We are live on ! Find out more
FDUS icon

Fidus Investment
FDUS

85 hedge funds and large institutions have $81M invested in Fidus Investment in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $786K | Put options by funds: $164K

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

9% more funds holding

Funds holding: 78 → 85 (+7)

0.93% less ownership

Funds ownership: 20.01% → 19.08% (-0.93%)

16% less capital invested

Capital invested by funds: $96.7M → $81M (-$15.8M)

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
21
Reduced
28
Closed
13
Calls
$786K
Puts
$164K
Net Calls
+$622K
Net Calls Change
-$2.04M

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$918K
2
PA
PFG Advisors
Arizona
+$725K
3
BPC
Banque Pictet & Cie
Switzerland
+$602K
4
PNAA
Pictet North America Advisors
Switzerland
+$602K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$597K

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$4.62M
2
QC
Quadrature Capital
United Kingdom
-$776K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$703K
4
Marshall Wace
Marshall Wace
United Kingdom
-$678K
5
RJA
Raymond James & Associates
Florida
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$13M -$659K -34,119 -4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.2M +$597K +30,894 +6%
Morgan Stanley
3
Morgan Stanley
New York
$6.17M +$391K +20,226 +6%
VanEck Associates
4
VanEck Associates
New York
$5.74M -$4.62M -239,095 -42%
AAM
5
Advisors Asset Management
Colorado
$4.52M +$918K +47,500 +22%
BlackRock
6
BlackRock
New York
$3.14M +$473K +24,495 +16%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$2.9M +$75.4K +3,900 +2%
NCM
8
Novare Capital Management
North Carolina
$2.9M – – –
Legal & General Group
9
Legal & General Group
United Kingdom
$2.56M +$235K +12,143 +9%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.97M -$96.8K -5,007 -4%
Truist Financial
11
Truist Financial
North Carolina
$1.24M -$2.38K -123 -0.2%
MC
12
Muzinich & Co
New York
$1.2M -$585K -30,294 -31%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$1.2M -$585K -30,294 -31%
NA
14
NewEdge Advisors
Louisiana
$1.11M +$60.3K +3,122 +5%
CAGAS
15
Capital Advisory Group Advisory Services
Minnesota
$1.07M -$34.6K -1,790 -3%
UBS Group
16
UBS Group
Switzerland
$1M -$27.7K -1,434 -2%
EBT
17
Enterprise Bank & Trust
Massachusetts
$976K – – –
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$921K -$3.02K -156 -0.3%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$904K -$37.5K -1,943 -4%
AR
20
Advisory Research
Illinois
$821K -$61.2K -3,169 -6%
OHWP
21
Oak Harbor Wealth Partners
North Carolina
$730K -$2.8K -145 -0.3%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$723K -$483K -24,979 -38%
PA
23
PFG Advisors
Arizona
$654K +$725K +37,497 New
LPL Financial
24
LPL Financial
California
$595K +$22.6K +1,169 +4%
QC
25
Quadrature Capital
United Kingdom
$569K -$776K -40,132 -55%
1
2 3 4

FDUS Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2022, worth a combined $81M — down 16% from $96.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 13 closed out — a net gain of 7 holders — while 21 added to existing stakes and 28 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $918K. The largest seller was VanEck Associates, cutting an estimated $4.62M.

  • 85 institutional investors held Fidus Investment (FDUS) as of Q2 2022, up from 78 in Q1 2022.
  • Funds reported $81M of Fidus Investment stock for Q2 2022, down 16% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q2 2022 and 13 closed out, a net change of +7 holders.
  • The largest Fidus Investment buyer in Q2 2022 was Advisors Asset Management, an estimated $918K added.
  • The largest Fidus Investment seller in Q2 2022 was VanEck Associates, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2022.