Fidus Investment Ownership 2024 | Who Owns Fidus Investment Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

10.96%

Insider Ownership

1.05%

Retail Ownership

87.99%

Institutional Holders

55.00

Fidus Investment Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VAN ECK ASSOCIATES CORP2.36%0.02%725,873125,01120.81%14,140,000Jun 30, 2024
RAYMOND JAMES & ASSOCIATES1.81%0.01%556,953-421-0.08%10,849,448Jun 30, 2024
INVESCO LTD.1.78%0.00%546,520-57,973-9.59%10,646,210Jun 30, 2024
TWO SIGMA INVESTMENTS, LP1.48%0.02%454,91876,93020.35%8,861,803Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.1.35%0.01%415,106-17,717-4.09%8,086,272Jun 30, 2024
MORGAN STANLEY1.29%0.00%396,80615,3564.03%7,729,795Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.80%0.00%247,3137,1052.96%4,821,367Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.73%0.00%225,90433,47417.40%4,400,611Jun 30, 2024
ADVISORS ASSET MANAGEMENT, INC.0.62%0.07%190,237-16,854-8.14%3,705,817Jun 30, 2024
NOVARE CAPITAL MANAGEMENT LLC0.61%0.33%189,160-300-0.16%3,684,837Jun 30, 2024
PFG ADVISORS0.58%0.23%178,4046,7353.92%3,475,306Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.51%0.00%158,480-167,500-51.38%3,087,190Jun 30, 2024
NEWEDGE ADVISORS, LLC0.40%0.02%122,35910,3649.25%2,383,552Jun 30, 2024
GRANITESHARES ADVISORS LLC0.32%0.64%98,07612,23214.25%1,910,520Jun 30, 2024
BLACKROCK INC.0.31%-95,792-207-0.22%1,866,028Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.30%0.00%92,31953,106135.43%1,798,374Jun 30, 2024
AMERIPRISE FINANCIAL INC0.30%0.00%92,313-4,638-4.78%1,798,258Jun 30, 2024
DAVIS INVESTMENT PARTNERS, LLC0.29%0.74%90,763-5,555-5.77%1,793,479Jun 30, 2024
MGB WEALTH MANAGEMENT, LLC0.29%0.65%88,0545980.68%1,736,337Jun 30, 2024
FRANKLIN RESOURCES INC0.28%0.00%85,04623,71238.66%1,656,696Jun 30, 2024

Fidus Investment's largest institutional shareholder is VAN ECK ASSOCIATES CORP, holding 2.36% of the company's total share outstanding, currently valued at $14.14M. The top 10 institutional shareholders own together 12.83% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MUZINICH & CO., INC.0.22%1.00%67,3412,3003.54%1,311,802Jun 30, 2024
DAVIS INVESTMENT PARTNERS, LLC0.29%0.74%90,763-5,555-5.77%1,793,479Jun 30, 2024
MGB WEALTH MANAGEMENT, LLC0.29%0.65%88,0545980.68%1,736,337Jun 30, 2024
GRANITESHARES ADVISORS LLC0.32%0.64%98,07612,23214.25%1,910,520Jun 30, 2024
PALOGIC VALUE MANAGEMENT, L.P.0.18%0.46%56,2971,4672.68%1,096,666Jun 30, 2024
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC0.18%0.45%54,1279,27920.69%1,054,394Jun 30, 2024
VIRTUS ETF ADVISERS LLC0.15%0.44%46,15915,07748.51%899,177Jun 30, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC0.25%0.39%78,06078,060100.00%1,520,616Jun 30, 2024
ENTERPRISE BANK & TRUST CO0.18%0.37%55,912--1,089,166Jun 30, 2024
NOVARE CAPITAL MANAGEMENT LLC0.61%0.33%189,160-300-0.16%3,684,837Jun 30, 2024
PFG ADVISORS0.58%0.23%178,4046,7353.92%3,475,306Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC0.27%0.17%82,266-21,738-20.90%1,602,542Jun 30, 2024
HEXAGON CAPITAL PARTNERS LLC0.10%0.13%31,750--618,490Jun 30, 2024
OAK HARBOR WEALTH PARTNERS, LLC0.07%0.13%21,156-3,674-14.80%412,122Jun 30, 2024
OPTIMUM INVESTMENT ADVISORS0.05%0.12%13,900--270,772Jun 30, 2024
KINGFISHER CAPITAL LLC0.09%0.12%26,572--518,000Jun 30, 2024
CAPITAL INVESTMENT ADVISORY SERVICES, LLC0.16%0.10%50,3857,10116.41%981,493Jun 30, 2024
ADVISORS ASSET MANAGEMENT, INC.0.62%0.07%190,237-16,854-8.14%3,705,817Jun 30, 2024
ATOM INVESTORS LP0.11%0.07%34,68221,779168.79%675,605Jun 30, 2024
MEADOWBROOK INVESTMENT ADVISORS LLC0.01%0.05%2,765-285-9.34%53,862Jun 30, 2024

