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Fidus Investment

76 hedge funds and large institutions have $62.1M invested in Fidus Investment in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $428K | Put options by funds: $155K

26% more capital invested

Capital invested by funds: $49.3M → $62.1M (+$12.8M)

3.78% less ownership

Funds ownership: 30.13%26.35% (-3.8%)

12% less funds holding

Funds holding: 8676 (-10)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
76
Holders Change
-10
Holders Change %
-11.63%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
27
Reduced
31
Closed
16
Calls
$428K
Puts
$155K
Net Calls
+$273K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$100K +$95.4K +10,990 New
CDH
52
Charles D. Hyman
$97K +$5.78K +666 +7%
WAM
53
Wolverine Asset Management
Illinois
$92K -$294K -33,839 -77%
SFI
54
Susquehanna Fundamental Investments
Pennsylvania
$91K +$86.8K +10,000 New
Canada Life
55
Canada Life
Manitoba, Canada
$84K +$8.44K +972 +12%
CFA
56
Carroll Financial Associates
North Carolina
$74K +$23.7K +2,730 +50%
JP Morgan Chase
57
JP Morgan Chase
New York
$70K -$188K -21,630 -74%
1W
58
1776 Wealth
Georgia
$68K -$6.27K -722 -9%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$65K +$30.9K +3,559 +96%
TRCT
60
Tower Research Capital (TRC)
New York
$53K +$17.8K +2,046 +54%
BBHC
61
Brown Brothers Harriman & Co
New York
$48K
Osaic Holdings
62
Osaic Holdings
Arizona
$43K -$69.3K -7,985 -63%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$34K
Citigroup
64
Citigroup
New York
$24K +$347 +40 +2%
Lazard Asset Management
65
Lazard Asset Management
New York
$21K -$3.32K -382 -14%
PAG
66
Private Advisor Group
New Jersey
$18K +$17.7K +2,034 New
CAN
67
Cetera Advisor Networks
California
$15K +$14.4K +1,663 New
Simplex Trading
68
Simplex Trading
Illinois
$13K +$12.7K +1,461 New
CCM
69
Covington Capital Management
California
$9K
APA
70
American Portfolios Advisors
New York
$7.71K
LWANC
71
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K -$23.7K -2,730 -87%
BC
72
Barnett & Company
Tennessee
$3K
PAM
73
Panagora Asset Management
Massachusetts
$3K
LFG
74
Larson Financial Group
Missouri
$3K +$95 +11 +3%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$1K