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Fidus Investment
FDUS

Overview Fund Activity

107 hedge funds and large institutions have $134M invested in Fidus Investment in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
18
Closed
3
Calls
$758K
Puts
$40K
Net Calls
+$718K
Net Calls Change
+$6.24M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$8.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.1M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.71M
2
BlackRock
2
BlackRock
New York
$1.62M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$0
4
EGA
4
Eagle Global Advisors
Texas
$0
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$1.22M – – –
Tudor Investment Corp
27
Tudor Investment Corp
Connecticut
$1.21M +$799K +41,597 +192%
EBT
28
Enterprise Bank & Trust
Massachusetts
$1.07M – – –
Truist Financial
29
Truist Financial
North Carolina
$1.01M +$5.32K +277 +0.5%
UBS Group
30
UBS Group
Switzerland
$945K -$2.38K -124 -0.3%
PVM
31
Palogic Value Management
Texas
$934K – – –
AR
32
Advisory Research
Illinois
$922K +$33.2K +1,730 +4%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$878K -$80K -4,165 -8%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$821K +$78.2K +4,072 +11%
RJT
35
Raymond James Trust
Florida
$754K +$38.3K +1,996 +5%
DC
36
Davenport & Co
Virginia
$725K -$2.88K -150 -0.4%
IWM
37
IHT Wealth Management
Illinois
$717K +$371K +19,313 +107%
Osaic Holdings
38
Osaic Holdings
Arizona
$709K +$27.5K +1,430 +4%
CIAS
39
Capital Investment Advisory Services
North Carolina
$690K +$31.5K +1,641 +5%
JF
40
Jump Financial
Illinois
$624K +$403K +21,000 +183%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$623K -$299K -15,589 -32%
HCP
42
Hexagon Capital Partners
Arkansas
$610K -$38.6K -2,012 -6%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$596K +$596K +31,048 New
HighTower Advisors
44
HighTower Advisors
Illinois
$557K +$115 +6 +0%
LFAS
45
Level Four Advisory Services
Texas
$546K +$15.4K +801 +3%
VEA
46
Virtus ETF Advisers
New York
$535K +$272K +14,192 +104%
Marshall Wace
47
Marshall Wace
United Kingdom
$531K +$210K +10,940 +65%
CAN
48
Cetera Advisor Networks
California
$529K +$529K +27,565 New
Ameriprise
49
Ameriprise
Minnesota
$514K +$166K +8,639 +48%
KC
50
Kingfisher Capital
North Carolina
$510K +$18.5K +966 +4%
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