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Fidus Investment
FDUS

Overview Fund Activity

70 hedge funds and large institutions have $126M invested in Fidus Investment in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
26
Reduced
16
Closed
3
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$434K

Top Buyers

1
NCM
1
Novare Capital Management
North Carolina
$5.56M
2
MC
2
Muzinich & Co
New York
$17.1M
3
OCG
3
Opus Capital Group
Ohio
$3.77M
4
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.8M
5
BTS
5
BB&T Securities
Virginia
$2.99M

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$4.04M
2
AM
2
Ares Management
California
$5.41M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.09M
4
BlackRock
4
BlackRock
New York
$2.53M
5
EGA
5
Eagle Global Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$111K +$8.46K +504 +8%
CFA
52
Carroll Financial Associates
North Carolina
$100K – – –
AG
53
Advisor Group
Arizona
$63K -$15.1K -900 -19%
SPIA
54
Steward Partners Investment Advisory
New York
$57K +$57K +3,443 New
Wells Fargo
55
Wells Fargo
California
$54K -$38.2K -2,301 -41%
CT
56
Clearstead Trust
Maine
$51K – – –
Citigroup
57
Citigroup
New York
$42K -$134K -7,959 -76%
Deutsche Bank
58
Deutsche Bank
Germany
$40K +$38.3K +2,300 +2,300%
Bank of America
59
Bank of America
North Carolina
$27K -$2.3K -136 -8%
BWM
60
Baystate Wealth Management
Massachusetts
$25K – – –
PAM
61
Panagora Asset Management
Massachusetts
$23K – – –
SIAP
62
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
Barclays
63
Barclays
United Kingdom
$17K – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$306 +18 +3%
Creative Planning
65
Creative Planning
Kansas
$7K – – –
PCM
66
Penserra Capital Management
California
$5K +$449 +31 +10%
HR
67
Howe & Rusling
New York
$3K – – –
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$3K +$323 +20 +12%
Simplex Trading
69
Simplex Trading
Illinois
$3K +$3K +200 New
AIM
70
Acrospire Investment Management
Illinois
$1K +$1K +61 New
EGA
71
Eagle Global Advisors
Texas
– -$224K -12,729 Closed
AIM
72
Advantage Investment Management
Iowa
– -$39K -2,209 Closed
AIM
73
Arcadia Investment Management
Michigan
– -$26K -1,475 Closed
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