FDUS icon

Fidus Investment
FDUS

Overview Fund Activity

111 hedge funds and large institutions have $167M invested in Fidus Investment in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
46
Reduced
26
Closed
14
Calls
$599K
Puts
$243K
Net Calls
+$356K
Net Calls Change
-$964K

Top Buyers

1
CM
1
Columbus Macro
Pennsylvania
$5.61M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$4.07M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.81M
4
TI
4
TrueMark Investments
Illinois
$1.64M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.97M
2
Millennium Management
2
Millennium Management
New York
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$4.62M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$4.52M
5
Invesco
5
Invesco
Georgia
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Muzinich & Co
New York
$1.74M +$217K +10,312 +14%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$1.71M +$217K +10,312 +15%
LPL Financial
28
LPL Financial
California
$1.67M +$54.7K +2,603 +3%
TI
29
TrueMark Investments
Illinois
$1.64M +$1.64M +77,795 New
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$1.62M +$302K +14,362 +23%
LCWP
31
Legacy Capital Wealth Partners
Arkansas
$1.49M -$80.3K -3,822 -5%
CIAS
32
Capital Investment Advisory Services
North Carolina
$1.38M +$150K +7,156 +12%
PVM
33
Palogic Value Management
Texas
$1.34M +$143K +6,804 +12%
IWM
34
IHT Wealth Management
Illinois
$1.27M +$114K +5,436 +10%
EBT
35
Enterprise Bank & Trust
Massachusetts
$1.18M – – –
WWM
36
WT Wealth Management
Arizona
$1.17M -$46.2K -2,200 -4%
CCIA
37
Campbell & Co Investment Adviser
Maryland
$1.03M -$21.9K -1,040 -2%
Truist Financial
38
Truist Financial
North Carolina
$1.01M +$26.5K +1,261 +3%
Credit Agricole
39
Credit Agricole
France
$1M +$548K +26,050 +121%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$934K +$201K +9,559 +27%
VEA
41
Virtus ETF Advisers
New York
$844K +$59.3K +2,819 +8%
HF
42
HRT Financial
New York
$837K +$620K +29,540 +287%
GCM
43
Greenland Capital Management
New York
$788K +$473K +22,500 +150%
DC
44
Davenport & Co
Virginia
$762K – – –
LFAS
45
Level Four Advisory Services
Texas
$742K -$28.3K -1,344 -4%
RP
46
Riverbridge Partners
Minnesota
$716K +$716K +34,071 New
HCP
47
Hexagon Capital Partners
Arkansas
$674K +$5.72K +272 +0.9%
DADC
48
D.A. Davidson & Co
Montana
$660K +$94.3K +4,485 +17%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$611K +$777 +37 +0.1%
Canada Life
50
Canada Life
Manitoba, Canada
$553K -$11.7K -556 -2%
1
2
3 4 5