FDUS icon

Fidus Investment
FDUS

Overview Fund Activity

89 hedge funds and large institutions have $96.2M invested in Fidus Investment in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
25
Closed
14
Calls
$816K
Puts
$6.34M
Net Calls
-$5.52M
Net Calls Change
-$6.64M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.71M
2
QC
2
Quadrature Capital
United Kingdom
$1.09M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$569K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$758K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.49M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.66M
2
Citadel Advisors
2
Citadel Advisors
Florida
$645K
3
RJA
3
Raymond James & Associates
Florida
$12.1M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
PWS
5
Peterson Wealth Services
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$12.1M 615,647 -69,157 -10%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.66M 492,885 -85,396 -15%
VanEck Associates
3
VanEck Associates
New York
$7.2M 367,547 +22,994 +7%
Morgan Stanley
4
Morgan Stanley
New York
$6.67M 340,559 -15,056 -4%
AAM
5
Advisors Asset Management
Colorado
$4.39M 224,112 -36,425 -14%
Millennium Management
6
Millennium Management
New York
$3.71M 189,172 +167,155 +759%
Legal & General Group
7
Legal & General Group
United Kingdom
$3.6M 183,597 +17,179 +10%
NCM
8
Novare Capital Management
North Carolina
$3.49M 178,198 +175 +0.1%
PA
9
PFG Advisors
Arizona
$2.57M 131,142 -11,403 -8%
Two Sigma Investments
10
Two Sigma Investments
New York
$2.49M 127,197 +25,143 +25%
BlackRock
11
BlackRock
New York
$2.36M 120,550 -6,336 -5%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$2.32M 118,413 -9,000 -7%
DIP
13
Davis Investment Partners
North Carolina
$2.1M 104,243 -700 -0.7%
NA
14
NewEdge Advisors
Louisiana
$1.8M 91,857 -4,259 -4%
WWM
15
WT Wealth Management
Arizona
$1.34M 68,553 – –
LPL Financial
16
LPL Financial
California
$1.25M 63,968 +3,436 +6%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$1.24M 63,406 – –
MC
18
Muzinich & Co
New York
$1.24M 63,406 – –
EBT
19
Enterprise Bank & Trust
Massachusetts
$1.1M 55,912 – –
QC
20
Quadrature Capital
United Kingdom
$1.09M 55,648 +33,703 +154%
Truist Financial
21
Truist Financial
North Carolina
$1.03M 52,371 +886 +2%
CAGAS
22
Capital Advisory Group Advisory Services
Minnesota
$977K 49,872 +145 +0.3%
UBS Group
23
UBS Group
Switzerland
$967K 49,357 +4,279 +9%
PVM
24
Palogic Value Management
Texas
$954K 48,648 +3,967 +9%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$941K 48,016 -1,895 -4%
1
2 3 4 5