Fidus Investment
FDUS
73 hedge funds and large institutions have $96.3M invested in Fidus Investment in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 13 closing their positions.
332% more call options, than puts
Call options by funds: $2.59M | Put options by funds: $599K
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
3% more capital invested
Capital invested by funds: $93.5M → $96.3M (+$2.73M)
1.4% less ownership
Funds ownership: 24.63% → 23.23% (-1.4%)
10% less funds holding
Funds holding: 81 → 73 (-8)
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.25M |
| 2 |
Morgan Stanley
New York
|
+$765K |
| 3 |
Two Sigma Investments
New York
|
+$695K |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$638K |
| 5 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$375K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
SEI Investments
Oaks,
Pennsylvania
| – | -$342K | -22,017 | Closed |
|
77
AllianceBernstein
Nashville,
Tennessee
| – | -$326K | -20,946 | Closed |
|
78
Goldman Sachs
New York
| – | -$197K | -12,662 | Closed |
|
|
CDH
79
Charles D. Hyman
| – | -$166K | -10,666 | Closed |
|
|
PCM
80
Pinz Capital Management
New York
| – | -$100K | -6,400 | Closed |
|
|
IAIM
81
International Assets Investment Management
Orlando,
Florida
| – | -$8K | -643 | Closed |
|
|
TRCT
82
Tower Research Capital (TRC)
New York
| – | -$9K | -600 | Closed |
|
|
BC
83
Barnett & Company
Chattanooga,
Tennessee
| – | -$5K | -300 | Closed |
|
|
AIC
84
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$3.11K | -200 | Closed |
|
|
HNB
85
Huntington National Bank
Columbus,
Ohio
| – | -$2K | -112 | Closed |
|
|
GWM
86
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -62 | Closed |
|
FDUS Hedge Fund Activity: Q2 2021 in Review
73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2021, worth a combined $96.3M — up 2.9% from $93.5M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FDUS and 6 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 27 added.
The largest buyer was Arrowstreet Capital, adding an estimated $2.25M. The largest seller was Ares Management, cutting an estimated $3.56M.
- 73 institutional investors held Fidus Investment (FDUS) as of Q2 2021, down from 81 in Q1 2021.
- Funds reported $96.3M of Fidus Investment stock for Q2 2021, up 2.9% quarter-over-quarter.
- 6 funds opened new Fidus Investment positions in Q2 2021 and 13 closed out, a net change of -7 holders.
- The largest Fidus Investment buyer in Q2 2021 was Arrowstreet Capital, an estimated $2.25M added.
- The largest Fidus Investment seller in Q2 2021 was Ares Management, an estimated $3.56M sold.
Based on aggregated 13F filings for Q2 2021.