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Fidus Investment
FDUS

Overview Fund Activity

109 hedge funds and large institutions have $150M invested in Fidus Investment in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
47
Reduced
35
Closed
16
Calls
$1.52M
Puts
$196K
Net Calls
+$1.32M
Net Calls Change
+$551K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$15.8M
2
TI
2
Trexquant Investment
Connecticut
$2.29M
3
Invesco
3
Invesco
Georgia
$11.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.75M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$976K

Top Sellers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$6.8M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$6.2M
3
FCM
3
FJ Capital Management
Virginia
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
AI
5
Atom Investors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Muzinich & Co
New York
$1.42M +$104K +5,302 +8%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$1.39M +$104K +5,302 +8%
UBS Group
28
UBS Group
Switzerland
$1.35M +$7.64K +390 +0.6%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$1.23M +$170K +8,688 +16%
CIAS
30
Capital Investment Advisory Services
North Carolina
$1.15M +$159K +8,090 +16%
WWM
31
WT Wealth Management
Arizona
$1.13M -$44.9K -2,283 -4%
PVM
32
Palogic Value Management
Texas
$1.12M +$14.1K +721 +1%
EBT
33
Enterprise Bank & Trust
Massachusetts
$1.1M – – –
IWM
34
IHT Wealth Management
Illinois
$1.08M +$56.6K +2,887 +6%
CCIA
35
Campbell & Co Investment Adviser
Maryland
$976K +$700K +35,721 +253%
Truist Financial
36
Truist Financial
North Carolina
$913K +$47K +2,399 +5%
RJT
37
Raymond James Trust
Florida
$840K -$264K -13,493 -24%
VEA
38
Virtus ETF Advisers
New York
$732K -$173K -8,815 -19%
LFAS
39
Level Four Advisory Services
Texas
$715K +$73.3K +3,761 +11%
DC
40
Davenport & Co
Virginia
$710K -$29.4K -1,500 -4%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$683K +$683K +34,863 New
HighTower Advisors
42
HighTower Advisors
Illinois
$652K – – –
HCP
43
Hexagon Capital Partners
Arkansas
$623K +$725 +37 +0.1%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$569K +$4.72K +241 +0.8%
Canada Life
45
Canada Life
Manitoba, Canada
$528K +$39.5K +2,010 +8%
DADC
46
D.A. Davidson & Co
Montana
$527K +$20.2K +1,031 +4%
KC
47
Kingfisher Capital
North Carolina
$521K – – –
N
48
Natixis
France
$509K +$288K +14,701 +130%
SSA
49
Schonfeld Strategic Advisors
New York
$476K +$476K +24,300 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$474K +$474K +24,184 New
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