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Fidus Investment
FDUS

79 hedge funds and large institutions have $58.5M invested in Fidus Investment in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

88,900% more call options, than puts

Call options by funds: $890K | Put options by funds: $1K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 76 → 79 (+3)

1.86% less ownership

Funds ownership: 26.35% → 24.49% (-1.9%)

6% less capital invested

Capital invested by funds: $62.1M → $58.5M (-$3.65M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
19
Reduced
28
Closed
11
Calls
$890K
Puts
$1K
Net Calls
+$889K
Net Calls Change
+$616K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$701K
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$689K
3
Morgan Stanley
Morgan Stanley
New York
+$549K
4
Two Sigma Investments
Two Sigma Investments
New York
+$509K
5
CRC
Curi RMB Capital
Illinois
+$382K

Top Sellers

Rank Fund Capital Flow
1
WFI
West Family Investments
California
-$1.55M
2
KCM
Kennedy Capital Management
Missouri
-$1.39M
3
EBT
Enterprise Bank & Trust
Massachusetts
-$1.37M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.3M
5
RJA
Raymond James & Associates
Florida
-$989K
Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
76
Nachman Norwood & Parrott
South Carolina
$1K +$597 +62 New
Group One Trading
77
Group One Trading
Illinois
$1K +$962 +100 New
HNB
78
Huntington National Bank
Ohio
$1K +$1.08K +112 New
Millennium Management
79
Millennium Management
New York
$717 +$701K +72,810 New
DTL
80
Dynamic Technology Lab
Singapore
– -$257K -28,345 Closed
LNC
81
Lincoln National Corp
Pennsylvania
– -$163K -17,968 Closed
FAAS
82
First Allied Advisory Services
California
– -$113K -12,420 Closed
CANY
83
Caxton Associates (New York)
New York
– -$111K -12,222 Closed
1W
84
1776 Wealth
Georgia
– -$68K -7,531 Closed
TI
85
tru Independence
Oregon
– -$44 -4,800 Closed
PAG
86
Private Advisor Group
New Jersey
– -$18K -2,034 Closed
CAN
87
Cetera Advisor Networks
California
– -$15K -1,663 Closed
Simplex Trading
88
Simplex Trading
Illinois
– -$14.1K -1,461 Closed
LFG
89
Larson Financial Group
Missouri
– -$3K -337 Closed
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -100 Closed
1 2 3
4

FDUS Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2020, worth a combined $58.5M — down 5.9% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FDUS positions and 11 closed out — a net gain of 3 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $701K. The largest seller was West Family Investments, cutting an estimated $1.55M.

  • 79 institutional investors held Fidus Investment (FDUS) as of Q3 2020, up from 76 in Q2 2020.
  • Funds reported $58.5M of Fidus Investment stock for Q3 2020, down 5.9% quarter-over-quarter.
  • 14 funds opened new Fidus Investment positions in Q3 2020 and 11 closed out, a net change of +3 holders.
  • The largest Fidus Investment buyer in Q3 2020 was Millennium Management, an estimated $701K added.
  • The largest Fidus Investment seller in Q3 2020 was West Family Investments, an estimated $1.55M sold.

Based on aggregated 13F filings for Q3 2020.