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Fidus Investment

68 hedge funds and large institutions have $119M invested in Fidus Investment in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 6768 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

0.18% less ownership

Funds ownership: 32.07%31.89% (-0.18%)

2% less capital invested

Capital invested by funds: $121M → $119M (-$2.64M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $156K

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
22
Reduced
22
Closed
10
Calls
Puts
$156K
Net Calls
-$156K
Net Calls Change
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Muzinich & Co
New York
$16.2M -$2.97M -184,646 -15%
RJA
2
Raymond James & Associates
Florida
$14.6M -$14.9K -928 -0.1%
UBS Group
3
UBS Group
Switzerland
$8.75M -$556K -34,563 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.49M -$49.4K -3,070 -0.6%
WFI
5
West Family Investments
California
$5.96M +$1.26M +78,007 +25%
AAM
6
Advisors Asset Management
Colorado
$5.43M -$1.09M -67,781 -16%
NCM
7
Novare Capital Management
North Carolina
$5.37M +$130K +8,050 +2%
SG
8
StepStone Group
California
$3.95M
KCM
9
Kennedy Capital Management
Missouri
$3.8M +$3.59M +222,670 +808%
AM
10
Ares Management
California
$3.71M -$556K -34,513 -12%
AR
11
Advisory Research
Illinois
$3.42M -$1.16M -71,867 -24%
BTS
12
BB&T Securities
Virginia
$3.29M -$39.8K -2,475 -1%
SMDAM
13
Sumitomo Mitsui DS Asset Management
Japan
$3.26M -$1.15M -71,156 -25%
Morgan Stanley
14
Morgan Stanley
New York
$2.84M +$841K +52,209 +39%
VanEck Associates
15
VanEck Associates
New York
$2.7M +$49K +3,043 +2%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$2.52M +$768K +47,676 +40%
OCG
17
Opus Capital Group
Ohio
$2.44M -$117K -7,263 -4%
BlackRock
18
BlackRock
New York
$2.38M +$240K +14,888 +10%
Two Sigma Investments
19
Two Sigma Investments
New York
$2M +$1.22M +75,691 +135%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$1.71M +$1.49M +92,600 +457%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.62M
BCM
22
Buckhead Capital Management
Georgia
$1.61M -$879K -54,565 -34%
MCM
23
McKinley Capital Management
Alaska
$1.37M +$52.1K +3,237 +4%
GC
24
Guggenheim Capital
Illinois
$1.33M +$104K +6,484 +8%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.29M +$1.37M +85,203 New