FDUS icon

Fidus Investment
FDUS

Overview Fund Activity

47 hedge funds and large institutions have $64.1M invested in Fidus Investment in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 11 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
18
Reduced
5
Closed
11
Calls
–
Puts
$105K
Net Calls
-$105K
Net Calls Change
-$106K

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$15.5M
2
UBS Group
2
UBS Group
Switzerland
$4.31M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.37M
4
MC
4
Muzinich & Co
New York
$965K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.54M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$7.82M
2
RFC
2
Regions Financial Corp
Alabama
$0
3
DC
3
Deere & Company
Illinois
$0
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$15.5M 104,373 +67,008 +179%
RJA
2
Raymond James & Associates
Florida
$9.45M 636,424 +50,971 +9%
AAM
3
Advisors Asset Management
Colorado
$7.82M 526,891 -151,918 -22%
YMRC
4
Yorktown Management & Research Company
Virginia
$7.64M 514,405 – –
UBS Group
5
UBS Group
Switzerland
$4.31M 290,040 +290,040 New
SG
6
StepStone Group
California
$3.86M 260,105 – –
BCM
7
Buckhead Capital Management
Georgia
$2.34M 157,437 – –
GC
8
Guggenheim Capital
Illinois
$1.7M 114,170 +16,724 +17%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.54M 103,480 +55,173 +114%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$1.37M 91,900 +65,200 +244%
MC
11
Muzinich & Co
New York
$965K 65,013 +65,013 New
State Street
12
State Street
Massachusetts
$916K 61,676 +1,300 +2%
BG
13
BlackRock Group
United Kingdom
$913K 61,465 -7,149 -10%
VFS
14
VSR Financial Services
Kansas
$900K 60,638 -2,300 -4%
Millennium Management
15
Millennium Management
New York
$829K 55,812 +13 +0%
Morgan Stanley
16
Morgan Stanley
New York
$563K 37,918 +27,570 +266%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$518K 34,885 +19,584 +128%
B
18
Baird
Wisconsin
$482K 32,497 +7,568 +30%
RJT
19
Raymond James Trust
Florida
$255K 17,195 +3,000 +21%
OC
20
Oppenheimer & Co
New York
$210K 14,157 -250 -2%
KC
21
Kingfisher Capital
North Carolina
$201K 13,557 +546 +4%
WFI
22
West Family Investments
California
$198K 13,328 +13,328 New
BFA
23
Bragg Financial Advisors
North Carolina
$193K 13,011 – –
CIBC World Market
24
CIBC World Market
Ontario, Canada
$187K 12,600 +12,600 New
DCM
25
Dialectic Capital Management
Connecticut
$169K 11,381 +11,381 New
1
2 3