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Fidus Investment
FDUS

Overview Fund Activity

75 hedge funds and large institutions have $89.4M invested in Fidus Investment in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
14
Calls
$2.82M
Puts
$336K
Net Calls
+$2.49M
Net Calls Change
+$462K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$770K
2
OHWP
2
Oak Harbor Wealth Partners
North Carolina
$752K
3
CRC
3
Curi RMB Capital
Illinois
$719K
4
VanEck Associates
4
VanEck Associates
New York
$6.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.78M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$940K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.73M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AM
5
Ares Management
California
$8.83M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$13.8M 768,910 -6,029 -0.8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.73M 541,273 -40,575 -7%
AM
3
Ares Management
California
$8.83M 491,187 -27,224 -5%
Morgan Stanley
4
Morgan Stanley
New York
$6.78M 377,017 +25,004 +7%
VanEck Associates
5
VanEck Associates
New York
$6.69M 372,173 +25,916 +7%
BlackRock
6
BlackRock
New York
$3.53M 196,151 +16,351 +9%
AAM
7
Advisors Asset Management
Colorado
$3.48M 193,372 +6,882 +4%
NCM
8
Novare Capital Management
North Carolina
$3.07M 170,650 -4,650 -3%
Legal & General Group
9
Legal & General Group
United Kingdom
$2.6M 144,632 -1,520 -1%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$2.29M 127,273 -24,340 -16%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$1.97M 109,403 -13,376 -11%
MC
12
Muzinich & Co
New York
$1.96M 109,403 -13,376 -11%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$1.46M 81,066 +171 +0.2%
Truist Financial
14
Truist Financial
North Carolina
$1.37M 76,298 +574 +0.8%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$1.14M 63,432 -1,194 -2%
UBS Group
16
UBS Group
Switzerland
$1.04M 57,733 -2,982 -5%
EBT
17
Enterprise Bank & Trust
Massachusetts
$1.01M 55,912 – –
AR
18
Advisory Research
Illinois
$986K 54,859 +903 +2%
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
$975K 54,220 +3,575 +7%
Two Sigma Investments
20
Two Sigma Investments
New York
$940K 52,291 -85,391 -62%
NA
21
NewEdge Advisors
Louisiana
$770K 42,825 +42,825 New
OHWP
22
Oak Harbor Wealth Partners
North Carolina
$752K 41,844 +41,844 New
CRC
23
Curi RMB Capital
Illinois
$719K 40,000 +40,000 New
QC
24
Quadrature Capital
United Kingdom
$711K 39,589 +139 +0.4%
DC
25
Davenport & Co
Virginia
$609K 33,876 +150 +0.4%
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