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Fidus Investment
FDUS

Overview Fund Activity

79 hedge funds and large institutions have $58.5M invested in Fidus Investment in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
19
Reduced
28
Closed
11
Calls
$890K
Puts
$1K
Net Calls
+$889K
Net Calls Change
+$616K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$3.08M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.12M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.51M
4
CRC
4
Curi RMB Capital
Illinois
$391K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.85M

Top Sellers

1
WFI
1
West Family Investments
California
$4.79M
2
KCM
2
Kennedy Capital Management
Missouri
$1.15M
3
EBT
3
Enterprise Bank & Trust
Massachusetts
$551K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$3.93M
5
RJA
5
Raymond James & Associates
Florida
$7.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
51
Davenport & Co
Virginia
$111K +$111K +11,300 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$109K +$109K +11,114 New
WA
53
Wambolt & Associates
Colorado
$107K -$54.8K -5,538 -34%
CDH
54
Charles D. Hyman
$105K – – –
ASN
55
Advisory Services Network
Georgia
$104K -$11.2K -1,135 -10%
MML Investors Services
56
MML Investors Services
Massachusetts
$102K -$6.52K -660 -6%
CFA
57
Carroll Financial Associates
North Carolina
$80K – – –
BBHC
58
Brown Brothers Harriman & Co
New York
$53K – – –
Canada Life
59
Canada Life
Manitoba, Canada
$50K -$42.4K -4,258 -46%
CCM
60
Chiron Capital Management
Florida
$47K +$47K +4,800 New
Osaic Holdings
61
Osaic Holdings
Arizona
$40K -$7.11K -716 -15%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$37K -$38.5K -3,954 -51%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$37K – – –
TRCT
64
Tower Research Capital (TRC)
New York
$35K -$21.9K -2,248 -38%
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$33K +$33K +3,400 New
Citigroup
66
Citigroup
New York
$27K +$367 +37 +1%
Lazard Asset Management
67
Lazard Asset Management
New York
$23K – – –
S
68
SignatureFD
Georgia
$14K +$14K +1,463 New
WAM
69
Wolverine Asset Management
Illinois
$11K -$88.8K -9,060 -89%
CCM
70
Covington Capital Management
California
$10K – – –
WEC
71
Winslow Evans & Crocker
Massachusetts
$10K +$10K +1,000 New
APA
72
American Portfolios Advisors
New York
$8.37K – – –
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
BC
74
Barnett & Company
Tennessee
$3K – – –
PAM
75
Panagora Asset Management
Massachusetts
$3K – – –
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