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Fidus Investment
FDUS

Overview Fund Activity

70 hedge funds and large institutions have $126M invested in Fidus Investment in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
26
Reduced
16
Closed
3
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$434K

Top Buyers

1
NCM
1
Novare Capital Management
North Carolina
$5.56M
2
MC
2
Muzinich & Co
New York
$17.1M
3
OCG
3
Opus Capital Group
Ohio
$3.77M
4
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.8M
5
BTS
5
BB&T Securities
Virginia
$2.99M

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$4.04M
2
AM
2
Ares Management
California
$5.41M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.09M
4
BlackRock
4
BlackRock
New York
$2.53M
5
EGA
5
Eagle Global Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MC
1
Muzinich & Co
New York
$17.1M 1,013,739 +226,099 +29%
RJA
2
Raymond James & Associates
Florida
$16.4M 973,555 +55,179 +6%
UBS Group
3
UBS Group
Switzerland
$10M 595,566 +35,659 +6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8M 475,794 +49,744 +12%
AAM
5
Advisors Asset Management
Colorado
$7.31M 434,316 +51,969 +14%
NCM
6
Novare Capital Management
North Carolina
$5.56M 330,819 +330,819 New
AM
7
Ares Management
California
$5.41M 321,613 -44,721 -12%
WFI
8
West Family Investments
California
$4.86M 300,811 +981 +0.3%
AR
9
Advisory Research
Illinois
$4.57M 271,943 +18,779 +7%
SMDAM
10
Sumitomo Mitsui DS Asset Management
Japan
$4.38M 260,347 +18,733 +8%
SG
11
StepStone Group
California
$4.37M 260,105 – –
YMRC
12
Yorktown Management & Research Company
Virginia
$4.04M 240,000 -160,000 -40%
OCG
13
Opus Capital Group
Ohio
$3.77M 223,845 +210,483 +1,575%
VanEck Associates
14
VanEck Associates
New York
$3.08M 183,155 +21,808 +14%
BTS
15
BB&T Securities
Virginia
$2.99M 177,874 +75,738 +74%
BCM
16
Buckhead Capital Management
Georgia
$2.69M 159,865 -5,000 -3%
BlackRock
17
BlackRock
New York
$2.53M 150,455 -30,208 -17%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$2.04M 121,436 +7,500 +7%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.8M 107,000 +107,000 New
MCM
20
McKinley Capital Management
Alaska
$1.42M 84,117 -1,052 -1%
Morgan Stanley
21
Morgan Stanley
New York
$1.41M 84,018 +4,274 +5%
GC
22
Guggenheim Capital
Illinois
$1.32M 78,492 -2,370 -3%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.09M 64,541 -36,844 -36%
ACM
24
Ativo Capital Management
Illinois
$993K 59,016 +10,007 +20%
NFA
25
Nuveen Fund Advisors
Illinois
$859K 51,199 -4,685 -8%
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