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Fidus Investment
FDUS

Overview Fund Activity

56 hedge funds and large institutions have $70.6M invested in Fidus Investment in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
26
Reduced
8
Closed
5
Calls
$239K
Puts
$806K
Net Calls
-$567K
Net Calls Change
-$1.37M

Top Buyers

1
AM
1
Ares Management
California
$4.85M
2
AAM
2
Advisors Asset Management
Colorado
$7.6M
3
MC
3
Muzinich & Co
New York
$2.69M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.63M
5
RJA
5
Raymond James & Associates
Florida
$12.5M

Top Sellers

1
WFI
1
West Family Investments
California
$4.72M
2
BCM
2
Buckhead Capital Management
Georgia
$2.69M
3
YMRC
3
Yorktown Management & Research Company
Virginia
$5.59M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
PFS
5
Prospera Financial Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$12.5M 793,206 +30,269 +4%
AAM
2
Advisors Asset Management
Colorado
$7.6M 482,582 +76,688 +19%
UBS Group
3
UBS Group
Switzerland
$5.67M 359,992 +25,287 +8%
YMRC
4
Yorktown Management & Research Company
Virginia
$5.59M 355,000 -20,000 -5%
AM
5
Ares Management
California
$4.85M 308,001 +260,001 +542%
WFI
6
West Family Investments
California
$4.72M 229,830 -69,400 -23%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.63M 293,889 +36,132 +14%
SG
8
StepStone Group
California
$4.1M 260,105 – –
MC
9
Muzinich & Co
New York
$2.69M 171,076 +66,835 +64%
BCM
10
Buckhead Capital Management
Georgia
$2.69M 170,930 -23,275 -12%
BG
11
BlackRock Group
United Kingdom
$1.48M 94,114 +8,178 +10%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$1.32M 83,509 +16,896 +25%
GC
13
Guggenheim Capital
Illinois
$1.29M 81,723 +12,108 +17%
Morgan Stanley
14
Morgan Stanley
New York
$1.27M 80,386 +28,905 +56%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.14M 72,628 -7,803 -10%
AR
16
Advisory Research
Illinois
$954K 60,556 +24,135 +66%
SMDAM
17
Sumitomo Mitsui DS Asset Management
Japan
$880K 55,936 +23,235 +71%
BTS
18
BB&T Securities
Virginia
$848K 53,880 +1,610 +3%
NFA
19
Nuveen Fund Advisors
Illinois
$788K 50,057 +6,185 +14%
Millennium Management
20
Millennium Management
New York
$621K 39,456 +11,093 +39%
RJT
21
Raymond James Trust
Florida
$510K 32,386 +13,621 +73%
BW
22
Bison Wealth
Georgia
$456K 28,968 -400 -1%
MCM
23
McKinley Capital Management
Alaska
$438K 27,835 +3,007 +12%
OC
24
Oppenheimer & Co
New York
$402K 25,513 -241 -0.9%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$315K 19,970 – –
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