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Fidus Investment
FDUS

Overview Fund Activity

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.

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

1
VanEck Associates
1
VanEck Associates
New York
$11.5M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$2.38M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$1.07M
4
Millennium Management
4
Millennium Management
New York
$961K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.28M

Top Sellers

1
AM
1
Ares Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.73M
3
BlackRock
3
BlackRock
New York
$3.14M
4
CRC
4
Curi RMB Capital
Illinois
$0
5
PWS
5
Peterson Wealth Services
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$15.7M 779,335 +10,425 +1%
VanEck Associates
2
VanEck Associates
New York
$11.5M 568,106 +195,933 +53%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.1M 551,128 +9,855 +2%
Morgan Stanley
4
Morgan Stanley
New York
$6.73M 333,241 -43,776 -12%
AAM
5
Advisors Asset Management
Colorado
$4.27M 211,506 +18,134 +9%
NCM
6
Novare Capital Management
North Carolina
$3.35M 165,950 -4,700 -3%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$3.28M 162,313 +35,040 +28%
BlackRock
8
BlackRock
New York
$3.14M 155,516 -40,635 -21%
Legal & General Group
9
Legal & General Group
United Kingdom
$2.71M 134,014 -10,618 -7%
Two Sigma Investments
10
Two Sigma Investments
New York
$2.38M 117,807 +65,516 +125%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$2M 99,312 -10,091 -9%
QC
12
Quadrature Capital
United Kingdom
$1.47M 72,623 +33,034 +83%
Truist Financial
13
Truist Financial
North Carolina
$1.44M 71,229 -5,069 -7%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$1.34M 66,417 -14,649 -18%
NA
15
NewEdge Advisors
Louisiana
$1.22M 60,542 +17,717 +41%
UBS Group
16
UBS Group
Switzerland
$1.19M 58,952 +1,219 +2%
CAGAS
17
Capital Advisory Group Advisory Services
Minnesota
$1.15M 56,895 +2,675 +5%
EBT
18
Enterprise Bank & Trust
Massachusetts
$1.13M 55,912 – –
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$1.08M 53,726 -9,706 -15%
LCWP
20
Legacy Capital Wealth Partners
Arkansas
$1.07M 52,929 +52,929 New
AR
21
Advisory Research
Illinois
$1.01M 50,202 -4,657 -8%
Millennium Management
22
Millennium Management
New York
$961K 47,641 +47,641 New
OHWP
23
Oak Harbor Wealth Partners
North Carolina
$848K 42,002 +158 +0.4%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$703K 34,857 +23,944 +219%
Marshall Wace
25
Marshall Wace
United Kingdom
$678K 33,609 +33,609 New
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