Fidus Investment
FDUS
75 hedge funds and large institutions have $89.5M 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.
740% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $336K
61% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 18
3% less capital invested
Capital invested by funds: $92.6M → $89.5M (-$3.07M)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1.35% less ownership
Funds ownership: 21.72% → 20.37% (-1.3%)
4% less funds holding
Funds holding: 78 → 75 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$760K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$710K |
| 3 |
VanEck Associates
New York
|
+$460K |
| 4 |
Morgan Stanley
New York
|
+$444K |
| 5 |
BlackRock
New York
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.13M |
| 2 |
Two Sigma Investments
New York
|
-$1.52M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$720K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$702K |
| 5 |
AM
Ares Management
Los Angeles,
California
|
-$483K |
FDUS Hedge Fund Activity: Q4 2021 in Review
75 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2021, worth a combined $89.5M — down 3.3% from $92.6M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FDUS and 13 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 29 added.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $760K. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.13M sold.
- 75 institutional investors held Fidus Investment (FDUS) as of Q4 2021, down from 78 in Q3 2021.
- Funds reported $89.5M of Fidus Investment stock for Q4 2021, down 3.3% quarter-over-quarter.
- 13 funds opened new Fidus Investment positions in Q4 2021 and 14 closed out, a net change of -1 holder.
- The largest Fidus Investment buyer in Q4 2021 was NewEdge Advisors, an estimated $760K added.
- The largest Fidus Investment seller in Q4 2021 was Arrowstreet Capital, an estimated $4.13M sold.
Based on aggregated 13F filings for Q4 2021.