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Fidus Investment

60 hedge funds and large institutions have $113M invested in Fidus Investment in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

84,700% more call options, than puts

Call options by funds: $848K | Put options by funds: $1K

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $86.3M → $113M (+$27M)

3.8% more ownership

Funds ownership: 24.92%28.73% (+3.8%)

5% less funds holding

Funds holding: 6360 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
26
Reduced
10
Closed
8
Calls
$848K
Puts
$1K
Net Calls
+$847K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$16.1M +$622K +37,455 +4%
MC
2
Muzinich & Co
New York
$13.8M +$7.54M +454,028 +136%
UBS Group
3
UBS Group
Switzerland
$9.84M +$1.61M +96,885 +21%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.49M +$1.33M +79,985 +23%
YMRC
5
Yorktown Management & Research Company
Virginia
$7.03M
AAM
6
Advisors Asset Management
Colorado
$6.72M -$2.46M -148,272 -28%
AM
7
Ares Management
California
$6.44M -$918K -55,289 -13%
WFI
8
West Family Investments
California
$5.27M
SG
9
StepStone Group
California
$4.57M
AR
10
Advisory Research
Illinois
$4.45M +$1.77M +106,851 +73%
SMDAM
11
Sumitomo Mitsui DS Asset Management
Japan
$4.25M +$1.73M +104,478 +76%
BlackRock
12
BlackRock
New York
$3.17M +$3M +180,663 New
BCM
13
Buckhead Capital Management
Georgia
$2.9M -$32.6K -1,965 -1%
VanEck Associates
14
VanEck Associates
New York
$2.83M +$2.68M +161,347 New
Two Sigma Advisers
15
Two Sigma Advisers
New York
$2M -$147K -8,848 -7%
BTS
16
BB&T Securities
Virginia
$1.79M +$801K +48,256 +90%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.78M -$400K -24,119 -19%
MCM
18
McKinley Capital Management
Alaska
$1.5M +$915K +55,101 +183%
GC
19
Guggenheim Capital
Illinois
$1.42M -$39K -2,350 -3%
Morgan Stanley
20
Morgan Stanley
New York
$1.4M +$90.9K +5,478 +7%
NFA
21
Nuveen Fund Advisors
Illinois
$995K +$52.3K +3,152 +6%
ACM
22
Ativo Capital Management
Illinois
$861K +$813K +49,009 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$649K +$416K +25,070 +211%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$551K +$224K +13,465 +75%
OIA
25
Optimum Investment Advisors
Illinois
$542K +$188K +11,339 +58%