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Fidus Investment
FDUS

107 hedge funds and large institutions have $134M invested in Fidus Investment in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,795% more call options, than puts

Call options by funds: $758K | Put options by funds: $40K

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

39% more capital invested

Capital invested by funds: $96.2M → $134M (+$37.8M)

20% more funds holding

Funds holding: 89 → 107 (+18)

7.96% more ownership

Funds ownership: 19.64% → 27.59% (+8%)

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
18
Closed
3
Calls
$758K
Puts
$40K
Net Calls
+$718K
Net Calls Change
+$6.24M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.29M
2
Two Sigma Investments
Two Sigma Investments
New York
+$5.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.79M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.04M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.99M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$768K
2
BlackRock
BlackRock
New York
-$716K
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$641K
4
EGA
Eagle Global Advisors
Texas
-$389K
5
HF
HRT Financial
New York
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$238K – – –
BRWA
77
B. Riley Wealth Advisors
Florida
$237K -$18.3K -927 -7%
JP Morgan Chase
78
JP Morgan Chase
New York
$230K +$212K +10,755 +896%
N
79
Natixis
France
$211K -$17.1K -866 -7%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$205K +$211K +10,698 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$201K +$206K +10,455 +522,750%
Simplex Trading
82
Simplex Trading
Illinois
$167K +$172K +8,737 New
QT
83
Quantbot Technologies
New York
$163K +$103K +5,251 +163%
ACM
84
Aquatic Capital Management
Illinois
$161K +$165K +8,400 New
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$140K +$144K +7,300 New
Wells Fargo
86
Wells Fargo
California
$108K -$47.9K -2,432 -30%
BBHC
87
Brown Brothers Harriman & Co
New York
$102K – – –
GWSG
88
GPS Wealth Strategies Group
Colorado
$97.8K +$1.16K +59 +1%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$89.6K – – –
Comerica Bank
90
Comerica Bank
Texas
$67.8K +$69.5K +3,529 New
TRCT
91
Tower Research Capital (TRC)
New York
$59.1K +$60.6K +3,076 New
RFG
92
RFP Financial Group
Georgia
$57.1K – – –
CAL
93
Capital Advisors Ltd
Ohio
$43K – – –
SWM
94
Spire Wealth Management
Virginia
$33.4K – – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$25.9K – – –
AWM
96
Activest Wealth Management
Florida
$22.1K – – –
HDIM
97
Hanson & Doremus Investment Management
Vermont
$20K – – –
SIS
98
Sound Income Strategies
Florida
$19.8K – – –
CWM
99
Cedar Wealth Management
California
$19K – – –
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.93K – – –
1 2 3
4
5

FDUS Hedge Fund Activity: Q3 2023 in Review

107 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2023, worth a combined $134M — up 39% from $96.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FDUS positions and 3 closed out — a net gain of 18 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $6.29M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $768K.

  • 107 institutional investors held Fidus Investment (FDUS) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $134M of Fidus Investment stock for Q3 2023, up 39% quarter-over-quarter.
  • 21 funds opened new Fidus Investment positions in Q3 2023 and 3 closed out, a net change of +18 holders.
  • The largest Fidus Investment buyer in Q3 2023 was Two Sigma Advisers, an estimated $6.29M added.
  • The largest Fidus Investment seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $768K sold.

Based on aggregated 13F filings for Q3 2023.