Fidus Investment
FDUS
73 hedge funds and large institutions have $96.5M invested in Fidus Investment in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 13 closing their positions.
332% more call options, than puts
Call options by funds: $2.59M | Put options by funds: $599K
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
3% more capital invested
Capital invested by funds: $93.6M → $96.5M (+$2.88M)
1.4% less ownership
Funds ownership: 24.63% → 23.23% (-1.4%)
10% less funds holding
Funds holding: 81 → 73 (-8)
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.25M |
| 2 |
Morgan Stanley
New York
|
+$765K |
| 3 |
Two Sigma Investments
New York
|
+$695K |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$638K |
| 5 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
-$3.56M |
| 2 |
VanEck Associates
New York
|
-$1.05M |
| 3 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
-$947K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$782K |
| 5 |
D.E. Shaw & Co
New York
|
-$749K |
FDUS Hedge Fund Activity: Q2 2021 in Review
73 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2021, worth a combined $96.5M — up 3.1% from $93.6M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FDUS and 6 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 27 added.
The largest buyer was Arrowstreet Capital, adding an estimated $2.25M. The largest seller was Ares Management, cutting an estimated $3.56M.
- 73 institutional investors held Fidus Investment (FDUS) as of Q2 2021, down from 81 in Q1 2021.
- Funds reported $96.5M of Fidus Investment stock for Q2 2021, up 3.1% quarter-over-quarter.
- 6 funds opened new Fidus Investment positions in Q2 2021 and 13 closed out, a net change of -7 holders.
- The largest Fidus Investment buyer in Q2 2021 was Arrowstreet Capital, an estimated $2.25M added.
- The largest Fidus Investment seller in Q2 2021 was Ares Management, an estimated $3.56M sold.
Based on aggregated 13F filings for Q2 2021.