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Fidus Investment
FDUS

78 hedge funds and large institutions have $96.7M invested in Fidus Investment in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,238% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $215K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $89.4M → $96.7M (+$7.33M)

4% more funds holding

Funds holding: 75 → 78 (+3)

0.36% less ownership

Funds ownership: 20.37% → 20.01% (-0.36%)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
21
Closed
9
Calls
$2.88M
Puts
$215K
Net Calls
+$2.66M
Net Calls Change
+$175K

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$3.66M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.22M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$989K
4
Millennium Management
Millennium Management
New York
+$890K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$655K

Top Sellers

Rank Fund Capital Flow
1
AM
Ares Management
California
-$8.83M
2
Morgan Stanley
Morgan Stanley
New York
-$818K
3
BlackRock
BlackRock
New York
-$759K
4
CRC
Curi RMB Capital
Illinois
-$719K
5
PWS
Peterson Wealth Services
Utah
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$15.7M +$195K +10,425 +1%
VanEck Associates
2
VanEck Associates
New York
$11.5M +$3.66M +195,933 +53%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.1M +$184K +9,855 +2%
Morgan Stanley
4
Morgan Stanley
New York
$6.72M -$818K -43,776 -12%
AAM
5
Advisors Asset Management
Colorado
$4.27M +$339K +18,134 +9%
NCM
6
Novare Capital Management
North Carolina
$3.35M -$87.8K -4,700 -3%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$3.27M +$655K +35,040 +28%
BlackRock
8
BlackRock
New York
$3.14M -$759K -40,635 -21%
Legal & General Group
9
Legal & General Group
United Kingdom
$2.71M -$198K -10,618 -7%
Two Sigma Investments
10
Two Sigma Investments
New York
$2.38M +$1.22M +65,516 +125%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$2M -$188K -10,091 -9%
QC
12
Quadrature Capital
United Kingdom
$1.47M +$617K +33,034 +83%
Truist Financial
13
Truist Financial
North Carolina
$1.44M -$94.7K -5,069 -7%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$1.34M -$274K -14,649 -18%
NA
15
NewEdge Advisors
Louisiana
$1.22M +$331K +17,717 +41%
UBS Group
16
UBS Group
Switzerland
$1.19M +$22.8K +1,219 +2%
CAGAS
17
Capital Advisory Group Advisory Services
Minnesota
$1.15M +$50K +2,675 +5%
EBT
18
Enterprise Bank & Trust
Massachusetts
$1.13M – – –
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$1.08M -$181K -9,706 -15%
LCWP
20
Legacy Capital Wealth Partners
Arkansas
$1.07M +$989K +52,929 New
AR
21
Advisory Research
Illinois
$1.01M -$87K -4,657 -8%
Millennium Management
22
Millennium Management
New York
$961K +$890K +47,641 New
OHWP
23
Oak Harbor Wealth Partners
North Carolina
$848K +$2.95K +158 +0.4%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$703K +$447K +23,944 +219%
Marshall Wace
25
Marshall Wace
United Kingdom
$678K +$628K +33,609 New
1
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FDUS Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2022, worth a combined $96.7M — up 8.2% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FDUS positions and 9 closed out — a net gain of 4 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was VanEck Associates, adding an estimated $3.66M. The largest seller was Ares Management, exiting entirely with an estimated $8.83M sold.

  • 78 institutional investors held Fidus Investment (FDUS) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $96.7M of Fidus Investment stock for Q1 2022, up 8.2% quarter-over-quarter.
  • 13 funds opened new Fidus Investment positions in Q1 2022 and 9 closed out, a net change of +4 holders.
  • The largest Fidus Investment buyer in Q1 2022 was VanEck Associates, an estimated $3.66M added.
  • The largest Fidus Investment seller in Q1 2022 was Ares Management, an estimated $8.83M sold.

Based on aggregated 13F filings for Q1 2022.