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Fidus Investment
FDUS

Overview Fund Activity

111 hedge funds and large institutions have $149M invested in Fidus Investment in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
40
Reduced
34
Closed
19
Calls
$2.14M
Puts
$191K
Net Calls
+$1.95M
Net Calls Change
+$2.46M

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$2.05M
2
VanEck Associates
2
VanEck Associates
New York
$11.9M
3
CA
3
Cetera Advisors
Colorado
$1.41M
4
Franklin Resources
4
Franklin Resources
California
$1.21M
5
Barclays
5
Barclays
United Kingdom
$1.19M

Top Sellers

1
MW
1
Melia Wealth
Oklahoma
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$7.53M
3
Citadel Advisors
3
Citadel Advisors
Florida
$613K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.34M +$97.4K +4,935 +8%
WWM
27
WT Wealth Management
Arizona
$1.3M -$25.1K -1,274 -2%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$1.3M +$45.4K +2,300 +4%
MC
29
Muzinich & Co
New York
$1.28M – – –
Franklin Resources
30
Franklin Resources
California
$1.21M +$1.21M +61,334 New
Barclays
31
Barclays
United Kingdom
$1.19M +$1.19M +60,415 New
EBT
32
Enterprise Bank & Trust
Massachusetts
$1.1M – – –
PVM
33
Palogic Value Management
Texas
$1.08M +$74.4K +3,767 +7%
Truist Financial
34
Truist Financial
North Carolina
$941K +$54.6K +2,765 +6%
IWM
35
IHT Wealth Management
Illinois
$929K +$147K +7,458 +19%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$885K -$12.4K -628 -1%
TI
37
Trexquant Investment
Connecticut
$874K -$642K -32,538 -42%
CIAS
38
Capital Investment Advisory Services
North Carolina
$854K +$62.9K +3,184 +8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$778K +$9.87K +500 +1%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$774K +$555K +28,109 +253%
CAN
41
Cetera Advisor Networks
California
$747K +$112K +5,663 +18%
DC
42
Davenport & Co
Virginia
$745K – – –
RJT
43
Raymond James Trust
Florida
$744K -$37.3K -1,888 -5%
HF
44
HRT Financial
New York
$681K +$681K +34,516 New
HighTower Advisors
45
HighTower Advisors
Illinois
$648K +$45.2K +2,292 +8%
HCP
46
Hexagon Capital Partners
Arkansas
$627K – – –
JF
47
Jump Financial
Illinois
$614K -$312K -15,796 -34%
VEA
48
Virtus ETF Advisers
New York
$614K +$199K +10,085 +48%
Citadel Advisors
49
Citadel Advisors
Florida
$613K -$3.27M -165,667 -84%
LFAS
50
Level Four Advisory Services
Texas
$557K – – –
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