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Fidus Investment

74 hedge funds and large institutions have $72.3M invested in Fidus Investment in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $58.5M → $72.3M (+$13.9M)

22% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.18M

0.08% more ownership

Funds ownership: 24.49%24.57% (+0.08%)

6% less funds holding

Funds holding: 7974 (-5)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
28
Closed
13
Calls
$1.44M
Puts
$1.18M
Net Calls
+$261K
Net Calls Change
-$628K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$135K
ASN
52
Advisory Services Network
Georgia
$134K -$3.33K -280 -3%
Wells Fargo
53
Wells Fargo
California
$108K -$59.5K -5,000 -38%
CFA
54
Carroll Financial Associates
North Carolina
$107K
WEC
55
Winslow Evans & Crocker
Massachusetts
$78K +$58.9K +4,950 +495%
BBHC
56
Brown Brothers Harriman & Co
New York
$70K
Canada Life
57
Canada Life
Manitoba, Canada
$69K +$3.38K +284 +6%
CAAS
58
Capital Asset Advisory Services
Michigan
$57K +$51.9K +4,366 New
JP Morgan Chase
59
JP Morgan Chase
New York
$50K
FIA
60
FNY Investment Advisers
New York
$39K +$35.7K +3,000 New
Deutsche Bank
61
Deutsche Bank
Germany
$38K +$34.5K +2,900 New
Osaic Holdings
62
Osaic Holdings
Arizona
$37K -$14.1K -1,183 -29%
Citigroup
63
Citigroup
New York
$36K +$381 +32 +1%
TRCT
64
Tower Research Capital (TRC)
New York
$14K -$30.1K -2,530 -70%
CCM
65
Covington Capital Management
California
$13K
RA
66
Reby Advisors
Connecticut
$13K +$11.8K +995 New
APA
67
American Portfolios Advisors
New York
$11.1K
IAIM
68
International Assets Investment Management
Florida
$8K +$7.65K +643 New
WFI
69
West Family Investments
California
$6.35K
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
PAM
71
Panagora Asset Management
Massachusetts
$4K
GAM
72
Gemmer Asset Management
California
$4K +$3.27K +275 New
BC
73
Barnett & Company
Tennessee
$3K
HNB
74
Huntington National Bank
Ohio
$1K
KCM
75
Kennedy Capital Management
Missouri
-$1.15M -116,867 Closed