FDUS icon

Fidus Investment
FDUS

Overview Fund Activity

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.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
25
Closed
14
Calls
$816K
Puts
$6.34M
Net Calls
-$5.52M
Net Calls Change
-$6.64M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.71M
2
QC
2
Quadrature Capital
United Kingdom
$1.09M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$569K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$758K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.49M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.66M
2
Citadel Advisors
2
Citadel Advisors
Florida
$645K
3
RJA
3
Raymond James & Associates
Florida
$12.1M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
PWS
5
Peterson Wealth Services
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
26
Advisory Research
Illinois
$907K +$72.9K +3,718 +9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$758K +$513K +26,171 +209%
DC
28
Davenport & Co
Virginia
$743K -$17.6K -900 -2%
RJT
29
Raymond James Trust
Florida
$731K +$64.8K +3,302 +10%
Osaic Holdings
30
Osaic Holdings
Arizona
$695K -$445K -22,707 -39%
CIAS
31
Capital Investment Advisory Services
North Carolina
$673K +$19.9K +1,014 +3%
HCP
32
Hexagon Capital Partners
Arkansas
$662K +$3.04K +155 +0.5%
Citadel Advisors
33
Citadel Advisors
Florida
$645K -$1.48M -75,502 -70%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$641K -$194K -9,828 -23%
PI
35
Putnam Investments
Massachusetts
$578K +$52.1K +2,656 +10%
HighTower Advisors
36
HighTower Advisors
Illinois
$569K +$569K +29,032 New
LFAS
37
Level Four Advisory Services
Texas
$541K -$4.7K -240 -0.9%
KC
38
Kingfisher Capital
North Carolina
$502K +$17.3K +884 +4%
DADC
39
D.A. Davidson & Co
Montana
$470K -$39.2K -2,000 -8%
OHWP
40
Oak Harbor Wealth Partners
North Carolina
$467K +$4.57K +233 +1%
Canada Life
41
Canada Life
Manitoba, Canada
$453K +$17.9K +908 +4%
STA
42
Summit Trail Advisors
New York
$441K – – –
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$425K +$425K +21,670 New
BFA
44
Bragg Financial Advisors
North Carolina
$392K +$39.2K +2,000 +11%
PFS
45
Prospera Financial Services
Texas
$391K – – –
EGA
46
Eagle Global Advisors
Texas
$389K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$384K -$64.3K -3,282 -14%
Ameriprise
48
Ameriprise
Minnesota
$356K +$356K +18,149 New
IWM
49
IHT Wealth Management
Illinois
$354K +$30.8K +1,569 +10%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$353K +$1.8K +92 +0.5%
1
2
3 4 5