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Fidus Investment
FDUS

73 hedge funds and large institutions have $96.3M invested in Fidus Investment in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $599K

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $93.5M → $96.3M (+$2.73M)

1.4% less ownership

Funds ownership: 24.63% → 23.23% (-1.4%)

10% less funds holding

Funds holding: 81 → 73 (-8)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
73
Holders Change
-8
Holders Change %
-9.88%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
21
Closed
13
Calls
$2.59M
Puts
$599K
Net Calls
+$1.99M
Net Calls Change
+$2.78M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.25M
2
Morgan Stanley
Morgan Stanley
New York
+$765K
3
Two Sigma Investments
Two Sigma Investments
New York
+$695K
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$638K
5
MCA
Magnolia Capital Advisors
Mississippi
+$375K

Top Sellers

1
AM
Ares Management
California
-$3.56M
2
VanEck Associates
VanEck Associates
New York
-$1.05M
3
NCM
Novare Capital Management
North Carolina
-$947K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$782K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
51
LPL Financial
California
$189K -$4.18K -246 -2%
Wells Fargo
52
Wells Fargo
California
$182K +$40.8K +2,399 +29%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$175K +$1.74K +102 +1%
ASN
54
Advisory Services Network
Georgia
$170K +$170K +9,987 New
CFA
55
Carroll Financial Associates
North Carolina
$139K – – –
Canada Life
56
Canada Life
Manitoba, Canada
$134K +$8.37K +492 +7%
CAGAS
57
Capital Advisory Group Advisory Services
Minnesota
$120K +$120K +7,065 New
FIA
58
FNY Investment Advisers
New York
$85K -$134K -7,899 -61%
JP Morgan Chase
59
JP Morgan Chase
New York
$65K – – –
GWSG
60
GPS Wealth Strategies Group
Colorado
$65K +$476 +28 +0.7%
Osaic Holdings
61
Osaic Holdings
Arizona
$48K -$2.36K -139 -5%
Citigroup
62
Citigroup
New York
$48K +$493 +29 +1%
MAM
63
Meeder Asset Management
Ohio
$27K +$27K +1,590 New
AWM
64
Activest Wealth Management
Florida
$20K – – –
CCM
65
Covington Capital Management
California
$17K – – –
CWC
66
Carolinas Wealth Consulting
North Carolina
$17K +$17.4K +1,023 New
S
67
SignatureFD
Georgia
$9K – – –
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
GAM
69
Gemmer Asset Management
California
$5K – – –
PAM
70
Panagora Asset Management
Massachusetts
$5K – – –
AWA
71
Arkadios Wealth Advisors
Georgia
$2K – – –
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$146 +$146K +8,600 New
BBHC
73
Brown Brothers Harriman & Co
New York
$91 – – –
California Public Employees Retirement System
74
California Public Employees Retirement System
California
– -$782K -50,300 Closed
CRC
75
Curi RMB Capital
Illinois
– -$617K -39,650 Closed
1 2
3
4

FDUS Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2021, worth a combined $96.3M — up 2.9% from $93.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FDUS and 6 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 27 added.

The largest buyer was Arrowstreet Capital, adding an estimated $2.25M. The largest seller was Ares Management, cutting an estimated $3.56M.

  • 73 institutional investors held Fidus Investment (FDUS) as of Q2 2021, down from 81 in Q1 2021.
  • Funds reported $96.3M of Fidus Investment stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 6 funds opened new Fidus Investment positions in Q2 2021 and 13 closed out, a net change of -7 holders.
  • The largest Fidus Investment buyer in Q2 2021 was Arrowstreet Capital, an estimated $2.25M added.
  • The largest Fidus Investment seller in Q2 2021 was Ares Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2021.