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Fidus Investment
FDUS

Overview Fund Activity

117 hedge funds and large institutions have $182M invested in Fidus Investment in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
48
Reduced
30
Closed
5
Calls
$553K
Puts
$1.07M
Net Calls
-$515K
Net Calls Change
-$1.23M

Top Buyers

1
MW
1
Melia Wealth
Oklahoma
$13.5M
2
Invesco
2
Invesco
Georgia
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.7M
4
VanEck Associates
4
VanEck Associates
New York
$10.2M
5
MWM
5
MGB Wealth Management
Texas
$1.72M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.14M
2
AR
2
Advisory Research
Illinois
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.9M
4
RJA
4
Raymond James & Associates
Florida
$11.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.7M 897,034 +517,519 +136%
MW
2
Melia Wealth
Oklahoma
$13.5M 687,248 +687,248 New
RJA
3
Raymond James & Associates
Florida
$11.5M 581,648 -33,177 -5%
Invesco
4
Invesco
Georgia
$11.1M 563,958 +563,958 New
VanEck Associates
5
VanEck Associates
New York
$10.2M 518,813 +122,168 +31%
Two Sigma Investments
6
Two Sigma Investments
New York
$9.63M 488,973 +67,330 +16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.6M 436,891 -17,011 -4%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$8.37M 425,213 -12,300 -3%
Millennium Management
9
Millennium Management
New York
$7.25M 368,243 +33,117 +10%
AAM
10
Advisors Asset Management
Colorado
$3.9M 198,323 -41,999 -17%
Citadel Advisors
11
Citadel Advisors
Florida
$3.87M 196,725 +11,968 +6%
Legal & General Group
12
Legal & General Group
United Kingdom
$3.8M 192,843 +9,833 +5%
NCM
13
Novare Capital Management
North Carolina
$3.59M 182,298 +4,100 +2%
QC
14
Quadrature Capital
United Kingdom
$3.53M 179,156 -24,653 -12%
PA
15
PFG Advisors
Arizona
$3.38M 171,829 +38,846 +29%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.35M 169,961 +15,488 +10%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3.14M 159,693 -83,252 -34%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.74M 139,197 +16,085 +13%
NA
19
NewEdge Advisors
Louisiana
$2.05M 104,136 +7,169 +7%
Ameriprise
20
Ameriprise
Minnesota
$1.99M 101,812 +75,024 +280%
DIP
21
Davis Investment Partners
North Carolina
$1.92M 96,118 -8,125 -8%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.88M 95,393 -3,422 -3%
CCIA
23
Campbell & Co Investment Adviser
Maryland
$1.82M 92,213 +65,924 +251%
BlackRock
24
BlackRock
New York
$1.76M 89,168 +4,959 +6%
MWM
25
MGB Wealth Management
Texas
$1.72M 87,456 +87,456 New
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