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Fidus Investment
FDUS

Overview Fund Activity

114 hedge funds and large institutions have $152M invested in Fidus Investment in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
34
Closed
7
Calls
$1.01M
Puts
$241K
Net Calls
+$769K
Net Calls Change
-$1.18M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$11M
2
VanEck Associates
2
VanEck Associates
New York
$14.1M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$1.52M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.86M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.09M
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$10.6M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$357K
5
JF
5
Jump Financial
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
51
Canada Life
Manitoba, Canada
$485K +$7.8K +400 +2%
SPIA
52
Steward Partners Investment Advisory
New York
$467K +$6.1K +313 +1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$461K +$252K +12,958 +121%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$458K +$110K +5,657 +32%
STA
55
Summit Trail Advisors
New York
$438K – – –
OHWP
56
Oak Harbor Wealth Partners
North Carolina
$412K -$71.6K -3,674 -15%
CA
57
Clearstead Advisors
Ohio
$396K +$396K +20,320 New
PFS
58
Prospera Financial Services
Texas
$393K – – –
Osaic Holdings
59
Osaic Holdings
Arizona
$377K -$42.3K -2,172 -10%
Stifel Financial
60
Stifel Financial
Missouri
$375K +$5.1K +262 +1%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$357K -$1.11M -56,969 -76%
Bank of America
62
Bank of America
North Carolina
$346K -$6.72K -345 -2%
CWM
63
Cornerstone Wealth Management
Missouri
$343K +$32.4K +1,662 +10%
Wells Fargo
64
Wells Fargo
California
$341K +$256K +13,158 +303%
KOC
65
Koss-Olinger Consulting
Florida
$335K +$335K +17,205 New
GC
66
Grimes & Company
Massachusetts
$309K +$309K +15,840 New
OC
67
Oppenheimer & Co
New York
$302K +$19 +1 +0%
Goldman Sachs
68
Goldman Sachs
New York
$280K +$280K +14,380 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$277K +$156K +8,014 +129%
CCIA
70
Campbell & Co Investment Adviser
Maryland
$275K +$275K +14,092 New
OIA
71
Optimum Investment Advisors
Illinois
$271K – – –
HWM
72
HB Wealth Management
Georgia
$265K – – –
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$256K -$513K -26,300 -67%
BFA
74
Bragg Financial Advisors
North Carolina
$253K – – –
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$251K +$41.7K +2,140 +20%
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