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Fidus Investment

47 hedge funds and large institutions have $67M invested in Fidus Investment in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $64.1M → $67M (+$2.94M)

0% more funds holding

Funds holding: 4747 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
47
Holders Change
Holders Change %
0%
% 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
6
Increased
17
Reduced
10
Closed
6
Calls
$294K
Puts
Net Calls
+$294K
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$16M -$6.34K -400 -0.4%
RJA
2
Raymond James & Associates
Florida
$11M +$1.28M +80,810 +13%
YMRC
3
Yorktown Management & Research Company
Virginia
$7.91M
AAM
4
Advisors Asset Management
Colorado
$7.4M -$721K -45,487 -9%
UBS Group
5
UBS Group
Switzerland
$4.77M +$322K +20,328 +7%
SG
6
StepStone Group
California
$4M
BCM
7
Buckhead Capital Management
Georgia
$2.64M +$229K +14,430 +9%
GC
8
Guggenheim Capital
Illinois
$1.8M +$45.3K +2,856 +3%
BG
9
BlackRock Group
United Kingdom
$1.3M +$364K +22,968 +37%
MC
10
Muzinich & Co
New York
$1.04M +$47.5K +3,000 +5%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$965K -$461K -29,100 -32%
VFS
12
VSR Financial Services
Kansas
$932K
Morgan Stanley
13
Morgan Stanley
New York
$893K +$320K +20,200 +53%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$671K +$139K +8,741 +25%
B
15
Baird
Wisconsin
$577K +$79.5K +5,019 +15%
WFI
16
West Family Investments
California
$534K +$339K +21,400 +161%
Two Sigma Investments
17
Two Sigma Investments
New York
$526K -$1.1M -69,257 -67%
DCM
18
Dialectic Capital Management
Connecticut
$508K +$343K +21,619 +190%
BW
19
Bison Wealth
Georgia
$422K +$436K +27,488 New
RJT
20
Raymond James Trust
Florida
$342K +$80K +5,045 +29%
State Street
21
State Street
Massachusetts
$300K -$668K -42,176 -68%
Millennium Management
22
Millennium Management
New York
$268K -$608K -38,354 -69%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$265K +$273K +17,244 New
KC
24
Kingfisher Capital
North Carolina
$209K +$206 +13 +0.1%
PP
25
PDT Partners
New York
$201K +$208K +13,101 New