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Fidus Investment
FDUS

Overview Fund Activity

75 hedge funds and large institutions have $89.4M invested in Fidus Investment in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
14
Calls
$2.82M
Puts
$336K
Net Calls
+$2.49M
Net Calls Change
+$462K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$770K
2
CRC
2
Curi RMB Capital
Illinois
$719K
3
VanEck Associates
3
VanEck Associates
New York
$6.69M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.78M
5
BlackRock
5
BlackRock
New York
$3.53M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$940K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.73M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AM
5
Ares Management
California
$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
51
Bison Wealth
Georgia
$224K – – –
William Blair & Company
52
William Blair & Company
Illinois
$223K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$223K +$848 +47 +0.4%
Wells Fargo
54
Wells Fargo
California
$221K +$37.3K +2,078 +20%
BRWM
55
B. Riley Wealth Management
Tennessee
$207K – – –
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$196K -$12.5K -694 -6%
ASN
57
Advisory Services Network
Georgia
$180K +$359 +20 +0.2%
Canada Life
58
Canada Life
Manitoba, Canada
$160K -$5.96K -333 -4%
CFA
59
Carroll Financial Associates
North Carolina
$146K – – –
BAM
60
Belpointe Asset Management
Nevada
$133K +$9.43K +525 +8%
CFCI
61
Comprehensive Financial Consultants Institutional
Indiana
$84K +$84K +4,564 New
GWSG
62
GPS Wealth Strategies Group
Colorado
$70K +$520 +29 +0.7%
TCWM
63
Total Clarity Wealth Management
Illinois
$58K +$2.62K +145 +5%
CCM
64
Chilton Capital Management
Texas
$32K +$32K +1,800 New
CWM
65
Cedar Wealth Management
California
$31K +$31K +1,742 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$22K -$25.7K -1,400 -54%
AWM
67
Activest Wealth Management
Florida
$21K – – –
CM
68
Cornerstone Management
Georgia
$19.8K +$19.8K +1,100 New
S
69
SignatureFD
Georgia
$10K – – –
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
GAM
71
Gemmer Asset Management
California
$5K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +250 New
GWM
73
Geneos Wealth Management
Colorado
$1K +$1K +100 New
BBHC
74
Brown Brothers Harriman & Co
New York
$96 – – –
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
– -$4.13M -236,931 Closed
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