The largest Fidus Investment shareholder by % of total assets is MUZINICH & CO., INC.. The company owns 67.34K shares of Fidus Investment (FDUS), representing 1.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VAN ECK ASSOCIATES CORP2.36%0.02%725,873125,01120.81%14,140,000Jun 30, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC0.25%0.39%78,06078,060100.00%1,520,616Jun 30, 2024
TWO SIGMA INVESTMENTS, LP1.48%0.02%454,91876,93020.35%8,861,803Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.30%0.00%92,31953,106135.43%1,798,374Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.15%0.05%45,75045,750100.00%891,210Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.73%0.00%225,90433,47417.40%4,400,611Jun 30, 2024
FRANKLIN RESOURCES INC0.28%0.00%85,04623,71238.66%1,656,696Jun 30, 2024
ATOM INVESTORS LP0.11%0.07%34,68221,779168.79%675,605Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.07%0.01%20,32020,320100.00%395,842Jun 30, 2024
RAYMOND JAMES TRUST N.A.0.18%0.03%56,33818,63849.44%1,097,465Jun 30, 2024
KOSS-OLINGER CONSULTING, LLC0.06%0.03%17,20517,205100.00%335,000Jun 30, 2024
GRIMES & COMPANY, INC.0.05%0.01%15,84015,840100.00%308,555Jun 30, 2024
MORGAN STANLEY1.29%0.00%396,80615,3564.03%7,729,795Jun 30, 2024
VIRTUS ETF ADVISERS LLC0.15%0.44%46,15915,07748.51%899,177Jun 30, 2024
GOLDMAN SACHS GROUP INC0.05%-14,38014,380100.00%280,122Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.05%0.02%14,09214,092100.00%274,512Jun 30, 2024
WELLS FARGO & COMPANY/MN0.06%0.00%17,49713,158303.25%340,838Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.0.08%0.00%23,66612,958121.01%461,000Jun 30, 2024
GRANITESHARES ADVISORS LLC0.32%0.64%98,07612,23214.25%1,910,520Jun 30, 2024
NEWEDGE ADVISORS, LLC0.40%0.02%122,35910,3649.25%2,383,552Jun 30, 2024

As of Jun 30 2024, Fidus Investment's largest institutional buyer is VAN ECK ASSOCIATES CORP. The company purchased 125.01K stocks of FDUS, valued at $14.14M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC0.51%0.00%158,480-167,500-51.38%3,087,190Jun 30, 2024
QUADRATURE CAPITAL LTD----88,089-100.00%-Jun 30, 2024
INVESCO LTD.1.78%0.00%546,520-57,973-9.59%10,646,210Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.06%0.00%18,318-56,969-75.67%356,835Jun 30, 2024
JUMP FINANCIAL, LLC----31,100-100.00%-Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC0.04%0.00%13,129-26,300-66.70%256,000Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC0.27%0.17%82,266-21,738-20.90%1,602,542Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.1.35%0.01%415,106-17,717-4.09%8,086,272Jun 30, 2024
BARCLAYS PLC0.14%0.00%43,129-17,286-28.61%840,000Jun 30, 2024
ADVISORS ASSET MANAGEMENT, INC.0.62%0.07%190,237-16,854-8.14%3,705,817Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.03%0.01%9,700-13,000-57.27%188,956Jun 30, 2024
BLAIR WILLIAM & CO/IL----12,421-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.02%0.01%6,806-7,982-53.98%132,581Jun 30, 2024
DAVIS INVESTMENT PARTNERS, LLC0.29%0.74%90,763-5,555-5.77%1,793,479Jun 30, 2024
AMERIPRISE FINANCIAL INC0.30%0.00%92,313-4,638-4.78%1,798,258Jun 30, 2024
OAK HARBOR WEALTH PARTNERS, LLC0.07%0.13%21,156-3,674-14.80%412,122Jun 30, 2024
HRT FINANCIAL LP0.10%0.00%31,743-2,773-8.03%618,000Jun 30, 2024
TREXQUANT INVESTMENT LP0.14%0.01%41,782-2,475-5.59%813,913Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----2,281-100.00%-Jun 30, 2024
LPL FINANCIAL LLC0.25%0.00%76,021-2,245-2.87%1,480,886Jun 30, 2024

