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Fidus Investment
FDUS

Overview Fund Activity

117 hedge funds and large institutions have $182M invested in Fidus Investment in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
48
Reduced
30
Closed
5
Calls
$553K
Puts
$1.07M
Net Calls
-$515K
Net Calls Change
-$1.23M

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
VanEck Associates
3
VanEck Associates
New York
$10.2M
4
GA
4
GraniteShares Advisors
New York
$1.48M
5
Ameriprise
5
Ameriprise
Minnesota
$1.99M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.14M
2
AR
2
Advisory Research
Illinois
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.9M
4
RJA
4
Raymond James & Associates
Florida
$11.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
51
Winton Group
United Kingdom
$524K +$144K +7,332 +38%
KC
52
Kingfisher Capital
North Carolina
$523K – – –
Osaic Holdings
53
Osaic Holdings
Arizona
$511K -$216K -10,951 -30%
OHWP
54
Oak Harbor Wealth Partners
North Carolina
$484K +$5.61K +285 +1%
STA
55
Summit Trail Advisors
New York
$443K – – –
GCP
56
GSA Capital Partners
United Kingdom
$434K +$434K +22,065 New
Canada Life
57
Canada Life
Manitoba, Canada
$432K -$40.9K -2,095 -9%
SPIA
58
Steward Partners Investment Advisory
New York
$432K +$20.4K +1,037 +5%
Jane Street
59
Jane Street
New York
$426K +$179K +9,090 +72%
VEA
60
Virtus ETF Advisers
New York
$413K -$136K -6,891 -25%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$410K +$410K +20,841 New
PFS
62
Prospera Financial Services
Texas
$393K – – –
Stifel Financial
63
Stifel Financial
Missouri
$387K +$39.7K +2,015 +11%
DADC
64
D.A. Davidson & Co
Montana
$383K – – –
Bank of America
65
Bank of America
North Carolina
$373K +$39.6K +2,010 +12%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$347K +$11.7K +595 +3%
OC
67
Oppenheimer & Co
New York
$328K +$5.69K +289 +2%
ACM
68
Aquatic Capital Management
Illinois
$325K +$160K +8,100 +96%
AWS
69
Atria Wealth Solutions
New York
$314K -$17.7K -900 -5%
BRWA
70
B. Riley Wealth Advisors
Florida
$314K +$70.5K +3,581 +29%
OIA
71
Optimum Investment Advisors
Illinois
$303K -$31.5K -1,600 -9%
SSA
72
Schonfeld Strategic Advisors
New York
$297K +$297K +15,100 New
SCA
73
Snowden Capital Advisors
New York
$281K – – –
BFA
74
Bragg Financial Advisors
North Carolina
$276K -$118K -6,000 -30%
HWM
75
HB Wealth Management
Georgia
$268K – – –
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3
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