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Fidus Investment
FDUS

107 hedge funds and large institutions have $134M invested in Fidus Investment in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,795% more call options, than puts

Call options by funds: $758K | Put options by funds: $40K

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

39% more capital invested

Capital invested by funds: $96.2M → $134M (+$37.8M)

20% more funds holding

Funds holding: 89 → 107 (+18)

7.96% more ownership

Funds ownership: 19.64% → 27.59% (+8%)

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
18
Closed
3
Calls
$758K
Puts
$40K
Net Calls
+$718K
Net Calls Change
+$6.24M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.29M
2
Two Sigma Investments
Two Sigma Investments
New York
+$5.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.79M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.04M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.99M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$768K
2
BlackRock
BlackRock
New York
-$716K
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$641K
4
EGA
Eagle Global Advisors
Texas
-$389K
5
HF
HRT Financial
New York
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
51
Trexquant Investment
Connecticut
$505K +$227K +11,534 +78%
CCIA
52
Campbell & Co Investment Adviser
Maryland
$505K +$518K +26,289 New
OHWP
53
Oak Harbor Wealth Partners
North Carolina
$467K +$8.94K +454 +2%
Canada Life
54
Canada Life
Manitoba, Canada
$465K +$25.5K +1,293 +6%
PI
55
Putnam Investments
Massachusetts
$462K -$107K -5,420 -18%
STA
56
Summit Trail Advisors
New York
$432K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$401K +$25.2K +1,279 +7%
BFA
58
Bragg Financial Advisors
North Carolina
$384K – – –
PFS
59
Prospera Financial Services
Texas
$383K – – –
DADC
60
D.A. Davidson & Co
Montana
$374K -$88.6K -4,500 -19%
WG
61
Winton Group
United Kingdom
$371K +$380K +19,299 New
Stifel Financial
62
Stifel Financial
Missouri
$339K +$276 +14 +0.1%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$328K +$94K +4,771 +39%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$327K -$19.1K -968 -5%
OIA
65
Optimum Investment Advisors
Illinois
$326K – – –
Bank of America
66
Bank of America
North Carolina
$326K +$28.7K +1,455 +9%
AWS
67
Atria Wealth Solutions
New York
$324K +$27.2K +1,379 +9%
OC
68
Oppenheimer & Co
New York
$314K +$4.88K +248 +2%
SCA
69
Snowden Capital Advisors
New York
$274K +$17.7K +901 +7%
HWM
70
HB Wealth Management
Georgia
$261K – – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$248K -$14.4K -732 -5%
DTL
72
Dynamic Technology Lab
Singapore
$243K +$249K +12,653 New
Jane Street
73
Jane Street
New York
$241K +$247K +12,559 New
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$240K -$20.2K -1,026 -8%
BW
75
Bison Wealth
Georgia
$239K – – –
1 2
3
4 5

FDUS Hedge Fund Activity: Q3 2023 in Review

107 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2023, worth a combined $134M — up 39% from $96.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FDUS positions and 3 closed out — a net gain of 18 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $6.29M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $768K.

  • 107 institutional investors held Fidus Investment (FDUS) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $134M of Fidus Investment stock for Q3 2023, up 39% quarter-over-quarter.
  • 21 funds opened new Fidus Investment positions in Q3 2023 and 3 closed out, a net change of +18 holders.
  • The largest Fidus Investment buyer in Q3 2023 was Two Sigma Advisers, an estimated $6.29M added.
  • The largest Fidus Investment seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $768K sold.

Based on aggregated 13F filings for Q3 2023.