus Investment (FDUS) as of Q2 2023, down from 92 in Q1 2023.
- Funds reported $96.2M of Fidus Investment stock for Q2 2023, up 1.2% quarter-over-quarter.
- 12 funds opened new Fidus Investment positions in Q2 2023 and 14 closed out, a net change of -2 holders.
- The largest Fidus Investment buyer in Q2 2023 was Millennium Management, an estimated $3.17M added.
- The largest Fidus Investment seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $1.62M sold.
Based on aggregated 13F filings for Q2 2023.