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Fidus Investment
FDUS

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.

New
Increased
Maintained
Reduced
Closed

1,795% more call options, than puts

Call options by funds: $758K | Put options by funds: $40K

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

39% more capital invested

Capital invested by funds: $96.2M → $134M (+$37.8M)

20% more funds holding

Funds holding: 89 → 107 (+18)

7.96% more ownership

Funds ownership: 19.64% → 27.59% (+8%)

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.7%
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
Two Sigma Advisers
New York
+$6.29M
2
Two Sigma Investments
Two Sigma Investments
New York
+$5.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.79M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.04M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.99M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$768K
2
BlackRock
BlackRock
New York
-$716K
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$641K
4
EGA
Eagle Global Advisors
Texas
-$389K
5
HF
HRT Financial
New York
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$11.8M -$16.2K -822 -0.1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.71M -$768K -38,983 -8%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.4M +$6.29M +319,100 +269%
Two Sigma Investments
4
Two Sigma Investments
New York
$8.1M +$5.8M +294,446 +231%
VanEck Associates
5
VanEck Associates
New York
$7.62M +$573K +29,098 +8%
Morgan Stanley
6
Morgan Stanley
New York
$7.29M +$767K +38,956 +11%
Millennium Management
7
Millennium Management
New York
$6.43M +$2.88M +145,954 +77%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$4.66M +$4.79M +242,945 New
AAM
9
Advisors Asset Management
Colorado
$4.61M +$319K +16,210 +7%
QC
10
Quadrature Capital
United Kingdom
$3.92M +$2.92M +148,161 +266%
Citadel Advisors
11
Citadel Advisors
Florida
$3.55M +$2.99M +151,868 +462%
Legal & General Group
12
Legal & General Group
United Kingdom
$3.52M -$11.6K -587 -0.3%
NCM
13
Novare Capital Management
North Carolina
$3.42M – – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.97M +$3.04M +154,473 New
PA
15
PFG Advisors
Arizona
$2.55M +$36.3K +1,841 +1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.36M +$2.43M +123,112 New
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.9M +$1.95M +98,815 New
DIP
18
Davis Investment Partners
North Carolina
$1.9M – – –
NA
19
NewEdge Advisors
Louisiana
$1.86M +$101K +5,110 +6%
BlackRock
20
BlackRock
New York
$1.62M -$716K -36,341 -30%
LCWP
21
Legacy Capital Wealth Partners
Arkansas
$1.37M +$1.4M +71,270 New
WWM
22
WT Wealth Management
Arizona
$1.32M – – –
Goldman Sachs
23
Goldman Sachs
New York
$1.3M +$1.33M +67,630 New
LPL Financial
24
LPL Financial
California
$1.28M +$53.5K +2,715 +4%
MC
25
Muzinich & Co
New York
$1.26M +$46K +2,335 +4%
1
2 3 4 5

FDUS Hedge Fund Activity: Q3 2023 in Review

107 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2023, worth a combined $134M — up 39% from $96.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FDUS positions and 3 closed out — a net gain of 18 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $6.29M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $768K.

  • 107 institutional investors held Fidus Investment (FDUS) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $134M of Fidus Investment stock for Q3 2023, up 39% quarter-over-quarter.
  • 21 funds opened new Fidus Investment positions in Q3 2023 and 3 closed out, a net change of +18 holders.
  • The largest Fidus Investment buyer in Q3 2023 was Two Sigma Advisers, an estimated $6.29M added.
  • The largest Fidus Investment seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $768K sold.

Based on aggregated 13F filings for Q3 2023.