As of Jun 30 2024, Fidus Investment's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.17M shares of FDUS, valued at $3.09M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
Y-INTERCEPT (HONG KONG) LTD0.15%0.05%45,75045,750100.00%891,210Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.07%0.01%20,32020,320100.00%395,842Jun 30, 2024
GRIMES & COMPANY, INC.0.05%0.01%15,84015,840100.00%308,555Jun 30, 2024
IFP ADVISORS, INC0.02%0.01%7,3347,334100.00%142,864Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC0.02%0.01%6,0416,041100.00%117,679Jun 30, 2024
ARLINGTON TRUST CO LLC0.02%0.03%6,0006,000100.00%116,880Jun 30, 2024
WETZEL INVESTMENT ADVISORS, INC.0.01%0.02%1,6401,640100.00%32,374Jun 30, 2024

Fidus Investment's largest new institutional shareholder by number of shares is Y-INTERCEPT (HONG KONG) LTD, purchased 45.75K shares, valued at $891.21K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
QUADRATURE CAPITAL LTD----88,089-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----31,100-100.00%-Jun 30, 2024
BLAIR WILLIAM & CO/IL----12,421-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----2,281-100.00%-Jun 30, 2024
CAPE INVESTMENT ADVISORY, INC.----275-100.00%-Jun 30, 2024
FMR LLC----31-100.00%-Jun 30, 2024

Fidus Investment's largest sold out institutional shareholder by shares sold is QUADRATURE CAPITAL LTD, sold -88.09K shares, valued at -, as of undefined.

Fidus Investment Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
HOMESTEAD FUNDS INC0.17%943,000--Mar 31, 2024
DIREXION FUNDS0.14%200,000--Feb 29, 2024
Homestead Funds Trust0.11%166,000--Mar 31, 2024
Two Roads Shared Trust0.07%2,900,0001,002,00052.79%Jan 31, 2024
AMG Funds I0.02%44,773--Jan 31, 2024
GraniteShares ETF Trust0.02%85,84410,92014.57%Mar 31, 2024
ETFis Series Trust I0.02%23,5732,23610.48%Jan 31, 2024
DIREXION FUNDS0.01%9,000--Feb 29, 2024
ALPS Series Trust0.01%49,658--Mar 31, 2024
Putnam ETF Trust0.00%40,56315,36660.98%Jan 31, 2024
Two Roads Shared Trust0.00%133,474--Jan 31, 2024
DIREXION FUNDS0.00%4,250--Feb 29, 2024
Invesco Exchange-Traded Fund Trust II0.00%570,934570,934-Feb 29, 2024
CLEARWATER INVESTMENT TRUST0.00%13,979--Mar 28, 2024
Angel Oak Funds Trust0.00%80,000--Jan 31, 2024
LITMAN GREGORY FUNDS TRUST0.00%14,847--Mar 31, 2024
FINANCIAL INVESTORS TRUST0.00%7,320--Jan 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%356--Mar 31, 2024
Blackstone Alternative Investment Funds0.00%3,200-2,200-40.74%Mar 31, 2024
RBC FUNDS TRUST0.00%2,900--Mar 28, 2024
USAA MUTUAL FUNDS TRUST0.00%2,746--Jan 31, 2024
VanEck ETF Trust0.00%567,688160,72539.49%Jan 31, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%5,409--Dec 31, 2023
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%537--Mar 31, 2024

Fidus Investment's largest mutual fund holder by % of total assets is "HOMESTEAD FUNDS INC", owning 943.00K shares, compromising 0.17% of its total assets.

Fidus Investment Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2455-50.45%
31 Mar, 24111-5.13%
31 Dec, 231179.35%
30 Sep, 2310718.89%
30 Jun, 2390-4.26%
31 Mar, 2394-6.93%
31 Dec, 2210113.48%
30 Sep, 22891.14%
30 Jun, 22888.64%
31 Mar, 22815.19%
31 Dec, 2177-4.94%
30 Sep, 21816.58%
30 Jun, 2176-8.43%
31 Mar, 21839.21%
31 Dec, 2076-3.80%
30 Sep, 20792.60%
30 Jun, 2077-10.47%
31 Mar, 208610.26%
31 Dec, 19785.41%
30 Sep, 1974-2.63%
30 Jun, 1976-
31 Mar, 19761.33%
31 Dec, 18757.14%
30 Sep, 1870-1.41%
30 Jun, 1871-
31 Mar, 18714.41%
31 Dec, 17681.49%
30 Sep, 1767-6.94%
30 Jun, 177214.29%
31 Mar, 1763-1.56%
31 Dec, 166412.28%
30 Sep, 1657-
30 Jun, 165726.67%
31 Mar, 16454.65%
31 Dec, 1543-8.51%
30 Sep, 154711.90%
30 Jun, 1542-10.64%
31 Mar, 1547-
31 Dec, 1447-2.08%
30 Sep, 1448-23.81%
30 Jun, 1463-5.97%
31 Mar, 146711.67%
31 Dec, 1360-
30 Sep, 1360-1.64%
30 Jun, 1361190.48%
31 Mar, 1321-4.55%
31 Dec, 122222.22%
30 Sep, 1218-
30 Jun, 121838.46%
31 Mar, 121318.18%
31 Dec, 111157.14%
30 Sep, 117-

