We are live on ! Find out more
FDUS icon

Fidus Investment

70 hedge funds and large institutions have $97.7M invested in Fidus Investment in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $270K | Put options by funds: $119K

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

3% more funds holding

Funds holding: 6870 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.77% less ownership

Funds ownership: 31.89%30.12% (-1.8%)

18% less capital invested

Capital invested by funds: $119M → $97.7M (-$20.8M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
17
Closed
12
Calls
$270K
Puts
$119K
Net Calls
+$151K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$12.4M +$28.7K +2,061 +0.2%
KCM
2
Kennedy Capital Management
Missouri
$7.89M +$5.04M +362,235 +145%
WFI
3
West Family Investments
California
$7.78M +$2.94M +211,496 +54%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.83M +$512K +36,763 +7%
MC
5
Muzinich & Co
New York
$6.74M -$7.57M -544,177 -51%
UBS Group
6
UBS Group
Switzerland
$6.28M -$1.24M -88,974 -15%
NCM
7
Novare Capital Management
North Carolina
$4.5M -$59.7K -4,290 -1%
AAM
8
Advisors Asset Management
Colorado
$4.29M -$346K -24,881 -7%
BTS
9
BB&T Securities
Virginia
$3.54M +$810K +58,210 +27%
SG
10
StepStone Group
California
$3.35M
AM
11
Ares Management
California
$3.14M -$3.06M -220,000 -90%
AR
12
Advisory Research
Illinois
$2.57M -$356K -25,585 -11%
Morgan Stanley
13
Morgan Stanley
New York
$2.44M +$26.5K +1,903 +1%
SMDAM
14
Sumitomo Mitsui DS Asset Management
Japan
$2.43M -$362K -26,025 -12%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$2.23M +$106K +7,624 +5%
VanEck Associates
16
VanEck Associates
New York
$2.08M -$234K -16,841 -9%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$2.08M +$1.06M +75,899 +89%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.89M +$207K +14,891 +11%
BlackRock
19
BlackRock
New York
$1.74M -$306K -21,975 -14%
BCM
20
Buckhead Capital Management
Georgia
$1.43M +$69.6K +5,000 +5%
Millennium Management
21
Millennium Management
New York
$1.3M +$726K +52,151 +107%
GC
22
Guggenheim Capital
Illinois
$1.29M +$175K +12,561 +14%
MCM
23
McKinley Capital Management
Alaska
$1.2M +$43.8K +3,147 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.13M +$210K +15,117 +21%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.08M -$403K -28,941 -26%