FDUS icon

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 %
MIA
101
MeadowBrook Investment Advisors
Michigan
$56.7K +$56.7K +2,880 New
SWM
102
Spire Wealth Management
Virginia
$46.2K +$12.1K +613 +35%
CAL
103
Capital Advisors Ltd
Ohio
$44K – – –
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$25.6K -$118K -6,000 -82%
AWM
105
Activest Wealth Management
Florida
$22.6K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$20.9K -$39.7K -2,014 -65%
HDIM
107
Hanson & Doremus Investment Management
Vermont
$20K – – –
CWM
108
Cedar Wealth Management
California
$19.5K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$14.8K -$11.8K -600 -44%
ASN
110
Advisory Services Network
Georgia
$13K +$13K +659 New
Citigroup
111
Citigroup
New York
$10K +$6.05K +307 +152%
NS
112
NBC Securities
Alabama
$10K +$2.8K +144 +39%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.13K – – –
AWM
114
Avior Wealth Management
Nebraska
$5.36K – – –
Nomura Asset Management
115
Nomura Asset Management
Japan
$3.01K – – –
GWM
116
Geneos Wealth Management
Colorado
$1.97K – – –
AR
117
Advisory Research
Illinois
– -$922K -48,002 Closed
HWAM
118
Hennion & Walsh Asset Management
New Jersey
– -$623K -32,427 Closed
Marshall Wace
119
Marshall Wace
United Kingdom
– -$531K -27,662 Closed
DTL
120
Dynamic Technology Lab
Singapore
– -$243K -12,653 Closed
Group One Trading
121
Group One Trading
Illinois
– -$7.32K -381 Closed
1 2 3 4
5