As of 30 Jun 24, 55 institutions are holding Fidus Investment's shares, representing a decrease of -50.45% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 243,373,104-54.86%
31 Mar, 247,472,023-15.11%
31 Dec, 238,801,62926.30%
30 Sep, 236,968,95042.55%
30 Jun, 234,888,872-2.09%
31 Mar, 234,993,397-2.71%
31 Dec, 225,132,6218.51%
30 Sep, 224,729,9731.28%
30 Jun, 224,670,384-4.50%
31 Mar, 224,890,512-1.78%
31 Dec, 214,979,175-5.83%
30 Sep, 215,287,316-6.31%
30 Jun, 215,643,493-5.64%
31 Mar, 215,980,8480.22%
31 Dec, 205,967,5070.54%
30 Sep, 205,935,683-8.04%
30 Jun, 206,454,540-12.23%
31 Mar, 207,354,233-10.63%
31 Dec, 198,228,92110.01%
30 Sep, 197,480,3703.92%
30 Jun, 197,197,9433.51%
31 Mar, 196,953,939-1.24%
31 Dec, 187,041,4983.47%
30 Sep, 186,805,376-2.40%
30 Jun, 186,972,635-5.21%
31 Mar, 187,355,663-5.66%
31 Dec, 177,797,206-0.53%
30 Sep, 177,839,0814.33%
30 Jun, 177,513,45816.50%
31 Mar, 176,449,18617.93%
31 Dec, 165,468,71124.35%
30 Sep, 164,397,80113.13%
30 Jun, 163,887,50216.51%
31 Mar, 163,336,763-0.06%
31 Dec, 153,338,721-6.96%
30 Sep, 153,588,4136.72%
30 Jun, 153,362,428-1.53%
31 Mar, 153,414,8171.46%
31 Dec, 143,365,6833.78%
30 Sep, 143,243,145-14.21%
30 Jun, 143,780,319-14.21%
31 Mar, 144,406,3002.31%
31 Dec, 134,306,6172.94%
30 Sep, 134,183,566-0.04%
30 Jun, 134,185,363156.56%
31 Mar, 131,631,3228.49%
31 Dec, 121,503,63058.30%
30 Sep, 12949,85852.28%
30 Jun, 12623,75470.16%
31 Mar, 12366,57766.45%
31 Dec, 11220,236-29.40%
30 Sep, 11311,952-

Fidus Investment (FDUS) has 3.37M shares outstanding as of 30 Jun 24, down -54.86% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2410.96%1.82%
31 Mar, 2424.55%2.25%
31 Dec, 2333.07%4.26%
30 Sep, 2327.84%7.17%
30 Jun, 2319.71%4.86%
31 Mar, 2320.13%4.58%
31 Dec, 2220.98%5.60%
30 Sep, 2219.36%5.30%
30 Jun, 2219.11%4.77%
31 Mar, 2220.01%4.82%
31 Dec, 2120.38%4.35%
30 Sep, 2121.64%4.06%
30 Jun, 2123.09%3.86%
31 Mar, 2124.47%4.11%
31 Dec, 2024.41%4.14%
30 Sep, 2024.29%3.48%
30 Jun, 2026.41%2.92%
31 Mar, 2030.07%2.66%
31 Dec, 1933.64%3.60%
30 Sep, 1930.58%3.53%
30 Jun, 1929.42%3.64%
31 Mar, 1928.43%3.43%
31 Dec, 1828.78%3.72%
30 Sep, 1827.82%3.42%
30 Jun, 1828.50%3.16%
31 Mar, 1830.03%2.96%
31 Dec, 1731.83%3.10%
30 Sep, 1732.02%2.91%
30 Jun, 1733.17%4.02%
31 Mar, 1728.73%3.21%
31 Dec, 1629.91%5.70%
30 Sep, 1622.90%4.55%
30 Jun, 1622.43%5.35%
31 Mar, 1620.47%4.82%
31 Dec, 1520.61%4.24%
30 Sep, 1522.06%5.11%
30 Jun, 1520.77%4.59%
31 Mar, 1521.26%4.82%
31 Dec, 1421.00%3.82%
30 Sep, 1423.45%3.11%
30 Jun, 1427.46%2.68%
31 Mar, 1432.03%3.16%
31 Dec, 1331.84%3.42%
30 Sep, 1330.50%3.27%
30 Jun, 1330.55%19.20%
31 Mar, 1312.61%5.79%
31 Dec, 1214.76%16.16%
30 Sep, 129.56%21.83%
30 Jun, 126.62%43.76%
31 Mar, 123.89%94.03%
31 Dec, 112.03%18.57%
30 Sep, 113.31%-

