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Fidus Investment

64 hedge funds and large institutions have $84.2M invested in Fidus Investment in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,140% more call options, than puts

Call options by funds: $462K | Put options by funds: $5K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 6864 (-4)

8% less capital invested

Capital invested by funds: $91.3M → $84.2M (-$7.04M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
14
Reduced
20
Closed
21
Calls
$462K
Puts
$5K
Net Calls
+$457K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$14.8M -$199K -10,674 -1%
RJA
2
Raymond James & Associates
Florida
$10.6M -$43.8K -2,351 -0.5%
YMRC
3
Yorktown Management & Research Company
Virginia
$8.88M +$1.55M +83,383 +24%
BTS
4
BB&T Securities
Virginia
$7.09M -$20.2K -1,085 -3%
U
5
UBS
Switzerland
$5.83M +$818K +43,893 +18%
SG
6
StepStone Group
California
$5.34M
BCM
7
Buckhead Capital Management
Georgia
$3.29M -$588K -31,577 -16%
RFC
8
Regions Financial Corp
Alabama
$2.59M
GC
9
Guggenheim Capital
Illinois
$2.28M +$2.06M +110,773 New
Northern Trust
10
Northern Trust
Illinois
$2.27M -$1.24M -66,434 -37%
BG
11
BlackRock Group
United Kingdom
$1.63M -$86.4K -4,640 -6%
NCM
12
Novare Capital Management
North Carolina
$1.54M +$1.4M +75,224 New
Deutsche Bank
13
Deutsche Bank
Germany
$1.35M +$1.11M +59,678 +986%
VFS
14
VSR Financial Services
Kansas
$1.33M +$108K +5,816 +10%
State Street
15
State Street
Massachusetts
$1.26M -$3.38M -181,421 -75%
PP
16
Paloma Partners
Connecticut
$1.21M +$1.1M +58,793 New
Morgan Stanley
17
Morgan Stanley
New York
$1.11M +$508K +27,300 +102%
CS
18
Credit Suisse
Switzerland
$888K +$387K +20,800 +93%
COPPSERS
19
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$822K +$745K +40,006 New
BCMU
20
BlueCrest Capital Management (UK)
Guernsey
$778K +$705K +37,860 New
BCM
21
Bridgeway Capital Management
Texas
$739K
Two Sigma Investments
22
Two Sigma Investments
New York
$653K +$364K +19,551 +160%
LP
23
LMR Partners
United Kingdom
$609K +$552K +29,652 New
Bank of America
24
Bank of America
North Carolina
$492K +$446K +23,920 +239,200%
B
25
Baird
Wisconsin
$471K +$66.1K +3,549 +18%