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Fidus Investment
FDUS

Overview Fund Activity

100 hedge funds and large institutions have $377M invested in Fidus Investment in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
29
Closed
8
Calls
$835K
Puts
$2K
Net Calls
+$833K
Net Calls Change
+$120K

Top Buyers

1
DIP
1
Davis Investment Partners
North Carolina
$2.15M
2
PA
2
PFG Advisors
Arizona
$2.56M
3
WWM
3
WT Wealth Management
Arizona
$1.3M
4
Millennium Management
4
Millennium Management
New York
$1.39M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.68M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$13.5M
2
PWS
2
Peterson Wealth Services
Utah
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
AWM
4
AE Wealth Management
Kansas
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.78M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$279M 14,650 – –
RJA
2
Raymond James & Associates
Florida
$13.5M 710,825 -37,983 -5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M 573,865 -25,853 -4%
Morgan Stanley
4
Morgan Stanley
New York
$6.68M 351,153 +49,833 +17%
VanEck Associates
5
VanEck Associates
New York
$6.03M 316,619 +14,256 +5%
AAM
6
Advisors Asset Management
Colorado
$4.78M 251,105 -23,568 -9%
BlackRock
7
BlackRock
New York
$3.65M 191,721 +5,152 +3%
NCM
8
Novare Capital Management
North Carolina
$3.4M 178,595 -3,040 -2%
Legal & General Group
9
Legal & General Group
United Kingdom
$3.18M 167,208 +11,715 +8%
PA
10
PFG Advisors
Arizona
$2.56M 134,527 +96,179 +251%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$2.25M 118,213 -15,200 -11%
Citadel Advisors
12
Citadel Advisors
Florida
$2.17M 113,801 +46,464 +69%
DIP
13
Davis Investment Partners
North Carolina
$2.15M 104,943 +104,943 New
Two Sigma Investments
14
Two Sigma Investments
New York
$2.02M 105,973 -595 -0.6%
NA
15
NewEdge Advisors
Louisiana
$1.51M 80,278 +8,811 +12%
Millennium Management
16
Millennium Management
New York
$1.39M 73,149 +56,183 +331%
WWM
17
WT Wealth Management
Arizona
$1.3M 68,553 +68,553 New
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$1.19M 62,304 +7,759 +14%
EBT
19
Enterprise Bank & Trust
Massachusetts
$1.06M 55,912 – –
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$1.06M 55,756 -13,262 -19%
MC
21
Muzinich & Co
New York
$1.06M 55,756 -13,262 -19%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.01M 52,975 +22,540 +74%
Truist Financial
23
Truist Financial
North Carolina
$987K 51,867 -15,227 -23%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$959K 50,418 -1,031 -2%
LPL Financial
25
LPL Financial
California
$956K 50,240 +12,181 +32%
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