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Fidus Investment
FDUS

Overview Fund Activity

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.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.44%
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
1
Advisors Asset Management
Colorado
$4.52M
2
PA
2
PFG Advisors
Arizona
$654K
3
PNAA
3
Pictet North America Advisors
Switzerland
$543K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.2M
5
CAN
5
Cetera Advisor Networks
California
$535K

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$5.74M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
QC
3
Quadrature Capital
United Kingdom
$569K
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
RJA
5
Raymond James & Associates
Florida
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$13M 745,216 -34,119 -4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.2M 582,022 +30,894 +6%
Morgan Stanley
3
Morgan Stanley
New York
$6.17M 353,467 +20,226 +6%
VanEck Associates
4
VanEck Associates
New York
$5.74M 329,011 -239,095 -42%
AAM
5
Advisors Asset Management
Colorado
$4.52M 259,006 +47,500 +22%
BlackRock
6
BlackRock
New York
$3.14M 180,011 +24,495 +16%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$2.9M 166,213 +3,900 +2%
NCM
8
Novare Capital Management
North Carolina
$2.9M 165,950 – –
Legal & General Group
9
Legal & General Group
United Kingdom
$2.56M 146,157 +12,143 +9%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.97M 112,800 -5,007 -4%
Truist Financial
11
Truist Financial
North Carolina
$1.24M 71,106 -123 -0.2%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$1.2M 69,018 -30,294 -31%
MC
13
Muzinich & Co
New York
$1.2M 69,018 -30,294 -31%
NA
14
NewEdge Advisors
Louisiana
$1.11M 63,664 +3,122 +5%
CAGAS
15
Capital Advisory Group Advisory Services
Minnesota
$1.07M 55,105 -1,790 -3%
UBS Group
16
UBS Group
Switzerland
$1M 57,518 -1,434 -2%
EBT
17
Enterprise Bank & Trust
Massachusetts
$976K 55,912 – –
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$921K 52,773 -156 -0.3%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$904K 51,783 -1,943 -4%
AR
20
Advisory Research
Illinois
$821K 47,033 -3,169 -6%
OHWP
21
Oak Harbor Wealth Partners
North Carolina
$730K 41,857 -145 -0.3%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$723K 41,438 -24,979 -38%
PA
23
PFG Advisors
Arizona
$654K 37,497 +37,497 New
LPL Financial
24
LPL Financial
California
$595K 34,118 +1,169 +4%
QC
25
Quadrature Capital
United Kingdom
$569K 32,491 -40,132 -55%
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