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Fidus Investment

81 hedge funds and large institutions have $93.5M invested in Fidus Investment in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

29% more capital invested

Capital invested by funds: $72.3M → $93.5M (+$21.2M)

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

9% more funds holding

Funds holding: 7481 (+7)

0.06% more ownership

Funds ownership: 24.57%24.63% (+0.06%)

53% less call options, than puts

Call options by funds: $685K | Put options by funds: $1.47M

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
24
Reduced
20
Closed
8
Calls
$685K
Puts
$1.47M
Net Calls
-$785K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$197K +$181K +12,662 New
LFF
52
Level Four Financial
Texas
$196K -$1.43K -100 -0.8%
Citadel Advisors
53
Citadel Advisors
Florida
$195K -$9.72K -682 -5%
BW
54
Bison Wealth
Georgia
$192K
William Blair & Company
55
William Blair & Company
Illinois
$189K +$2.1K +147 +1%
LPL Financial
56
LPL Financial
California
$177K +$162K +11,373 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$175K -$16.3K -1,141 -9%
CDH
58
Charles D. Hyman
$166K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$158K -$20.5K -1,439 -12%
Wells Fargo
60
Wells Fargo
California
$130K +$1.44K +101 +1%
CFA
61
Carroll Financial Associates
North Carolina
$127K
Canada Life
62
Canada Life
Manitoba, Canada
$114K +$30K +2,103 +40%
PCM
63
Pinz Capital Management
New York
$100K +$91.3K +6,400 New
JP Morgan Chase
64
JP Morgan Chase
New York
$59K
GWSG
65
GPS Wealth Strategies Group
Colorado
$59K +$54.5K +3,821 New
Osaic Holdings
66
Osaic Holdings
Arizona
$46K +$1.82K +128 +4%
Citigroup
67
Citigroup
New York
$43K +$456 +32 +1%
AWM
68
Activest Wealth Management
Florida
$18K +$16.4K +1,150 New
CCM
69
Covington Capital Management
California
$16K
TRCT
70
Tower Research Capital (TRC)
New York
$9K -$6.7K -470 -44%
IAIM
71
International Assets Investment Management
Florida
$8K
S
72
SignatureFD
Georgia
$8K +$7.74K +543 New
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
BC
74
Barnett & Company
Tennessee
$5K
PAM
75
Panagora Asset Management
Massachusetts
$5K