Fidus Investment
FDUS
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.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
7% more funds holding
Funds holding: 43 → 46 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $50.3M → $49.2M (-$1.04M)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
+$2.98M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.78M |
| 3 |
WFI
West Family Investments
Carlsbad,
California
|
+$1.2M |
| 4 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
+$750K |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$1.16M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.08M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$566K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$461K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$362K |
FDUS Hedge Fund Activity: Q3 2015 in Review
46 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2015, worth a combined $49.2M — down 2.1% from $50.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDUS positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Novare Capital Management, opening a new position worth an estimated $2.98M. The largest seller was Yorktown Management & Research Company, cutting an estimated $1.16M.
- 46 institutional investors held Fidus Investment (FDUS) as of Q3 2015, up from 43 in Q2 2015.
- Funds reported $49.2M of Fidus Investment stock for Q3 2015, down 2.1% quarter-over-quarter.
- 7 funds opened new Fidus Investment positions in Q3 2015 and 4 closed out, a net change of +3 holders.
- The largest Fidus Investment buyer in Q3 2015 was Novare Capital Management, an estimated $2.98M added.
- The largest Fidus Investment seller in Q3 2015 was Yorktown Management & Research Company, an estimated $1.16M sold.
Based on aggregated 13F filings for Q3 2015.