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Fidus Investment

76 hedge funds and large institutions have $62.1M invested in Fidus Investment in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $428K | Put options by funds: $155K

26% more capital invested

Capital invested by funds: $49.3M → $62.1M (+$12.8M)

3.78% less ownership

Funds ownership: 30.13%26.35% (-3.8%)

12% less funds holding

Funds holding: 8676 (-10)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
76
Holders Change
-10
Holders Change %
-11.63%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
27
Reduced
31
Closed
16
Calls
$428K
Puts
$155K
Net Calls
+$273K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
1
West Family Investments
California
$9.59M -$711K -81,900 -11%
RJA
2
Raymond James & Associates
Florida
$8.2M -$1.53M -176,798 -16%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.61M +$183K +21,118 +4%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.85M -$292K -33,585 -6%
VanEck Associates
5
VanEck Associates
New York
$2.73M +$217K +24,979 +9%
KCM
6
Kennedy Capital Management
Missouri
$2.37M -$2.16M -249,325 -49%
NCM
7
Novare Capital Management
North Carolina
$2.3M -$238K -27,377 -10%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$2.18M -$14.9K -1,714 -0.7%
AAM
9
Advisors Asset Management
Colorado
$1.97M -$251K -28,951 -12%
EBT
10
Enterprise Bank & Trust
Massachusetts
$1.8M +$3.58K +412 +0.2%
Truist Financial
11
Truist Financial
North Carolina
$1.55M -$141K -16,206 -9%
Legal & General Group
12
Legal & General Group
United Kingdom
$1.49M +$229K +26,361 +19%
MC
13
Muzinich & Co
New York
$1.43M -$359K -41,325 -21%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$1.43M -$359K -41,325 -21%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$1.37M +$327K +37,700 +33%
BlackRock
16
BlackRock
New York
$1.32M +$142K +16,370 +13%
RCM
17
Radcliffe Capital Management
Pennsylvania
$1.2M -$97K -11,176 -8%
Two Sigma Investments
18
Two Sigma Investments
New York
$909K +$638K +73,438 +275%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$804K -$94.5K -10,883 -11%
UBS Group
20
UBS Group
Switzerland
$735K +$125K +14,373 +22%
AR
21
Advisory Research
Illinois
$673K +$6.79K +782 +1%
Morgan Stanley
22
Morgan Stanley
New York
$515K +$22.8K +2,623 +5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$488K +$138K +15,845 +42%
EGA
24
Eagle Global Advisors
Texas
$362K +$34.7K +4,000 +11%
SEI Investments
25
SEI Investments
Pennsylvania
$313K