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Fidus Investment
FDUS

Overview Fund Activity

86 hedge funds and large institutions have $49.3M invested in Fidus Investment in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
31
Reduced
24
Closed
8
Calls
–
Puts
$107K
Net Calls
-$107K
Net Calls Change
-$94K

Top Buyers

1
EBT
1
Enterprise Bank & Trust
Massachusetts
$1.83M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$3.76M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$1.31M
4
RCM
4
Radcliffe Capital Management
Pennsylvania
$948K
5
WFI
5
West Family Investments
California
$4.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$441K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$358K
4
SGI
4
Summit Global Investments
Utah
$0
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$83K -$78.6K -11,912 -49%
1W
52
1776 Wealth
Georgia
$83K +$46.7K +4,643 +129%
William Blair & Company
53
William Blair & Company
Illinois
$82K +$82K +12,325 New
BW
54
Bison Wealth
Georgia
$81K -$19.9K -3,000 -20%
CANY
55
Caxton Associates (New York)
New York
$81K +$81K +12,222 New
ECM
56
ExodusPoint Capital Management
New York
$79K -$305K -46,314 -79%
ASN
57
Advisory Services Network
Georgia
$76K +$237 +36 +0.3%
PP
58
Paloma Partners
Connecticut
$76K +$76K +11,526 New
Citadel Advisors
59
Citadel Advisors
Florida
$72K +$72K +10,923 New
QCIG
60
Quad-Cities Investment Group
Iowa
$71K +$2.89K +440 +4%
CDH
61
Charles D. Hyman
$66K +$66K +10,000 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59K +$59K +8,803 New
Canada Life
63
Canada Life
Manitoba, Canada
$55K +$1.6K +242 +3%
Victory Capital Management
64
Victory Capital Management
Texas
$54K +$54K +8,052 New
CFA
65
Carroll Financial Associates
North Carolina
$36K – – –
BBHC
66
Brown Brothers Harriman & Co
New York
$35K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$25K +$14.4K +2,160 +135%
TRCT
68
Tower Research Capital (TRC)
New York
$25K +$18K +2,739 +258%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$24K -$5.62K -864 -19%
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K +$2.76K +413 +15%
SF
71
Synovus Financial
Georgia
$21K +$21K +3,143 New
Citigroup
72
Citigroup
New York
$18K +$449 +66 +3%
Lazard Asset Management
73
Lazard Asset Management
New York
$18K +$12.4K +1,881 +219%
PCIA
74
Prime Capital Investment Advisors
Kansas
$18K +$18K +2,700 New
TPWA
75
TRUE Private Wealth Advisors
Oregon
$9K – – –
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3
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