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Fidus Investment
FDUS

Overview Fund Activity

67 hedge funds and large institutions have $121M invested in Fidus Investment in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
19
Closed
11
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$1.04M

Top Buyers

1
MC
1
Muzinich & Co
New York
$20.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.17M
3
BTS
3
BB&T Securities
Virginia
$3.53M
4
YMRC
4
Yorktown Management & Research Company
Virginia
$4.42M
5
SGI
5
Summit Global Investments
Utah
$484K

Top Sellers

1
OCG
1
Opus Capital Group
Ohio
$2.7M
2
SIC
2
Salem Investment Counselors
North Carolina
$0
3
AM
3
Ares Management
California
$4.48M
4
MC
4
Moors & Cabot
Massachusetts
$0
5
OIA
5
Optimum Investment Advisors
Illinois
$388K
Name Market Value Shares Shares
Change 		Shares
Change %
MC
1
Muzinich & Co
New York
$20.1M 1,252,171 +238,432 +24%
RJA
2
Raymond James & Associates
Florida
$15.5M 964,563 -8,992 -0.9%
UBS Group
3
UBS Group
Switzerland
$9.83M 611,207 +15,641 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.98M 496,469 +20,675 +4%
AAM
5
Advisors Asset Management
Colorado
$6.84M 425,517 -8,799 -2%
NCM
6
Novare Capital Management
North Carolina
$5.56M 345,544 +14,725 +4%
AR
7
Advisory Research
Illinois
$4.78M 297,260 +25,317 +9%
SMDAM
8
Sumitomo Mitsui DS Asset Management
Japan
$4.6M 286,058 +25,711 +10%
AM
9
Ares Management
California
$4.48M 278,590 -43,023 -13%
YMRC
10
Yorktown Management & Research Company
Virginia
$4.42M 275,000 +35,000 +15%
SG
11
StepStone Group
California
$4.18M 260,105 – –
BTS
12
BB&T Securities
Virginia
$3.53M 219,466 +41,592 +23%
VanEck Associates
13
VanEck Associates
New York
$2.81M 174,977 -8,178 -4%
OCG
14
Opus Capital Group
Ohio
$2.7M 167,967 -55,878 -25%
BCM
15
Buckhead Capital Management
Georgia
$2.59M 160,830 +965 +0.6%
BlackRock
16
BlackRock
New York
$2.28M 141,983 -8,472 -6%
Morgan Stanley
17
Morgan Stanley
New York
$2.17M 134,957 +50,939 +61%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.9M 118,236 -3,200 -3%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.72M 107,000 – –
MCM
20
McKinley Capital Management
Alaska
$1.4M 86,993 +2,876 +3%
GC
21
Guggenheim Capital
Illinois
$1.31M 81,258 +2,766 +4%
ACM
22
Ativo Capital Management
Illinois
$949K 59,016 – –
Two Sigma Investments
23
Two Sigma Investments
New York
$901K 56,028 -8,513 -13%
NFA
24
Nuveen Fund Advisors
Illinois
$734K 45,665 -5,534 -11%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$505K 31,381 – –
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