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Fidus Investment

67 hedge funds and large institutions have $99.5M invested in Fidus Investment in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

0% more capital invested

Capital invested by funds: $99.2M → $99.5M (+$283K)

0.73% less ownership

Funds ownership: 28.55%27.82% (-0.73%)

4% less funds holding

Funds holding: 7067 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

35% less call options, than puts

Call options by funds: $216K | Put options by funds: $332K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
24
Reduced
18
Closed
6
Calls
$216K
Puts
$332K
Net Calls
-$116K
Net Calls Change
-$207K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Wolverine Asset Management
Illinois
$81K +$82.5K +5,601 New
CFA
52
Carroll Financial Associates
North Carolina
$79K
AG
53
Advisor Group
Arizona
$69K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$63K -$24K -1,630 -28%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$39K
Citigroup
56
Citigroup
New York
$37K
TRCT
57
Tower Research Capital (TRC)
New York
$34K +$29.6K +2,012 +590%
PAM
58
Panagora Asset Management
Massachusetts
$20K
Macquarie Group
59
Macquarie Group
Australia
$16K +$16K +1,085 New
FMP
60
Financial Management Professionals
Texas
$15K
FHA
61
First Horizon Advisors
Tennessee
$15K
SIAP
62
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
Group One Trading
63
Group One Trading
Illinois
$15K +$14.7K +1,000 New
BC
64
Barnett & Company
Tennessee
$9K
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$2K
Parallax Volatility Advisers
66
Parallax Volatility Advisers
California
$2K +$1.68K +114 New
Bank of America
67
Bank of America
North Carolina
$1K -$35.6K -2,415 -97%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
-$367K -25,847 Closed
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
-$145K -10,226 Closed
AA
70
Apriem Advisors
California
-$14K -1,000 Closed
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$13K -922 Closed
Deutsche Bank
72
Deutsche Bank
Germany
-$6K -400 Closed
FRA
73
Front Row Advisors
California
-$4 -300 Closed