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Fidus Investment

74 hedge funds and large institutions have $72.3M invested in Fidus Investment in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $58.5M → $72.3M (+$13.9M)

22% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.18M

0.08% more ownership

Funds ownership: 24.49%24.57% (+0.08%)

6% less funds holding

Funds holding: 7974 (-5)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
28
Closed
13
Calls
$1.44M
Puts
$1.18M
Net Calls
+$261K
Net Calls Change
-$628K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$10.1M -$409K -34,354 -4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8M -$218K -18,331 -3%
AM
3
Ares Management
California
$4.79M +$4.35M +365,990 New
VanEck Associates
4
VanEck Associates
New York
$4.79M +$580K +48,752 +15%
Morgan Stanley
5
Morgan Stanley
New York
$4.47M +$2.7M +227,143 +200%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$4.33M +$213K +17,889 +6%
NCM
7
Novare Capital Management
North Carolina
$3.06M -$321K -26,975 -10%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$2.97M -$2.06M -172,994 -43%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$2.44M -$21.4K -1,800 -1%
Legal & General Group
10
Legal & General Group
United Kingdom
$2.34M +$120K +10,059 +6%
Two Sigma Investments
11
Two Sigma Investments
New York
$2.23M +$201K +16,925 +11%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$2.05M
MC
13
Muzinich & Co
New York
$2.05M
AAM
14
Advisors Asset Management
Colorado
$1.8M -$105K -8,795 -6%
Truist Financial
15
Truist Financial
North Carolina
$1.57M -$391K -32,847 -21%
BlackRock
16
BlackRock
New York
$1.1M +$29.6K +2,492 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.02M +$904 +76 +0.1%
HCP
18
Hexagon Capital Partners
Arkansas
$881K +$10.5K +879 +1%
EBT
19
Enterprise Bank & Trust
Massachusetts
$732K
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$719K -$11.9K -1,000 -2%
AR
21
Advisory Research
Illinois
$704K -$242K -20,308 -27%
EGA
22
Eagle Global Advisors
Texas
$704K +$164K +13,800 +35%
Group One Trading
23
Group One Trading
Illinois
$644K +$583K +49,052 +49,052%
CRC
24
Curi RMB Capital
Illinois
$519K
SFI
25
Susquehanna Fundamental Investments
Pennsylvania
$490K +$146K +12,259 +49%