As of 30 Jun 24, Fidus Investment is held by 10.96% institutional shareholders, representing a 1.82% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2423-57.41%
31 Mar, 2454-12.90%
31 Dec, 2362-
30 Sep, 236251.22%
30 Jun, 234110.81%
31 Mar, 2337-24.49%
31 Dec, 224913.95%
30 Sep, 2243-
30 Jun, 224319.44%
31 Mar, 2236-14.29%
31 Dec, 214231.25%
30 Sep, 2132-8.57%
30 Jun, 2135-14.63%
31 Mar, 214151.85%
31 Dec, 2027-12.90%
30 Sep, 2031-11.43%
30 Jun, 2035-25.53%
31 Mar, 20479.30%
31 Dec, 19432.38%
30 Sep, 194227.27%
30 Jun, 1933-10.81%
31 Mar, 1937-5.13%
31 Dec, 183930.00%
30 Sep, 1830-3.23%
30 Jun, 1831-13.89%
31 Mar, 18369.09%
31 Dec, 173313.79%
30 Sep, 1729-29.27%
30 Jun, 174120.59%
31 Mar, 1734-19.05%
31 Dec, 164223.53%
30 Sep, 16349.68%
30 Jun, 163163.16%
31 Mar, 1619-13.64%
31 Dec, 152210.00%
30 Sep, 15205.26%
30 Jun, 1519-20.83%
31 Mar, 1524-17.24%
31 Dec, 142938.10%
30 Sep, 1421-25.00%
30 Jun, 1428-15.15%
31 Mar, 143322.22%
31 Dec, 13273.85%
30 Sep, 1326-44.68%
30 Jun, 1347291.67%
31 Mar, 1312-25.00%
31 Dec, 1216-5.88%
30 Sep, 12176.25%
30 Jun, 1216128.57%
31 Mar, 127-12.50%
31 Dec, 11814.29%
30 Sep, 117-

23 institutional shareholders have increased their position in FDUS stock as of 30 Jun 24 compared to 54 in the previous quarter (a -57.41% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2415-53.13%
31 Mar, 243210.34%
31 Dec, 232961.11%
30 Sep, 2318-25.00%
30 Jun, 2324-25.00%
31 Mar, 23326.67%
31 Dec, 223011.11%
30 Sep, 22273.85%
30 Jun, 22268.33%
31 Mar, 222433.33%
31 Dec, 2118-37.93%
30 Sep, 212952.63%
30 Jun, 2119-
31 Mar, 2119-29.63%
31 Dec, 2027-6.90%
30 Sep, 2029-
30 Jun, 202911.54%
31 Mar, 202623.81%
31 Dec, 192116.67%
30 Sep, 1918-14.29%
30 Jun, 1921-4.55%
31 Mar, 192210.00%
31 Dec, 182011.11%
30 Sep, 1818-5.26%
30 Jun, 181918.75%
31 Mar, 1816-27.27%
31 Dec, 172222.22%
30 Sep, 171820.00%
30 Jun, 171550.00%
31 Mar, 171011.11%
31 Dec, 169-10.00%
30 Sep, 161011.11%
30 Jun, 169-35.71%
31 Mar, 16147.69%
31 Dec, 1513-13.33%
30 Sep, 151525.00%
30 Jun, 151233.33%
31 Mar, 15980.00%
31 Dec, 145-70.59%
30 Sep, 1417-10.53%
30 Jun, 141918.75%
31 Mar, 1416-15.79%
31 Dec, 131911.76%
30 Sep, 1317142.86%
30 Jun, 137133.33%
31 Mar, 13350.00%
31 Dec, 122-
30 Sep, 12--
30 Jun, 12--100.00%
31 Mar, 122-
31 Dec, 112-
30 Sep, 11--

