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Fidus Investment
FDUS

Overview Fund Activity

78 hedge funds and large institutions have $96.7M invested in Fidus Investment in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
26
Reduced
21
Closed
9
Calls
$2.88M
Puts
$215K
Net Calls
+$2.66M
Net Calls Change
+$175K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$11.5M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.38M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$1.07M
4
Millennium Management
4
Millennium Management
New York
$961K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.28M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.73M
3
BlackRock
3
BlackRock
New York
$3.14M
4
CRC
4
Curi RMB Capital
Illinois
$0
5
PWS
5
Peterson Wealth Services
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$275K 13,648 +28 +0.2%
SCA
52
Snowden Capital Advisors
New York
$269K 13,349 – –
Bank of America
53
Bank of America
North Carolina
$263K 13,036 +36 +0.3%
TI
54
Trexquant Investment
Connecticut
$262K 12,972 +12,972 New
MCM
55
MAI Capital Management
Ohio
$252K 12,482 -1,250 -9%
BW
56
Bison Wealth
Georgia
$251K 12,445 – –
William Blair & Company
57
William Blair & Company
Illinois
$251K 12,421 – –
Wells Fargo
58
Wells Fargo
California
$240K 11,875 -423 -3%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$237K 11,755 -6,913 -37%
ASN
60
Advisory Services Network
Georgia
$203K 10,050 +23 +0.2%
Canada Life
61
Canada Life
Manitoba, Canada
$196K 9,126 +187 +2%
BAM
62
Belpointe Asset Management
Nevada
$152K 7,518 +110 +1%
BBHC
63
Brown Brothers Harriman & Co
New York
$108K 5,337 – –
GWSG
64
GPS Wealth Strategies Group
Colorado
$97K 4,820 +913 +23%
MC
65
Muzinich & Co
New York
$49K 99,312 -10,091 -9%
CWM
66
Cedar Wealth Management
California
$35K 1,742 – –
MAM
67
Meeder Asset Management
Ohio
$30K 1,510 +1,510 New
AWM
68
Activest Wealth Management
Florida
$23K 1,150 – –
CM
69
Cornerstone Management
Georgia
$22.2K 1,100 – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$20K 1,000 -200 -17%
TRCT
71
Tower Research Capital (TRC)
New York
$18K 883 +883 New
Citigroup
72
Citigroup
New York
$14K 700 +700 New
MMG
73
Monetary Management Group
Missouri
$10K 500 +500 New
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K 413 – –
GAM
75
Gemmer Asset Management
California
$5K 275 – –
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