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Fidus Investment

77 hedge funds and large institutions have $112M invested in Fidus Investment in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

3% more funds holding

Funds holding: 7577 (+2)

1% more capital invested

Capital invested by funds: $111M → $112M (+$765K)

0.2% more ownership

Funds ownership: 30.58%30.78% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13K

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
21
Closed
10
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$17.4M -$1.37M -91,022 -7%
WFI
2
West Family Investments
California
$9.59M +$78.2K +5,200 +0.8%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.25M -$349K -23,171 -4%
KCM
4
Kennedy Capital Management
Missouri
$7.46M +$214K +14,240 +3%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.19M +$98.9K +6,576 +1%
UBS Group
6
UBS Group
Switzerland
$5.9M -$332K -22,094 -5%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$4.8M +$1.1M +73,098 +29%
VEA
8
Virtus ETF Advisers
New York
$4.44M +$153K +10,181 +4%
NCM
9
Novare Capital Management
North Carolina
$4.4M -$130K -8,650 -3%
VanEck Associates
10
VanEck Associates
New York
$3.93M +$726K +48,244 +22%
Truist Financial
11
Truist Financial
North Carolina
$3.45M +$3.49M +232,226 New
AAM
12
Advisors Asset Management
Colorado
$3.32M +$390K +25,952 +13%
MC
13
Muzinich & Co
New York
$3.08M -$154K -10,232 -5%
Morgan Stanley
14
Morgan Stanley
New York
$2.88M +$2.27M +150,628 +346%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$2.11M +$994K +66,057 +87%
BlackRock
16
BlackRock
New York
$2.04M +$136K +9,065 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.94M +$48.8K +3,241 +3%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.55M -$391K -26,000 -20%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.13M -$760K -50,527 -40%
AR
20
Advisory Research
Illinois
$1.09M -$187K -12,400 -14%
JP Morgan Chase
21
JP Morgan Chase
New York
$917K +$148K +9,859 +19%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$913K -$105K -6,957 -10%
ECM
23
ExodusPoint Capital Management
New York
$865K +$444K +29,487 +102%
SGI
24
Summit Global Investments
Utah
$835K +$149K +9,900 +21%
MCM
25
McKinley Capital Management
Alaska
$789K -$2.44K -162 -0.3%