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Fidus Investment
FDUS

Overview Fund Activity

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.

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.71%
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
1
Two Sigma Advisers
New York
$8.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.1M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.71M
2
BlackRock
2
BlackRock
New York
$1.62M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$0
4
EGA
4
Eagle Global Advisors
Texas
$0
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$238K – – –
BRWA
77
B. Riley Wealth Advisors
Florida
$237K -$17.8K -927 -7%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$230K +$206K +10,755 +896%
N
79
Natixis
France
$211K -$16.7K -866 -7%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$205K +$205K +10,698 New
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$201K +$201K +10,455 +522,750%
Simplex Trading
82
Simplex Trading
Illinois
$167K +$167K +8,737 New
QT
83
Quantbot Technologies
New York
$163K +$101K +5,251 +163%
ACM
84
Aquatic Capital Management
Illinois
$161K +$161K +8,400 New
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$140K +$140K +7,300 New
Wells Fargo
86
Wells Fargo
California
$108K -$46.7K -2,432 -30%
BBHC
87
Brown Brothers Harriman & Co
New York
$102K – – –
GWSG
88
GPS Wealth Strategies Group
Colorado
$97.8K +$1.13K +59 +1%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$89.6K – – –
Comerica Bank
90
Comerica Bank
Texas
$67.8K +$67.8K +3,529 New
TRCT
91
Tower Research Capital (TRC)
New York
$59.1K +$59.1K +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