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Fidus Investment
FDUS

Overview Fund Activity

109 hedge funds and large institutions have $150M invested in Fidus Investment in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
47
Reduced
35
Closed
16
Calls
$1.52M
Puts
$196K
Net Calls
+$1.32M
Net Calls Change
+$551K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$15.8M
2
TI
2
Trexquant Investment
Connecticut
$2.29M
3
Invesco
3
Invesco
Georgia
$11.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.75M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$976K

Top Sellers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$6.8M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$6.2M
3
FCM
3
FJ Capital Management
Virginia
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
AI
5
Atom Investors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$457K -$6.78K -346 -1%
SPIA
52
Steward Partners Investment Advisory
New York
$445K -$24.7K -1,260 -5%
STA
53
Summit Trail Advisors
New York
$441K – – –
Credit Agricole
54
Credit Agricole
France
$423K +$423K +21,599 New
OHWP
55
Oak Harbor Wealth Partners
North Carolina
$411K -$3.43K -175 -0.8%
CA
56
Clearstead Advisors
Ohio
$400K +$1.69K +86 +0.4%
PFS
57
Prospera Financial Services
Texas
$391K -$4.04K -206 -1%
CWM
58
Cornerstone Wealth Management
Missouri
$381K +$36K +1,838 +10%
Stifel Financial
59
Stifel Financial
Missouri
$369K -$8.06K -411 -2%
GC
60
Grimes & Company
Massachusetts
$364K +$53.7K +2,742 +17%
Northern Trust
61
Northern Trust
Illinois
$355K +$355K +18,090 New
Bank of America
62
Bank of America
North Carolina
$341K -$6.9K -352 -2%
OIA
63
Optimum Investment Advisors
Illinois
$340K +$67.1K +3,425 +25%
KOC
64
Koss-Olinger Consulting
Florida
$337K – – –
OC
65
Oppenheimer & Co
New York
$308K +$4.25K +217 +1%
YIH
66
Y-Intercept (HK)
Hong Kong
$307K -$590K -30,095 -66%
GCM
67
Greenland Capital Management
New York
$294K +$294K +15,000 New
Wells Fargo
68
Wells Fargo
California
$271K -$72.3K -3,688 -21%
PP
69
Paloma Partners
Connecticut
$268K +$268K +13,664 New
HWM
70
HB Wealth Management
Georgia
$267K – – –
Osaic Holdings
71
Osaic Holdings
Arizona
$263K -$117K -5,958 -31%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$263K +$25.4K +1,298 +11%
BFA
73
Bragg Financial Advisors
North Carolina
$255K – – –
SWP
74
Stratos Wealth Partners
Ohio
$248K +$248K +12,674 New
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$240K -$11.7K -599 -5%
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