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Fidus Investment

111 hedge funds and large institutions have $149M invested in Fidus Investment in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
40
Reduced
34
Closed
19
Calls
$2.14M
Puts
$191K
Net Calls
+$1.95M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Shares
Change %
KC
51
Kingfisher Capital
North Carolina
$525K
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$524K +$176K +8,903 +51%
OHWP
53
Oak Harbor Wealth Partners
North Carolina
$490K +$4.8K +243 +1%
Canada Life
54
Canada Life
Manitoba, Canada
$484K +$46.4K +2,348 +11%
DADC
55
D.A. Davidson & Co
Montana
$469K +$84.5K +4,280 +22%
SPIA
56
Steward Partners Investment Advisory
New York
$467K +$34.1K +1,726 +8%
ACM
57
Aquatic Capital Management
Illinois
$448K +$122K +6,200 +38%
STA
58
Summit Trail Advisors
New York
$444K
Osaic Holdings
59
Osaic Holdings
Arizona
$425K -$87K -4,405 -17%
PFS
60
Prospera Financial Services
Texas
$398K +$4.07K +206 +1%
Stifel Financial
61
Stifel Financial
Missouri
$375K -$13.6K -687 -3%
Bank of America
62
Bank of America
North Carolina
$357K -$17.3K -877 -5%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$352K -$59.3K -3,004 -14%
CWM
64
Cornerstone Wealth Management
Missouri
$315K +$92.5K +4,686 +42%
OC
65
Oppenheimer & Co
New York
$306K -$22.6K -1,144 -7%
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$75.1K +3,805 +34%
QT
67
Quantbot Technologies
New York
$292K +$63.8K +3,231 +28%
OIA
68
Optimum Investment Advisors
Illinois
$274K -$29.6K -1,500 -10%
HWM
69
HB Wealth Management
Georgia
$268K
BFA
70
Bragg Financial Advisors
North Carolina
$257K -$19.7K -1,000 -7%
AI
71
Atom Investors
Texas
$255K +$255K +12,903 New
BW
72
Bison Wealth
Georgia
$246K
William Blair & Company
73
William Blair & Company
Illinois
$245K
BRWA
74
B. Riley Wealth Advisors
Florida
$237K -$68.8K -3,581 -22%
N
75
Natixis
France
$216K