15 institutional shareholders have reduced their position in FDUS stock as of 30 Jun 24 compared to 32 in the previous quarter (a -53.13% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2455-50.45%3,373,104-54.86%10.96%1.82%23-57.41%15-53.13%
31 Mar, 24111-5.13%7,472,023-15.11%24.55%2.25%54-12.90%3210.34%
31 Dec, 231179.35%8,801,62926.30%33.07%4.26%62-2961.11%
30 Sep, 2310718.89%6,968,95042.55%27.84%7.17%6251.22%18-25.00%
30 Jun, 2390-4.26%4,888,872-2.09%19.71%4.86%4110.81%24-25.00%
31 Mar, 2394-6.93%4,993,397-2.71%20.13%4.58%37-24.49%326.67%
31 Dec, 2210113.48%5,132,6218.51%20.98%5.60%4913.95%3011.11%
30 Sep, 22891.14%4,729,9731.28%19.36%5.30%43-273.85%
30 Jun, 22888.64%4,670,384-4.50%19.11%4.77%4319.44%268.33%
31 Mar, 22815.19%4,890,512-1.78%20.01%4.82%36-14.29%2433.33%
31 Dec, 2177-4.94%4,979,175-5.83%20.38%4.35%4231.25%18-37.93%
30 Sep, 21816.58%5,287,316-6.31%21.64%4.06%32-8.57%2952.63%
30 Jun, 2176-8.43%5,643,493-5.64%23.09%3.86%35-14.63%19-
31 Mar, 21839.21%5,980,8480.22%24.47%4.11%4151.85%19-29.63%
31 Dec, 2076-3.80%5,967,5070.54%24.41%4.14%27-12.90%27-6.90%
30 Sep, 20792.60%5,935,683-8.04%24.29%3.48%31-11.43%29-
30 Jun, 2077-10.47%6,454,540-12.23%26.41%2.92%35-25.53%2911.54%
31 Mar, 208610.26%7,354,233-10.63%30.07%2.66%479.30%2623.81%
31 Dec, 19785.41%8,228,92110.01%33.64%3.60%432.38%2116.67%
30 Sep, 1974-2.63%7,480,3703.92%30.58%3.53%4227.27%18-14.29%
30 Jun, 1976-7,197,9433.51%29.42%3.64%33-10.81%21-4.55%
31 Mar, 19761.33%6,953,939-1.24%28.43%3.43%37-5.13%2210.00%
31 Dec, 18757.14%7,041,4983.47%28.78%3.72%3930.00%2011.11%
30 Sep, 1870-1.41%6,805,376-2.40%27.82%3.42%30-3.23%18-5.26%
30 Jun, 1871-6,972,635-5.21%28.50%3.16%31-13.89%1918.75%
31 Mar, 18714.41%7,355,663-5.66%30.03%2.96%369.09%16-27.27%
31 Dec, 17681.49%7,797,206-0.53%31.83%3.10%3313.79%2222.22%
30 Sep, 1767-6.94%7,839,0814.33%32.02%2.91%29-29.27%1820.00%
30 Jun, 177214.29%7,513,45816.50%33.17%4.02%4120.59%1550.00%
31 Mar, 1763-1.56%6,449,18617.93%28.73%3.21%34-19.05%1011.11%
31 Dec, 166412.28%5,468,71124.35%29.91%5.70%4223.53%9-10.00%
30 Sep, 1657-4,397,80113.13%22.90%4.55%349.68%1011.11%
30 Jun, 165726.67%3,887,50216.51%22.43%5.35%3163.16%9-35.71%
31 Mar, 16454.65%3,336,763-0.06%20.47%4.82%19-13.64%147.69%
31 Dec, 1543-8.51%3,338,721-6.96%20.61%4.24%2210.00%13-13.33%
30 Sep, 154711.90%3,588,4136.72%22.06%5.11%205.26%1525.00%
30 Jun, 1542-10.64%3,362,428-1.53%20.77%4.59%19-20.83%1233.33%
31 Mar, 1547-3,414,8171.46%21.26%4.82%24-17.24%980.00%
31 Dec, 1447-2.08%3,365,6833.78%21.00%3.82%2938.10%5-70.59%
30 Sep, 1448-23.81%3,243,145-14.21%23.45%3.11%21-25.00%17-10.53%
30 Jun, 1463-5.97%3,780,319-14.21%27.46%2.68%28-15.15%1918.75%
31 Mar, 146711.67%4,406,3002.31%32.03%3.16%3322.22%16-15.79%
31 Dec, 1360-4,306,6172.94%31.84%3.42%273.85%1911.76%
30 Sep, 1360-1.64%4,183,566-0.04%30.50%3.27%26-44.68%17142.86%
30 Jun, 1361190.48%4,185,363156.56%30.55%19.20%47291.67%7133.33%
31 Mar, 1321-4.55%1,631,3228.49%12.61%5.79%12-25.00%350.00%
31 Dec, 122222.22%1,503,63058.30%14.76%16.16%16-5.88%2-
30 Sep, 1218-949,85852.28%9.56%21.83%176.25%--
30 Jun, 121838.46%623,75470.16%6.62%43.76%16128.57%--100.00%
31 Mar, 121318.18%366,57766.45%3.89%94.03%7-12.50%2-
31 Dec, 111157.14%220,236-29.40%2.03%18.57%814.29%2-
30 Sep, 117-311,952-3.31%-7---

