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Fidus Investment

59 hedge funds and large institutions have $88.9M invested in Fidus Investment in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

761% more call options, than puts

Call options by funds: $198K | Put options by funds: $23K

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

14% more capital invested

Capital invested by funds: $77.9M → $88.9M (+$11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6159 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
24
Reduced
17
Closed
5
Calls
$198K
Puts
$23K
Net Calls
+$175K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$11.5M +$1.91M +99,482 +20%
RJA
2
Raymond James & Associates
Florida
$9.46M +$156K +8,137 +2%
BTS
3
BB&T Securities
Virginia
$8.5M -$42K -2,186 -5%
BFA
4
BlackRock Fund Advisors
California
$7.67M +$734K +38,223 +11%
YMRC
5
Yorktown Management & Research Company
Virginia
$6.77M
SG
6
StepStone Group
California
$5.05M
State Street
7
State Street
Massachusetts
$4.53M +$128K +6,650 +3%
U
8
UBS
Switzerland
$3.58M +$173K +9,037 +5%
Northern Trust
9
Northern Trust
Illinois
$3.56M -$199K -10,360 -5%
BIT
10
BlackRock Institutional Trust
California
$3.44M +$145K +7,534 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.16M +$337K +17,557 +12%
Vanguard Group
12
Vanguard Group
Pennsylvania
$2.7M +$88.8K +4,625 +3%
CIM
13
Confluence Investment Management
Missouri
$2.01M -$572K -29,823 -22%
BCM
14
Buckhead Capital Management
Georgia
$1.54M -$1.15K -60 -0.1%
BG
15
BlackRock Group
United Kingdom
$1.45M +$1.43M +74,603 New
TCIM
16
TIAA CREF Investment Management
New York
$1.21M +$5.07K +264 +0.4%
VFS
17
VSR Financial Services
Kansas
$1.17M -$125K -6,487 -10%
GC
18
Guggenheim Capital
Illinois
$1.16M +$105K +5,492 +10%
BIM
19
BlackRock Investment Management
Delaware
$936K +$14.9K +775 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$918K +$88.2K +4,593 +11%
Morgan Stanley
21
Morgan Stanley
New York
$712K -$548K -28,549 -44%
BCM
22
Bridgeway Capital Management
Texas
$698K -$912K -47,500 -57%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$479K +$15.8K +824 +3%
NFA
24
Nationwide Fund Advisors
Ohio
$400K +$12.6K +657 +3%
GCP
25
GSA Capital Partners
United Kingdom
$384K -$380K -19,800 -50%