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Fidus Investment
FDUS

Overview Fund Activity

52 hedge funds and large institutions have $59.6M invested in Fidus Investment in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
21
Reduced
9
Closed
3
Calls
$1.01M
Puts
$202K
Net Calls
+$803K
Net Calls Change
+$430K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$11.7M
2
AAM
2
Advisors Asset Management
Colorado
$6.2M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.23M
4
WFI
4
West Family Investments
California
$4.57M
5
UBS Group
5
UBS Group
Switzerland
$5.11M

Top Sellers

1
BCM
1
Buckhead Capital Management
Georgia
$2.97M
2
YMRC
2
Yorktown Management & Research Company
Virginia
$5.73M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
BTS
4
BB&T Securities
Virginia
$798K
5
Morgan Stanley
5
Morgan Stanley
New York
$787K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$11.7M 762,937 +128,666 +20%
AAM
2
Advisors Asset Management
Colorado
$6.2M 405,894 +92,935 +30%
YMRC
3
Yorktown Management & Research Company
Virginia
$5.73M 375,000 -20,000 -5%
UBS Group
4
UBS Group
Switzerland
$5.11M 334,705 +50,190 +18%
WFI
5
West Family Investments
California
$4.57M 299,230 +52,101 +21%
SG
6
StepStone Group
California
$3.97M 260,105 – –
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.94M 257,757 +34,268 +15%
BCM
8
Buckhead Capital Management
Georgia
$2.97M 194,205 -32,705 -14%
MC
9
Muzinich & Co
New York
$1.59M 104,241 +28,235 +37%
BG
10
BlackRock Group
United Kingdom
$1.31M 85,936 +10,933 +15%
Two Sigma Investments
11
Two Sigma Investments
New York
$1.23M 80,431 +56,929 +242%
GC
12
Guggenheim Capital
Illinois
$1.06M 69,615 +20,598 +42%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$1.02M 66,613 +25,700 +63%
VFS
14
VSR Financial Services
Kansas
$880K 57,638 – –
BTS
15
BB&T Securities
Virginia
$798K 52,270 -12,919 -20%
Morgan Stanley
16
Morgan Stanley
New York
$787K 51,481 -7,560 -13%
AM
17
Ares Management
California
$732K 48,000 +48,000 New
NFA
18
Nuveen Fund Advisors
Illinois
$670K 43,872 +43,872 New
AR
19
Advisory Research
Illinois
$556K 36,421 -28 -0.1%
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$499K 32,701 – –
BW
21
Bison Wealth
Georgia
$448K 29,368 +400 +1%
Millennium Management
22
Millennium Management
New York
$433K 28,363 +973 +4%
OC
23
Oppenheimer & Co
New York
$393K 25,754 -400 -2%
MCM
24
McKinley Capital Management
Alaska
$379K 24,828 +3,421 +16%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$308K 19,970 +1,200 +6%
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