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Fidus Investment
FDUS

Overview Fund Activity

92 hedge funds and large institutions have $95.1M invested in Fidus Investment in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 17 closing their positions.

Holders
92
Holders Change
-8
Holders Change %
-8%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
33
Closed
17
Calls
$1.45M
Puts
$331K
Net Calls
+$1.12M
Net Calls Change
+$287K

Top Buyers

1
PWS
1
Peterson Wealth Services
Utah
$1.06M
2
VanEck Associates
2
VanEck Associates
New York
$6.57M
3
PI
3
Putnam Investments
Massachusetts
$512K
4
HF
4
HRT Financial
New York
$391K
5
NA
5
NewEdge Advisors
Louisiana
$1.75M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$2.42M
3
Millennium Management
3
Millennium Management
New York
$420K
4
CAN
4
Cetera Advisor Networks
California
$0
5
BPC
5
Banque Pictet & Cie
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$13.1M 684,804 -26,021 -4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11M 578,281 +4,416 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$6.78M 355,615 +4,462 +1%
VanEck Associates
4
VanEck Associates
New York
$6.57M 344,553 +27,934 +9%
AAM
5
Advisors Asset Management
Colorado
$4.97M 260,537 +9,432 +4%
NCM
6
Novare Capital Management
North Carolina
$3.39M 178,023 -572 -0.3%
Legal & General Group
7
Legal & General Group
United Kingdom
$3.18M 166,418 -790 -0.5%
PA
8
PFG Advisors
Arizona
$2.72M 142,545 +8,018 +6%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$2.43M 127,413 +9,200 +8%
BlackRock
10
BlackRock
New York
$2.42M 126,886 -64,835 -34%
Citadel Advisors
11
Citadel Advisors
Florida
$2.07M 108,391 -5,410 -5%
DIP
12
Davis Investment Partners
North Carolina
$1.99M 104,943 – –
Two Sigma Investments
13
Two Sigma Investments
New York
$1.95M 102,054 -3,919 -4%
NA
14
NewEdge Advisors
Louisiana
$1.75M 96,116 +15,838 +20%
WWM
15
WT Wealth Management
Arizona
$1.31M 68,553 – –
LCWP
16
Legacy Capital Wealth Partners
Arkansas
$1.25M 65,743 +3,439 +6%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$1.21M 63,406 +7,650 +14%
MC
18
Muzinich & Co
New York
$1.21M 63,406 +7,650 +14%
LPL Financial
19
LPL Financial
California
$1.15M 60,532 +10,292 +20%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.11M 58,181 +5,206 +10%
EBT
21
Enterprise Bank & Trust
Massachusetts
$1.07M 55,912 – –
PWS
22
Peterson Wealth Services
Utah
$1.06M 55,681 +55,681 New
Truist Financial
23
Truist Financial
North Carolina
$982K 51,485 -382 -0.7%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$952K 49,911 -507 -1%
CAGAS
25
Capital Advisory Group Advisory Services
Minnesota
$948K 49,727 +859 +2%
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