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Fidus Investment

75 hedge funds and large institutions have $111M invested in Fidus Investment in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $45K | Put options by funds: $11K

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

1.14% more ownership

Funds ownership: 29.44%30.58% (+1.1%)

0% more funds holding

Funds holding: 7575 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

3% less capital invested

Capital invested by funds: $115M → $111M (-$3.94M)

Holders
75
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
18
Closed
12
Calls
$45K
Puts
$11K
Net Calls
+$34K
Net Calls Change
-$499K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$18.8M +$1.14M +73,843 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.59M -$265K -17,240 -3%
WFI
3
West Family Investments
California
$9.5M +$307K +20,000 +3%
KCM
4
Kennedy Capital Management
Missouri
$7.25M -$1.42M -92,097 -16%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.08M +$123K +8,006 +2%
UBS Group
6
UBS Group
Switzerland
$6.22M -$250K -16,262 -4%
NCM
7
Novare Capital Management
North Carolina
$4.53M -$44.9K -2,923 -0.9%
VEA
8
Virtus ETF Advisers
New York
$4.28M +$1.06M +68,654 +31%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.71M +$1.07M +69,439 +38%
MC
10
Muzinich & Co
New York
$3.23M
BTS
11
BB&T Securities
Virginia
$3.22M -$122K -7,926 -4%
VanEck Associates
12
VanEck Associates
New York
$3.21M +$50.1K +3,257 +2%
AAM
13
Advisors Asset Management
Colorado
$2.93M +$319K +20,775 +12%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$1.94M +$432K +28,100 +27%
BlackRock
15
BlackRock
New York
$1.91M -$355K -23,112 -15%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.89M
Two Sigma Investments
17
Two Sigma Investments
New York
$1.87M +$604K +39,287 +45%
WCM
18
Wedge Capital Management
North Carolina
$1.32M +$754K +49,015 +122%
AR
19
Advisory Research
Illinois
$1.28M -$14.8K -964 -1%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$1.13M +$439K +28,544 +60%
Invesco
21
Invesco
Georgia
$1.05M +$82.4K +5,358 +8%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.01M -$171K -11,098 -14%
SPIA
23
Steward Partners Investment Advisory
New York
$863K +$559K +36,345 +166%
MCM
24
McKinley Capital Management
Alaska
$791K -$109K -7,090 -12%
JP Morgan Chase
25
JP Morgan Chase
New York
$771K +$518K +33,696 +184%