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Fidus Investment
FDUS

Overview Fund Activity

68 hedge funds and large institutions have $91.3M invested in Fidus Investment in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
20
Reduced
18
Closed
4
Calls
$543K
Puts
–
Net Calls
+$543K
Net Calls Change
+$565K

Top Buyers

1
BCM
1
Buckhead Capital Management
Georgia
$3.7M
2
BTS
2
BB&T Securities
Virginia
$6.88M
3
AAM
3
Advisors Asset Management
Colorado
$14.1M
4
Millennium Management
4
Millennium Management
New York
$943K
5
U
5
UBS
Switzerland
$4.63M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$430K
2
GC
2
Guggenheim Capital
Illinois
$0
3
RJA
3
Raymond James & Associates
Florida
$10M
4
NCM
4
Novare Capital Management
North Carolina
$0
5
Northern Trust
5
Northern Trust
Illinois
$3.42M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$14.1M 729,232 +53,408 +8%
RJA
2
Raymond James & Associates
Florida
$10M 519,482 -39,981 -7%
BFA
3
BlackRock Fund Advisors
California
$7.53M 389,733 +8,252 +2%
BTS
4
BB&T Securities
Virginia
$6.88M 35,620 +5,645 +19%
YMRC
5
Yorktown Management & Research Company
Virginia
$6.74M 349,100 – –
SG
6
StepStone Group
California
$5.02M 260,105 – –
State Street
7
State Street
Massachusetts
$4.69M 242,797 +9,554 +4%
U
8
UBS
Switzerland
$4.63M 239,779 +39,809 +20%
BCM
9
Buckhead Capital Management
Georgia
$3.7M 191,494 +74,200 +63%
Northern Trust
10
Northern Trust
Illinois
$3.42M 177,174 -16,510 -9%
BIT
11
BlackRock Institutional Trust
California
$3.04M 157,391 -5,976 -4%
RFC
12
Regions Financial Corp
Alabama
$2.43M 125,893 +290 +0.2%
BG
13
BlackRock Group
United Kingdom
$1.62M 83,893 +7,303 +10%
TCIM
14
TIAA CREF Investment Management
New York
$1.17M 60,448 – –
VFS
15
VSR Financial Services
Kansas
$1.14M 59,122 -279 -0.5%
Millennium Management
16
Millennium Management
New York
$943K 48,833 +48,833 New
BIM
17
BlackRock Investment Management
Delaware
$914K 47,308 +216 +0.5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$889K 46,031 -361 -0.8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$711K 36,814 -2,393 -6%
BCM
20
Bridgeway Capital Management
Texas
$695K 36,000 – –
Goldman Sachs
21
Goldman Sachs
New York
$638K 33,022 +12,110 +58%
AR
22
Advisory Research
Illinois
$574K 29,710 – –
SMDAM
23
Sumitomo Mitsui DS Asset Management
Japan
$573K 29,710 – –
Morgan Stanley
24
Morgan Stanley
New York
$519K 26,816 -7,675 -22%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$479K 24,796 – –
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