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Fidus Investment
FDUS

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.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

17% more funds holding

Funds holding: 60 → 70 (+10)

11% more capital invested

Capital invested by funds: $113M → $126M (+$12.8M)

2.31% more ownership

Funds ownership: 28.73% → 31.03% (+2.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

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
Novare Capital Management
North Carolina
+$5.7M
2
MC
Muzinich & Co
New York
+$3.9M
3
OCG
Opus Capital Group
Ohio
+$3.63M
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
+$1.85M
5
BTS
BB&T Securities
Virginia
+$1.31M

Top Sellers

1
YMRC
Yorktown Management & Research Company
Virginia
-$2.76M
2
AM
Ares Management
California
-$771K
3
Two Sigma Investments
Two Sigma Investments
New York
-$635K
4
BlackRock
BlackRock
New York
-$521K
5
EGA
Eagle Global Advisors
Texas
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$111K +$8.69K +504 +8%
CFA
52
Carroll Financial Associates
North Carolina
$100K – – –
AG
53
Advisor Group
Arizona
$63K -$15.5K -900 -19%
SPIA
54
Steward Partners Investment Advisory
New York
$57K +$59.4K +3,443 New
Wells Fargo
55
Wells Fargo
California
$54K -$39.7K -2,301 -41%
CT
56
Clearstead Trust
Maine
$51K – – –
Citigroup
57
Citigroup
New York
$42K -$137K -7,959 -76%
Deutsche Bank
58
Deutsche Bank
Germany
$40K +$39.7K +2,300 +2,300%
Bank of America
59
Bank of America
North Carolina
$27K -$2.35K -136 -8%
BWM
60
Baystate Wealth Management
Massachusetts
$25K – – –
PAM
61
Panagora Asset Management
Massachusetts
$23K – – –
Barclays
62
Barclays
United Kingdom
$17K – – –
SIAP
63
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$310 +18 +3%
Creative Planning
65
Creative Planning
Kansas
$7K – – –
PCM
66
Penserra Capital Management
California
$5K +$535 +31 +10%
HR
67
Howe & Rusling
New York
$3K – – –
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$3K +$345 +20 +12%
Simplex Trading
69
Simplex Trading
Illinois
$3K +$3.45K +200 New
AIM
70
Acrospire Investment Management
Illinois
$1K +$1.05K +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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