Fidus Investment Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 16, 2020Tune Edward X.director-P-PurchaseBuy3,000$9.43$28.29K6,000
Mar 16, 2020HYMAN CHARLES Ddirector-P-PurchaseBuy2,000$9.84$19.68K25,200
Mar 12, 2020Lauer Thomas Charlesdirector, officer PresidentP-PurchaseBuy2,000$11.45$22.90K81,599
Mar 12, 2020Anstiss Raymond L. Jr.director-P-PurchaseBuy6,150$11.66$71.71K11,396
Mar 12, 2020Anstiss Raymond L. Jr.director-P-PurchaseBuy1,500$9.00$13.50K10,500
Mar 12, 2020ROSS EDWARD Hdirector, officer See RemarksP-PurchaseBuy4,000$9.31$37.24K177,454
Mar 12, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy5,000$9.36$46.80K31,660
Mar 10, 2020ROSS EDWARD Hdirector, officer See RemarksP-PurchaseBuy2,000$11.81$23.62K173,454
Mar 10, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy2,100$11.99$25.18K26,660
Mar 10, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy3,850$12.99$50.01K24,560
Mar 10, 2020Lauer Thomas Charlesdirector, officer PresidentP-PurchaseBuy5,000$12.40$62.00K79,599
Aug 09, 2019Sherard Shelby Eofficer See RemarksP-PurchaseBuy1,750$14.25$24.94K20,710
Aug 09, 2019Sherard Shelby Eofficer See RemarksP-PurchaseBuy1,350$14.40$19.44K18,960
Aug 07, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,000$14.65$14.65K9,000
Jun 04, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,740$15.93$27.72K8,000
Jun 04, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,000$15.97$15.97K6,260
May 15, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy500$15.99$8.00K5,260
May 15, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,750$16.00$28.00K4,760

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 16, 2020Tune Edward X.director-P-PurchaseBuy3,000$9.43$28.29K6,000
Mar 16, 2020HYMAN CHARLES Ddirector-P-PurchaseBuy2,000$9.84$19.68K25,200
Mar 12, 2020Lauer Thomas Charlesdirector, officer PresidentP-PurchaseBuy2,000$11.45$22.90K81,599
Mar 12, 2020Anstiss Raymond L. Jr.director-P-PurchaseBuy6,150$11.66$71.71K11,396
Mar 12, 2020Anstiss Raymond L. Jr.director-P-PurchaseBuy1,500$9.00$13.50K10,500
Mar 12, 2020ROSS EDWARD Hdirector, officer See RemarksP-PurchaseBuy4,000$9.31$37.24K177,454
Mar 12, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy5,000$9.36$46.80K31,660
Mar 10, 2020ROSS EDWARD Hdirector, officer See RemarksP-PurchaseBuy2,000$11.81$23.62K173,454
Mar 10, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy2,100$11.99$25.18K26,660
Mar 10, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy3,850$12.99$50.01K24,560
Mar 10, 2020Lauer Thomas Charlesdirector, officer PresidentP-PurchaseBuy5,000$12.40$62.00K79,599
Aug 09, 2019Sherard Shelby Eofficer See RemarksP-PurchaseBuy1,750$14.25$24.94K20,710
Aug 09, 2019Sherard Shelby Eofficer See RemarksP-PurchaseBuy1,350$14.40$19.44K18,960
Aug 07, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,000$14.65$14.65K9,000
Jun 04, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,740$15.93$27.72K8,000
Jun 04, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,000$15.97$15.97K6,260
May 15, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy500$15.99$8.00K5,260
May 15, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,750$16.00$28.00K4,760

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 26, 2019Tune Edward X.director-Sell---3,000

