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Fidus Investment

111 hedge funds and large institutions have $167M invested in Fidus Investment in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
26
Closed
14
Calls
$599K
Puts
$243K
Net Calls
+$356K
Net Calls Change
-$964K
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$20.5M 977,123 +977,123 New
VanEck Associates
2
VanEck Associates
New York
$17.2M 819,011 +9,600 +1%
Invesco
3
Invesco
Georgia
$11.4M 540,466 -64,521 -11%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.38M 303,421 +48,034 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.32M 300,799 +50,447 +20%
Morgan Stanley
6
Morgan Stanley
New York
$5.97M 284,105 -162,469 -36%
CM
7
Columbus Macro
Pennsylvania
$5.61M 266,895 +266,895 New
Two Sigma Advisers
8
Two Sigma Advisers
New York
$4.62M 219,713 -127,400 -37%
Legal & General Group
9
Legal & General Group
United Kingdom
$4.62M 219,527 -5,148 -2%
Two Sigma Investments
10
Two Sigma Investments
New York
$4.52M 214,905 -101,353 -32%
AAM
11
Advisors Asset Management
Colorado
$4.34M 206,597 -1,569 -0.8%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.07M 193,707 +193,707 New
NCM
13
Novare Capital Management
North Carolina
$3.98M 189,315 -170 -0.1%
PA
14
PFG Advisors
Arizona
$3.85M 183,047 +1,875 +1%
BlackRock
15
BlackRock
New York
$2.96M 140,824 +29,547 +27%
Franklin Resources
16
Franklin Resources
California
$2.59M 123,301 +6,829 +6%
NA
17
NewEdge Advisors
Louisiana
$2.55M 121,210 -13,749 -10%
GA
18
GraniteShares Advisors
New York
$2.45M 116,719 -388 -0.3%
UBS Group
19
UBS Group
Switzerland
$2.45M 116,610 +47,973 +70%
Ameriprise
20
Ameriprise
Minnesota
$2.02M 96,101 +7,721 +9%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.85M 87,985 +54,722 +165%
MWM
22
MGB Wealth Management
Texas
$1.85M 87,954
DIP
23
Davis Investment Partners
North Carolina
$1.84M 88,263 -2,000 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$1.81M 85,954 +82,667 +2,515%
TI
25
Trexquant Investment
Connecticut
$1.77M 84,027 -32,857 -28%