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Fidus Investment
FDUS

Overview Fund Activity

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.

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
1
Arrowstreet Capital
Massachusetts
$7.86M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.42M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.7M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.19M
5
MCA
5
Magnolia Capital Advisors
Mississippi
$375K

Top Sellers

1
AM
1
Ares Management
California
$8.81M
2
VanEck Associates
2
VanEck Associates
New York
$6.25M
3
NCM
3
Novare Capital Management
North Carolina
$3.17M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$416K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$189K -$4.18K -246 -2%
Wells Fargo
52
Wells Fargo
California
$182K +$40.7K +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 +$8.35K +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%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$65K – – –
GWSG
60
GPS Wealth Strategies Group
Colorado
$65K +$473 +28 +0.7%
Osaic Holdings
61
Osaic Holdings
Arizona
$48K -$2.35K -139 -5%
Citigroup
62
Citigroup
New York
$48K +$494 +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 +$17K +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 +$146 +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
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