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 04, 2021ROSS EDWARD Hdirector, officer See RemarksBuy----
Mar 16, 2020Tune Edward X.director-P-PurchaseBuy3,000$9.43$28.29K6,000
Mar 16, 2020HYMAN CHARLES Ddirector-P-PurchaseBuy2,000$9.84$19.68K25,200
Mar 12, 2020Lauer Thomas Charlesdirector, officer PresidentP-PurchaseBuy2,000$11.45$22.90K81,599
Mar 12, 2020Anstiss Raymond L. Jr.director-P-PurchaseBuy6,150$11.66$71.71K11,396
Mar 12, 2020Anstiss Raymond L. Jr.director-P-PurchaseBuy1,500$9.00$13.50K10,500
Mar 12, 2020ROSS EDWARD Hdirector, officer See RemarksP-PurchaseBuy4,000$9.31$37.24K177,454
Mar 12, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy5,000$9.36$46.80K31,660
Mar 10, 2020ROSS EDWARD Hdirector, officer See RemarksP-PurchaseBuy2,000$11.81$23.62K173,454
Mar 10, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy2,100$11.99$25.18K26,660
Mar 10, 2020Sherard Shelby Eofficer See RemarksP-PurchaseBuy3,850$12.99$50.01K24,560
Mar 10, 2020Lauer Thomas Charlesdirector, officer PresidentP-PurchaseBuy5,000$12.40$62.00K79,599
Aug 09, 2019Sherard Shelby Eofficer See RemarksP-PurchaseBuy1,750$14.25$24.94K20,710
Aug 09, 2019Sherard Shelby Eofficer See RemarksP-PurchaseBuy1,350$14.40$19.44K18,960
Aug 07, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,000$14.65$14.65K9,000
Jun 04, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,740$15.93$27.72K8,000
Jun 04, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,000$15.97$15.97K6,260
May 15, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy500$15.99$8.00K5,260
May 15, 2019Anstiss Raymond L. Jr.director-P-PurchaseBuy1,750$16.00$28.00K4,760
Apr 26, 2019Tune Edward X.director-Sell---3,000

The last insider sell of Fidus Investment's stock was made by Tune Edward X. on Apr 26 2019, selling - shares at - per share (valued at -). The last insider buy of FDUS was made by Tune Edward X. on Mar 16 2020, buying 3,000 shares at $9.43 per share (worth $28.29K).

Fidus Investment Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2020---
Q1 202011--
Q3 20193--
Q2 20194--
Q1 2019-1-
Q4 20181--
Q1 20186--
Q3 20152--
Q4 20145--
Q2 201411100.00%
Q4 2013-1-
Q3 20131--
Q4 201231300.00%
Q3 20121--
Q2 20124--
Q1 201241723.53%
Q4 20111111100.00%
Q3 2011-2-
Q2 2011-8-

0 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Fidus Investment's insiders, as of Q4 2020.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2020---
Q1 202011--
Q3 20193--
Q2 20194--
Q1 2019---
Q4 20181--
Q1 20186--
Q3 20152--
Q4 20145--
Q2 20141--
Q4 2013---
Q3 20131--
Q4 20123--
Q3 20121--
Q2 20124--
Q1 201241723.53%
Q4 201111--
Q3 2011---
Q2 2011---

As of Q4 2020, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Fidus Investment's stocks.

Fidus Investment Peer Ownership


TickerCompany
TPVGTriplePoint Venture Growth BDC Corp.
NMFCNew Mountain Finance Corporation
GBDCGolub Capital BDC, Inc.
TSLXSixth Street Specialty Lending, Inc.
SCMStellus Capital Investment Corporation
CGBDCarlyle Secured Lending, Inc.
TCPCBlackRock TCP Capital Corp.
MRCCMonroe Capital Corporation
OFSOFS Capital Corporation

FDUS Ownership FAQ


Fidus Investment is owned by institutional shareholders (10.96%), insiders (1.05%), and public (87.99%). The largest institutional shareholder of Fidus Investment is VAN ECK ASSOCIATES CORP (2.36% of total shares) and the top mutual fund owner is HOMESTEAD FUNDS INC (0.17% of total shares).

Fidus Investment's major institutional shareholders are VAN ECK ASSOCIATES CORP, RAYMOND JAMES & ASSOCIATES, INVESCO LTD., TWO SIGMA INVESTMENTS, LP, and RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.. The top five shareholders own together 8.77% of the company's share outstanding.

As of Jun 2024, there are 55 institutional shareholders of Fidus Investment.

VAN ECK ASSOCIATES CORP owns 725.87K shares of Fidus Investment, representing 2.36% of the company's total shares outstanding, valued at $14.14M (as of Jun 2024).

As of Jun 2024, RAYMOND JAMES & ASSOCIATES holds 556.95K shares of Fidus Investment (FDUS), compromising 1.81% of the company, valued at $10.85M.

INVESCO LTD is the third largest holder of Fidus Investment. The company owns 546.52K of the company's shares outstanding (worth $10.65M).