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Fidus Investment
FDUS

Overview Fund Activity

89 hedge funds and large institutions have $96.2M invested in Fidus Investment in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
25
Closed
14
Calls
$816K
Puts
$6.34M
Net Calls
-$5.52M
Net Calls Change
-$6.64M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.71M
2
QC
2
Quadrature Capital
United Kingdom
$1.09M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$569K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$758K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.49M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.66M
2
Citadel Advisors
2
Citadel Advisors
Florida
$645K
3
RJA
3
Raymond James & Associates
Florida
$12.1M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
PWS
5
Peterson Wealth Services
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$346K +$294 +15 +0.1%
HF
52
HRT Financial
New York
$342K -$59.9K -3,061 -15%
OIA
53
Optimum Investment Advisors
Illinois
$333K – – –
Marshall Wace
54
Marshall Wace
United Kingdom
$328K +$328K +16,722 New
OC
55
Oppenheimer & Co
New York
$316K -$35.2K -1,797 -10%
Bank of America
56
Bank of America
North Carolina
$304K +$18.4K +937 +6%
AWS
57
Atria Wealth Solutions
New York
$303K +$303K +15,474 New
TI
58
Trexquant Investment
Connecticut
$290K +$290K +14,792 New
VEA
59
Virtus ETF Advisers
New York
$268K -$15.4K -787 -5%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$267K -$2.1K -107 -0.8%
HWM
61
HB Wealth Management
Georgia
$267K -$112K -5,700 -30%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$265K – – –
SCA
63
Snowden Capital Advisors
New York
$262K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$260K -$74.7K -3,812 -22%
BW
65
Bison Wealth
Georgia
$244K – – –
William Blair & Company
66
William Blair & Company
Illinois
$243K – – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$241K +$2.71K +139 +1%
N
68
Natixis
France
$232K +$22.2K +1,128 +11%
JF
69
Jump Financial
Illinois
$225K +$225K +11,500 New
Wells Fargo
70
Wells Fargo
California
$158K +$20 +1 +0%
BBHC
71
Brown Brothers Harriman & Co
New York
$105K – – –
GWSG
72
GPS Wealth Strategies Group
Colorado
$98.6K +$1.04K +53 +1%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$91.5K +$91.5K +4,667 New
QT
74
Quantbot Technologies
New York
$63.2K +$63.2K +3,224 New
RFG
75
RFP Financial Group
Georgia
$58.3K +$58.3K +2,976 New
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