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Fidus Investment
FDUS

Overview Fund Activity

89 hedge funds and large institutions have $81.5M invested in Fidus Investment in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
27
Closed
7
Calls
$721K
Puts
$8K
Net Calls
+$713K
Net Calls Change
+$91K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.16M
2
QC
2
Quadrature Capital
United Kingdom
$1.07M
3
AWM
3
AE Wealth Management
Kansas
$464K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$277K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.18M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$2.29M
3
VanEck Associates
3
VanEck Associates
New York
$5.2M
4
Group One Trading
4
Group One Trading
Illinois
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$12.9M 748,808 +3,592 +0.5%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.3M 599,718 +17,696 +3%
VanEck Associates
3
VanEck Associates
New York
$5.2M 302,363 -26,648 -8%
Morgan Stanley
4
Morgan Stanley
New York
$5.18M 301,320 -52,147 -15%
AAM
5
Advisors Asset Management
Colorado
$4.72M 274,673 +15,667 +6%
BlackRock
6
BlackRock
New York
$3.21M 186,569 +6,558 +4%
NCM
7
Novare Capital Management
North Carolina
$3.12M 181,635 +15,685 +9%
Legal & General Group
8
Legal & General Group
United Kingdom
$2.67M 155,493 +9,336 +6%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$2.29M 133,413 -32,800 -20%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.83M 106,568 -6,232 -6%
NA
11
NewEdge Advisors
Louisiana
$1.23M 71,467 +7,803 +12%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$1.19M 69,018 – –
MC
13
Muzinich & Co
New York
$1.19M 69,018 – –
Citadel Advisors
14
Citadel Advisors
Florida
$1.16M 67,337 +50,089 +290%
Truist Financial
15
Truist Financial
North Carolina
$1.15M 67,094 -4,012 -6%
QC
16
Quadrature Capital
United Kingdom
$1.07M 62,433 +29,942 +92%
EBT
17
Enterprise Bank & Trust
Massachusetts
$961K 55,912 – –
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$937K 54,545 +1,772 +3%
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
$899K 52,321 -2,784 -5%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$884K 51,449 -334 -0.6%
UBS Group
21
UBS Group
Switzerland
$814K 47,367 -10,151 -18%
AR
22
Advisory Research
Illinois
$788K 45,879 -1,154 -2%
OHWP
23
Oak Harbor Wealth Partners
North Carolina
$722K 42,001 +144 +0.3%
RJT
24
Raymond James Trust
Florida
$717K 41,715 +9,132 +28%
PWS
25
Peterson Wealth Services
Utah
$671K 39,040 +10,105 +35%
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