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Fidus Investment

81 hedge funds and large institutions have $93.5M invested in Fidus Investment in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

29% more capital invested

Capital invested by funds: $72.3M → $93.5M (+$21.2M)

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

9% more funds holding

Funds holding: 7481 (+7)

0.06% more ownership

Funds ownership: 24.57%24.63% (+0.06%)

53% less call options, than puts

Call options by funds: $685K | Put options by funds: $1.47M

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
24
Reduced
20
Closed
8
Calls
$685K
Puts
$1.47M
Net Calls
-$785K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$12.2M +$251K +17,577 +2%
AM
2
Ares Management
California
$11.3M +$5.16M +361,572 +99%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.19M -$277K -19,435 -3%
VanEck Associates
4
VanEck Associates
New York
$6.67M +$911K +63,895 +17%
Morgan Stanley
5
Morgan Stanley
New York
$5.18M -$115K -8,056 -2%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$5.13M
NCM
7
Novare Capital Management
North Carolina
$3.76M +$125K +8,800 +4%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$3.26M +$335K +23,500 +13%
Legal & General Group
9
Legal & General Group
United Kingdom
$2.7M -$81.1K -5,684 -3%
MC
10
Muzinich & Co
New York
$2.44M
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$2.44M
AAM
12
Advisors Asset Management
Colorado
$2.25M +$105K +7,334 +5%
BlackRock
13
BlackRock
New York
$2.05M +$685K +48,022 +57%
Two Sigma Investments
14
Two Sigma Investments
New York
$1.84M -$739K -51,800 -30%
Truist Financial
15
Truist Financial
North Carolina
$1.72M -$138K -9,703 -8%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$1.49M +$1.36M +95,647 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.21M -$1.08K -76 -0.1%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$1.07M +$652K +45,727 +200%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.02M -$2.29M -160,530 -71%
EGA
20
Eagle Global Advisors
Texas
$918K +$75.9K +5,320 +10%
EBT
21
Enterprise Bank & Trust
Massachusetts
$869K
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$782K -$65.6K -4,600 -8%
AGEC
23
Ark Global Emerging Companies
Utah
$763K +$690K +48,385 New
AR
24
Advisory Research
Illinois
$742K -$85.4K -5,990 -11%
UBS Group
25
UBS Group
Switzerland
$712K +$134K +9,423 +26%