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Fidus Investment
FDUS

Overview Fund Activity

63 hedge funds and large institutions have $86.3M invested in Fidus Investment in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
30
Reduced
9
Closed
6
Calls
$227K
Puts
$491K
Net Calls
-$264K
Net Calls Change
+$303K

Top Buyers

1
MC
1
Muzinich & Co
New York
$5.24M
2
AM
2
Ares Management
California
$6.63M
3
UBS Group
3
UBS Group
Switzerland
$7.28M
4
RJA
4
Raymond James & Associates
Florida
$13.9M
5
AR
5
Advisory Research
Illinois
$2.3M

Top Sellers

1
BW
1
Bison Wealth
Georgia
$239K
2
DTL
2
Dynamic Technology Lab
Singapore
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
RJT
4
Raymond James Trust
Florida
$406K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$217K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$13.9M 880,921 +87,715 +11%
AAM
2
Advisors Asset Management
Colorado
$8.35M 530,619 +48,037 +10%
UBS Group
3
UBS Group
Switzerland
$7.28M 463,022 +103,030 +29%
AM
4
Ares Management
California
$6.63M 421,623 +113,622 +37%
YMRC
5
Yorktown Management & Research Company
Virginia
$6.29M 400,000 +45,000 +13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.44M 346,065 +52,176 +18%
MC
7
Muzinich & Co
New York
$5.24M 333,612 +162,536 +95%
WFI
8
West Family Investments
California
$4.72M 299,830 +70,000 +30%
SG
9
StepStone Group
California
$4.09M 260,105 – –
BCM
10
Buckhead Capital Management
Georgia
$2.62M 166,830 -4,100 -2%
AR
11
Advisory Research
Illinois
$2.3M 146,313 +85,757 +142%
SMDAM
12
Sumitomo Mitsui DS Asset Management
Japan
$2.16M 137,136 +81,200 +145%
BG
13
BlackRock Group
United Kingdom
$2.07M 131,402 +37,288 +40%
Two Sigma Investments
14
Two Sigma Investments
New York
$1.97M 125,504 +52,876 +73%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$1.93M 122,784 +39,275 +47%
GC
16
Guggenheim Capital
Illinois
$1.31M 83,212 +1,489 +2%
Morgan Stanley
17
Morgan Stanley
New York
$1.17M 74,266 -6,120 -8%
BTS
18
BB&T Securities
Virginia
$848K 53,880 – –
NFA
19
Nuveen Fund Advisors
Illinois
$829K 52,732 +2,675 +5%
Millennium Management
20
Millennium Management
New York
$654K 41,600 +2,144 +5%
MCM
21
McKinley Capital Management
Alaska
$473K 30,068 +2,233 +8%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$439K 27,877 +11,120 +66%
RJT
23
Raymond James Trust
Florida
$406K 25,837 -6,549 -20%
OC
24
Oppenheimer & Co
New York
$398K 25,313 -200 -0.8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$355K 22,592 +15,097 +201%
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