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Fidus Investment
FDUS

Overview Fund Activity

117 hedge funds and large institutions have $182M invested in Fidus Investment in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
48
Reduced
30
Closed
5
Calls
$553K
Puts
$1.07M
Net Calls
-$515K
Net Calls Change
-$1.23M

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
VanEck Associates
3
VanEck Associates
New York
$10.2M
4
GA
4
GraniteShares Advisors
New York
$1.48M
5
Ameriprise
5
Ameriprise
Minnesota
$1.99M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.14M
2
AR
2
Advisory Research
Illinois
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.9M
4
RJA
4
Raymond James & Associates
Florida
$11.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$254K +$82.1K +4,174 +48%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$251K -$3.01K -153 -1%
BW
78
Bison Wealth
Georgia
$245K – – –
William Blair & Company
79
William Blair & Company
Illinois
$245K – – –
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$236K -$102K -5,152 -30%
KOC
81
Koss-Olinger Consulting
Florida
$234K +$234K +11,878 New
Verition Fund Management
82
Verition Fund Management
Connecticut
$230K +$230K +11,700 New
QT
83
Quantbot Technologies
New York
$228K +$60.7K +3,082 +36%
CWM
84
Cornerstone Wealth Management
Missouri
$222K +$222K +11,251 New
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$219K -$393K -19,944 -64%
WSTAM
86
Wilbanks Smith & Thomas Asset Management
Virginia
$219K -$27K -1,372 -11%
N
87
Natixis
France
$215K – – –
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$211K +$571 +29 +0.3%
Wells Fargo
89
Wells Fargo
California
$211K +$100K +5,083 +90%
CA
90
Cetera Advisors
Colorado
$198K +$198K +10,071 New
BBHC
91
Brown Brothers Harriman & Co
New York
$192K +$87K +4,420 +83%
SIS
92
Sound Income Strategies
Florida
$163K +$142K +7,219 +698%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$122K -$83.7K -4,249 -41%
GWSG
94
GPS Wealth Strategies Group
Colorado
$100K – – –
CIA
95
Cape Investment Advisory
Georgia
$95.7K +$95.7K +4,860 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$91.9K – – –
Comerica Bank
97
Comerica Bank
Texas
$71.1K +$1.58K +80 +2%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$70.9K -$164K -8,354 -70%
FHA
99
First Horizon Advisors
Tennessee
$69.4K +$69.4K +3,527 New
RFG
100
RFP Financial Group
Georgia
$58.6K – – –
1 2 3
4
5