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Fidus Investment
FDUS

Overview Fund Activity

111 hedge funds and large institutions have $149M invested in Fidus Investment in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
111
Holders Change
-6
Holders Change %
-5.13%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
40
Reduced
34
Closed
19
Calls
$2.14M
Puts
$191K
Net Calls
+$1.95M
Net Calls Change
+$2.46M

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$2.05M
2
VanEck Associates
2
VanEck Associates
New York
$11.9M
3
CA
3
Cetera Advisors
Colorado
$1.41M
4
Franklin Resources
4
Franklin Resources
California
$1.21M
5
Barclays
5
Barclays
United Kingdom
$1.19M

Top Sellers

1
MW
1
Melia Wealth
Oklahoma
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$7.53M
3
Citadel Advisors
3
Citadel Advisors
Florida
$613K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$11.9M 604,493 +40,535 +7%
VanEck Associates
2
VanEck Associates
New York
$11.9M 600,862 +82,049 +16%
RJA
3
Raymond James & Associates
Florida
$11M 557,374 -24,274 -4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.54M 432,823 -4,068 -0.9%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$7.54M 381,913 -43,300 -10%
Morgan Stanley
6
Morgan Stanley
New York
$7.53M 381,450 -515,584 -57%
Two Sigma Investments
7
Two Sigma Investments
New York
$7.46M 377,988 -110,985 -23%
Millennium Management
8
Millennium Management
New York
$6.43M 325,980 -42,263 -11%
Legal & General Group
9
Legal & General Group
United Kingdom
$4.74M 240,208 +47,365 +25%
AAM
10
Advisors Asset Management
Colorado
$4.09M 207,091 +8,768 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.91M 197,965 +58,768 +42%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.8M 192,430 +22,469 +13%
NCM
13
Novare Capital Management
North Carolina
$3.74M 189,460 +7,162 +4%
PA
14
PFG Advisors
Arizona
$3.39M 171,669 -160 -0.1%
NA
15
NewEdge Advisors
Louisiana
$2.21M 111,995 +7,859 +8%
FCM
16
FJ Capital Management
Virginia
$2.05M 104,004 +104,004 New
Ameriprise
17
Ameriprise
Minnesota
$1.91M 96,951 -4,861 -5%
BlackRock
18
BlackRock
New York
$1.9M 95,999 +6,831 +8%
DIP
19
Davis Investment Partners
North Carolina
$1.89M 96,318 +200 +0.2%
QC
20
Quadrature Capital
United Kingdom
$1.74M 88,089 -91,067 -51%
MWM
21
MGB Wealth Management
Texas
$1.72M 87,456 – –
GA
22
GraniteShares Advisors
New York
$1.69M 85,844 +10,920 +15%
LPL Financial
23
LPL Financial
California
$1.54M 78,266 +5,867 +8%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.49M 75,287 -20,106 -21%
CA
25
Cetera Advisors
Colorado
$1.41M 71,651 +61,580 +611%
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