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Fidus Investment
FDUS

Overview Fund Activity

46 hedge funds and large institutions have $49.2M invested in Fidus Investment in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Novare Capital Management
North Carolina
$2.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.67M
3
WFI
3
West Family Investments
California
$1.51M
4
BCM
4
Buckhead Capital Management
Georgia
$3.08M
5
OCG
5
Opus Capital Group
Ohio
$300K

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$5.99M
2
AAM
2
Advisors Asset Management
Colorado
$5.42M
3
UBS Group
3
UBS Group
Switzerland
$3.88M
4
RJA
4
Raymond James & Associates
Florida
$9.79M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$9.79M 710,429 -31,435 -4%
YMRC
2
Yorktown Management & Research Company
Virginia
$5.99M 435,000 -79,405 -15%
AAM
3
Advisors Asset Management
Colorado
$5.42M 393,495 -73,607 -16%
UBS Group
4
UBS Group
Switzerland
$3.88M 281,696 -38,618 -12%
SG
5
StepStone Group
California
$3.58M 260,105 – –
BCM
6
Buckhead Capital Management
Georgia
$3.08M 223,350 +51,203 +30%
NCM
7
Novare Capital Management
North Carolina
$2.8M 203,324 +203,324 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.67M 193,852 +121,616 +168%
WFI
9
West Family Investments
California
$1.51M 109,784 +81,968 +295%
BTS
10
BB&T Securities
Virginia
$1.5M 108,874 -4,582 -4%
BG
11
BlackRock Group
United Kingdom
$1.05M 76,211 -5,717 -7%
MC
12
Muzinich & Co
New York
$1.05M 76,006 – –
GC
13
Guggenheim Capital
Illinois
$987K 71,572 -18,420 -20%
VFS
14
VSR Financial Services
Kansas
$836K 60,638 – –
Morgan Stanley
15
Morgan Stanley
New York
$688K 49,895 -3,141 -6%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$557K 39,900 -1,700 -4%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$519K 37,655 +6,542 +21%
BW
18
Bison Wealth
Georgia
$394K 28,564 +256 +0.9%
RJT
19
Raymond James Trust
Florida
$330K 23,915 +265 +1%
OCG
20
Opus Capital Group
Ohio
$300K 21,788 +21,788 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$292K 21,166 -8,435 -28%
Northern Trust
22
Northern Trust
Illinois
$237K 17,233 +17,233 New
OC
23
Oppenheimer & Co
New York
$219K 15,900 +2,700 +20%
KC
24
Kingfisher Capital
North Carolina
$187K 13,599 +15 +0.1%
BFA
25
Bragg Financial Advisors
North Carolina
$179K 13,011 – –
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