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.
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%)
Top Buyers
| 1 |
Two Sigma Advisers
New York
|
+$6.29M |
| 2 |
Two Sigma Investments
New York
|
+$5.8M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.79M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.04M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.99M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Group One Trading
Chicago,
Illinois
| $7.32K | +$7.5K | +381 | New |
|
|
NS
102
NBC Securities
Birmingham,
Alabama
| $7K | +$7.31K | +371 | New |
|
|
AWM
103
Avior Wealth Management
Omaha,
Nebraska
| $5.22K | +$5.36K | +272 | New |
|
104
Citigroup
New York
| $3.88K | +$3.58K | +182 | +910% |
|
105
Nomura Asset Management
Tokyo,
Japan
| $2.94K | -$4.16K | -211 | -58% |
|
|
GWM
106
Geneos Wealth Management
Englewood,
Colorado
| $1.92K | – | – | – |
|
107
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$641K | -32,573 | Closed |
|
|
EGA
108
Eagle Global Advisors
Houston,
Texas
| – | -$389K | -19,830 | Closed |
|
|
HF
109
HRT Financial
New York
| – | -$342K | -17,478 | Closed |
|
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.