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Fidus Investment
FDUS

Overview Fund Activity

117 hedge funds and large institutions have $182M invested in Fidus Investment in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
48
Reduced
30
Closed
5
Calls
$553K
Puts
$1.07M
Net Calls
-$515K
Net Calls Change
-$1.23M

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
VanEck Associates
3
VanEck Associates
New York
$10.2M
4
GA
4
GraniteShares Advisors
New York
$1.48M
5
Ameriprise
5
Ameriprise
Minnesota
$1.99M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.14M
2
AR
2
Advisory Research
Illinois
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.9M
4
RJA
4
Raymond James & Associates
Florida
$11.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
26
Legacy Capital Wealth Partners
Arkansas
$1.55M +$148K +7,493 +11%
Goldman Sachs
27
Goldman Sachs
New York
$1.53M +$197K +9,998 +15%
TI
28
Trexquant Investment
Connecticut
$1.51M +$994K +50,469 +192%
GA
29
GraniteShares Advisors
New York
$1.48M +$1.48M +74,924 New
LPL Financial
30
LPL Financial
California
$1.43M +$113K +5,716 +9%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$1.41M +$166K +8,432 +13%
WWM
32
WT Wealth Management
Arizona
$1.32M -$25.3K -1,285 -2%
MC
33
Muzinich & Co
New York
$1.28M -$13.8K -700 -1%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$1.25M – – –
UBS Group
35
UBS Group
Switzerland
$1.24M +$273K +13,882 +28%
EBT
36
Enterprise Bank & Trust
Massachusetts
$1.1M – – –
PVM
37
Palogic Value Management
Texas
$1.01M +$47.6K +2,415 +5%
JF
38
Jump Financial
Illinois
$923K +$283K +14,396 +44%
CAGAS
39
Capital Advisory Group Advisory Services
Minnesota
$895K -$4.55K -231 -0.5%
Truist Financial
40
Truist Financial
North Carolina
$884K -$152K -7,730 -15%
CIAS
41
Capital Investment Advisory Services
North Carolina
$790K +$81.6K +4,143 +12%
RJT
42
Raymond James Trust
Florida
$779K +$6.22K +316 +0.8%
IWM
43
IHT Wealth Management
Illinois
$779K +$43.6K +2,216 +6%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$767K -$75.4K -3,825 -9%
PI
45
Putnam Investments
Massachusetts
$750K +$276K +14,026 +58%
DC
46
Davenport & Co
Virginia
$743K – – –
CAN
47
Cetera Advisor Networks
California
$633K +$90.5K +4,597 +17%
HCP
48
Hexagon Capital Partners
Arkansas
$625K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$601K +$29.5K +1,500 +5%
LFAS
50
Level Four Advisory Services
Texas
$557K -$2.58K -131 -0.5%
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