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Fidus Investment
FDUS

Overview Fund Activity

78 hedge funds and large institutions have $92.5M invested in Fidus Investment in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
28
Closed
7
Calls
$3.3M
Puts
$1.27M
Net Calls
+$2.02M
Net Calls Change
+$33K

Top Buyers

1
CAGAS
1
Capital Advisory Group Advisory Services
Minnesota
$883K
2
AAM
2
Advisors Asset Management
Colorado
$3.25M
3
DC
3
Davenport & Co
Virginia
$588K
4
BlackRock
4
BlackRock
New York
$3.14M
5
Millennium Management
5
Millennium Management
New York
$455K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$4.13M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.64M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
EGA
4
Eagle Global Advisors
Texas
$266K
5
Truist Financial
5
Truist Financial
North Carolina
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$217K +$2.53K +145 +1%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$213K -$1.97K -114 -0.9%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$213K +$34K +1,955 +19%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$211K +$211K +12,071 New
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$202K -$224K -12,886 -53%
BRWM
56
B. Riley Wealth Management
Tennessee
$201K +$201K +11,500 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$188K +$188K +10,769 New
Wells Fargo
58
Wells Fargo
California
$179K -$8.76K -500 -5%
ASN
59
Advisory Services Network
Georgia
$175K +$350 +20 +0.2%
Canada Life
60
Canada Life
Manitoba, Canada
$162K +$24K +1,375 +17%
CFA
61
Carroll Financial Associates
North Carolina
$142K – – –
BAM
62
Belpointe Asset Management
Nevada
$120K +$120K +6,883 New
GWSG
63
GPS Wealth Strategies Group
Colorado
$68K +$509 +29 +0.8%
TCWM
64
Total Clarity Wealth Management
Illinois
$54K +$54K +3,068 New
EWA
65
Evolution Wealth Advisors
Florida
$50K +$50K +2,850 New
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$50K +$50K +2,850 New
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$45K -$20.8K -1,200 -32%
FIA
68
FNY Investment Advisers
New York
$30K -$55.7K -3,250 -65%
MAM
69
Meeder Asset Management
Ohio
$26K -$1.38K -80 -5%
Deutsche Bank
70
Deutsche Bank
Germany
$26K +$26K +1,500 New
TRCT
71
Tower Research Capital (TRC)
New York
$22K +$22K +1,273 New
AWM
72
Activest Wealth Management
Florida
$20K – – –
S
73
SignatureFD
Georgia
$9K – – –
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
GAM
75
Gemmer Asset Management
California
$5K – – –
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