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Fidus Investment
FDUS

Overview Fund Activity

92 hedge funds and large institutions have $95.1M invested in Fidus Investment in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 17 closing their positions.

Holders
92
Holders Change
-8
Holders Change %
-8%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
33
Closed
17
Calls
$1.45M
Puts
$331K
Net Calls
+$1.12M
Net Calls Change
+$287K

Top Buyers

1
PWS
1
Peterson Wealth Services
Utah
$1.06M
2
VanEck Associates
2
VanEck Associates
New York
$6.57M
3
PI
3
Putnam Investments
Massachusetts
$512K
4
HF
4
HRT Financial
New York
$391K
5
NA
5
NewEdge Advisors
Louisiana
$1.75M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$2.42M
3
Millennium Management
3
Millennium Management
New York
$420K
4
CAN
4
Cetera Advisor Networks
California
$0
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$25.7K – – –
AWM
77
Activest Wealth Management
Florida
$21.9K +$21.9K +1,150 New
CM
78
Cornerstone Management
Georgia
$21K – – –
HDIM
79
Hanson & Doremus Investment Management
Vermont
$20K – – –
SIS
80
Sound Income Strategies
Florida
$19.7K – – –
CWM
81
Cedar Wealth Management
California
$18.9K – – –
ASN
82
Advisory Services Network
Georgia
$18.1K +$57 +3 +0.3%
AIP
83
Ahrens Investment Partners
Louisiana
$17.9K +$17.9K +939 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$12K -$17.9K -915 -60%
AWM
85
AllSquare Wealth Management
New York
$9.54K – – –
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.88K – – –
Acadian Asset Management
87
Acadian Asset Management
Massachusetts
$7K -$89.3K -4,910 -93%
Nomura Asset Management
88
Nomura Asset Management
Japan
$6.94K +$6.94K +364 New
AAS
89
Ameritas Advisory Services
Nebraska
$3.73K +$3.73K +200 New
GWM
90
Geneos Wealth Management
Colorado
$1.91K – – –
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$341 -$6 -303 -2%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$19 – – –
CAN
93
Cetera Advisor Networks
California
– -$696K -36,588 Closed
PNAA
94
Pictet North America Advisors
Switzerland
– -$607K -31,912 Closed
BPC
95
Banque Pictet & Cie
Switzerland
– -$607K -31,912 Closed
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
– -$293K -15,383 Closed
AWM
97
Apollon Wealth Management
South Carolina
– -$282K -14,815 Closed
AWA
98
Arete Wealth Advisors
Illinois
– -$279M -14,650 Closed
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
– -$133K -7,000 Closed
OWA
100
One Wealth Advisors
California
– -$92.1K -4,839 Closed
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4
5