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Fidus Investment
FDUS

Overview Fund Activity

45 hedge funds and large institutions have $52M invested in Fidus Investment in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
14
Reduced
15
Closed
4
Calls
$569K
Puts
$196K
Net Calls
+$373K
Net Calls Change
+$518K

Top Buyers

1
WFI
1
West Family Investments
California
$3.83M
2
AR
2
Advisory Research
Illinois
$565K
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$507K
4
MCM
4
McKinley Capital Management
Alaska
$332K
5
Millennium Management
5
Millennium Management
New York
$425K

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$1.01M
2
RJA
2
Raymond James & Associates
Florida
$9.84M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$365K
4
GC
4
Guggenheim Capital
Illinois
$761K
5
OCG
5
Opus Capital Group
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$9.84M 634,271 -33,272 -5%
YMRC
2
Yorktown Management & Research Company
Virginia
$6.13M 395,000 – –
AAM
3
Advisors Asset Management
Colorado
$4.85M 312,959 +1,411 +0.5%
UBS Group
4
UBS Group
Switzerland
$4.41M 284,515 -4,098 -1%
SG
5
StepStone Group
California
$4.03M 260,105 – –
WFI
6
West Family Investments
California
$3.83M 247,129 +53,771 +28%
BCM
7
Buckhead Capital Management
Georgia
$3.52M 226,910 +3,580 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.47M 223,489 +4,902 +2%
MC
9
Muzinich & Co
New York
$1.18M 76,006 – –
BG
10
BlackRock Group
United Kingdom
$1.16M 75,003 +3,829 +5%
BTS
11
BB&T Securities
Virginia
$1.01M 65,189 -34,576 -35%
Morgan Stanley
12
Morgan Stanley
New York
$917K 59,041 +1,096 +2%
VFS
13
VSR Financial Services
Kansas
$894K 57,638 – –
GC
14
Guggenheim Capital
Illinois
$761K 49,017 -21,610 -31%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$635K 40,913 -2,100 -5%
AR
16
Advisory Research
Illinois
$565K 36,449 +36,449 New
SMDAM
17
Sumitomo Mitsui DS Asset Management
Japan
$507K 32,701 +32,701 New
BW
18
Bison Wealth
Georgia
$449K 28,968 +404 +1%
Millennium Management
19
Millennium Management
New York
$425K 27,390 +13,805 +102%
OC
20
Oppenheimer & Co
New York
$406K 26,154 -100 -0.4%
Two Sigma Investments
21
Two Sigma Investments
New York
$365K 23,502 -27,291 -54%
MCM
22
McKinley Capital Management
Alaska
$332K 21,407 +21,407 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$293K 18,867 -3,261 -15%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$291K 18,770 -17,740 -49%
RJT
25
Raymond James Trust
Florida
$275K 17,699 -4,575 -21%
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