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Fidus Investment
FDUS

Overview Fund Activity

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.

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

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$3.8M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.71M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$1.29M
4
WFI
4
West Family Investments
California
$5.96M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2M

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$0
2
MC
2
Muzinich & Co
New York
$16.2M
3
AR
3
Advisory Research
Illinois
$3.42M
4
SMDAM
4
Sumitomo Mitsui DS Asset Management
Japan
$3.26M
5
AAM
5
Advisors Asset Management
Colorado
$5.43M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
1
Muzinich & Co
New York
$16.2M 1,067,525 -184,646 -15%
RJA
2
Raymond James & Associates
Florida
$14.6M 963,635 -928 -0.1%
UBS Group
3
UBS Group
Switzerland
$8.75M 576,644 -34,563 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.49M 493,399 -3,070 -0.6%
WFI
5
West Family Investments
California
$5.96M 392,328 +78,007 +25%
AAM
6
Advisors Asset Management
Colorado
$5.43M 357,736 -67,781 -16%
NCM
7
Novare Capital Management
North Carolina
$5.37M 353,594 +8,050 +2%
SG
8
StepStone Group
California
$3.95M 260,105 – –
KCM
9
Kennedy Capital Management
Missouri
$3.8M 250,221 +222,670 +808%
AM
10
Ares Management
California
$3.71M 244,077 -34,513 -12%
AR
11
Advisory Research
Illinois
$3.42M 225,393 -71,867 -24%
BTS
12
BB&T Securities
Virginia
$3.29M 216,991 -2,475 -1%
SMDAM
13
Sumitomo Mitsui DS Asset Management
Japan
$3.26M 214,902 -71,156 -25%
Morgan Stanley
14
Morgan Stanley
New York
$2.84M 187,166 +52,209 +39%
VanEck Associates
15
VanEck Associates
New York
$2.7M 178,020 +3,043 +2%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$2.52M 165,912 +47,676 +40%
OCG
17
Opus Capital Group
Ohio
$2.44M 160,704 -7,263 -4%
BlackRock
18
BlackRock
New York
$2.38M 156,871 +14,888 +10%
Two Sigma Investments
19
Two Sigma Investments
New York
$2M 131,719 +75,691 +135%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$1.71M 112,857 +92,600 +457%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.62M 107,000 – –
BCM
22
Buckhead Capital Management
Georgia
$1.61M 106,265 -54,565 -34%
MCM
23
McKinley Capital Management
Alaska
$1.37M 90,230 +3,237 +4%
GC
24
Guggenheim Capital
Illinois
$1.33M 87,742 +6,484 +8%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.29M 85,203 +85,203 New
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