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Fidus Investment
FDUS

Overview Fund Activity

114 hedge funds and large institutions have $152M invested in Fidus Investment in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
34
Closed
7
Calls
$1.01M
Puts
$241K
Net Calls
+$769K
Net Calls Change
-$1.18M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$11M
2
VanEck Associates
2
VanEck Associates
New York
$14.1M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$1.52M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.86M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.09M
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$10.6M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$357K
5
JF
5
Jump Financial
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.33M +$3.84K +197 +0.3%
MC
27
Muzinich & Co
New York
$1.31M +$44.8K +2,300 +4%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$1.28M – – –
WWM
29
WT Wealth Management
Arizona
$1.17M -$118K -6,072 -9%
RJT
30
Raymond James Trust
Florida
$1.1M +$363K +18,638 +49%
PVM
31
Palogic Value Management
Texas
$1.1M +$28.6K +1,467 +3%
EBT
32
Enterprise Bank & Trust
Massachusetts
$1.09M – – –
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$1.05M +$181K +9,279 +21%
IWM
34
IHT Wealth Management
Illinois
$1.01M +$97.3K +4,997 +11%
CIAS
35
Capital Investment Advisory Services
North Carolina
$981K +$138K +7,101 +16%
VEA
36
Virtus ETF Advisers
New York
$899K +$294K +15,077 +49%
YIH
37
Y-Intercept (HK)
Hong Kong
$891K +$891K +45,750 New
Truist Financial
38
Truist Financial
North Carolina
$860K -$68.6K -3,523 -7%
Barclays
39
Barclays
United Kingdom
$840K -$337K -17,286 -29%
TI
40
Trexquant Investment
Connecticut
$814K -$48.2K -2,475 -6%
DC
41
Davenport & Co
Virginia
$735K – – –
AI
42
Atom Investors
Texas
$676K +$424K +21,779 +169%
HighTower Advisors
43
HighTower Advisors
Illinois
$648K +$8.44K +433 +1%
Citadel Advisors
44
Citadel Advisors
Florida
$648K +$42.8K +2,197 +7%
LFAS
45
Level Four Advisory Services
Texas
$641K +$89.7K +4,605 +16%
HCP
46
Hexagon Capital Partners
Arkansas
$618K – – –
HF
47
HRT Financial
New York
$618K -$54K -2,773 -8%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$561K +$44.3K +2,272 +9%
KC
49
Kingfisher Capital
North Carolina
$518K – – –
DADC
50
D.A. Davidson & Co
Montana
$504K +$41.3K +2,120 +9%
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