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Fidus Investment
FDUS

Overview Fund Activity

107 hedge funds and large institutions have $134M invested in Fidus Investment in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
18
Closed
3
Calls
$758K
Puts
$40K
Net Calls
+$718K
Net Calls Change
+$6.24M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$8.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.1M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.97M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.71M
2
BlackRock
2
BlackRock
New York
$1.62M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$0
4
EGA
4
Eagle Global Advisors
Texas
$0
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$11.8M 614,825 -822 -0.1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.71M 453,902 -38,983 -8%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.4M 437,513 +319,100 +269%
Two Sigma Investments
4
Two Sigma Investments
New York
$8.1M 421,643 +294,446 +231%
VanEck Associates
5
VanEck Associates
New York
$7.62M 396,645 +29,098 +8%
Morgan Stanley
6
Morgan Stanley
New York
$7.29M 379,515 +38,956 +11%
Millennium Management
7
Millennium Management
New York
$6.43M 335,126 +145,954 +77%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$4.66M 242,945 +242,945 New
AAM
9
Advisors Asset Management
Colorado
$4.61M 240,322 +16,210 +7%
QC
10
Quadrature Capital
United Kingdom
$3.92M 203,809 +148,161 +266%
Citadel Advisors
11
Citadel Advisors
Florida
$3.55M 184,757 +151,868 +462%
Legal & General Group
12
Legal & General Group
United Kingdom
$3.52M 183,010 -587 -0.3%
NCM
13
Novare Capital Management
North Carolina
$3.42M 178,198 – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.97M 154,473 +154,473 New
PA
15
PFG Advisors
Arizona
$2.55M 132,983 +1,841 +1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.36M 123,112 +123,112 New
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.9M 98,815 +98,815 New
DIP
18
Davis Investment Partners
North Carolina
$1.9M 104,243 – –
NA
19
NewEdge Advisors
Louisiana
$1.86M 96,967 +5,110 +6%
BlackRock
20
BlackRock
New York
$1.62M 84,209 -36,341 -30%
LCWP
21
Legacy Capital Wealth Partners
Arkansas
$1.37M 71,270 +71,270 New
WWM
22
WT Wealth Management
Arizona
$1.32M 68,553 – –
Goldman Sachs
23
Goldman Sachs
New York
$1.3M 67,630 +67,630 New
LPL Financial
24
LPL Financial
California
$1.28M 66,683 +2,715 +4%
MC
25
Muzinich & Co
New York
$1.26M 65,741 +2,335 +4%
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