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Fidus Investment
FDUS
FDUS
77 hedge funds and large institutions have $112M invested in Fidus Investment in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
3% more funds holding
Funds holding: 75 → 77 (+2)
1% more capital invested
Capital invested by funds: $111M → $112M (+$765K)
0.2% more ownership
Funds ownership: 30.58% → 30.78% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
21
Closed
10
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$47K
Top Buyers
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.49M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.1M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$994K |
| 5 |
VanEck Associates
New York
|
+$726K |
Top Sellers
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.37M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$1.32M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.05M |
| 4 |
Two Sigma Investments
New York
|
-$760K |
| 5 |
STA
Summit Trail Advisors
New York
|
-$673K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
76
Wedge Capital Management
Charlotte,
North Carolina
| – | -$1.32M | -89,288 | Closed |
|
|
77
Invesco
Atlanta,
Georgia
| – | -$1.05M | -70,888 | Closed |
|
|
STA
78
Summit Trail Advisors
New York
| – | -$673K | -45,388 | Closed |
|
79
Squarepoint
New York
| – | -$284K | -19,178 | Closed |
|
80
Russell Investments Group
London,
United Kingdom
| – | -$179K | -12,065 | Closed |
|
81
Victory Capital Management
San Antonio,
Texas
| – | -$65K | -4,405 | Closed |
|
|
FEM
82
Fulcrum Equity Management
Plano,
Texas
| – | -$23K | -1,585 | Closed |
|
|
CIAS
83
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$15K | -1,000 | Closed |
|
|
S
84
SignatureFD
Atlanta,
Georgia
| – | -$12K | -800 | Closed |
|
85
Barclays
London,
United Kingdom
| – | -$391 | -26 | -96% |
|
86
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | New |
|