Fidus Investment Ownership | Who Owns Fidus Investment?

Overview RevenueFinancials Chart Transcripts

Fidus Investment Ownership Summary

Fidus Investment is owned by 22.94% institutional investors, 1.03% insiders, and 76.03% retail investors. Van eck associates is the largest institutional shareholder, holding 2.36% of FDUS shares. VanEck BDC Income ETF is the top mutual fund, with 2.33% of its assets in Fidus Investment shares.

FDUS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Fidus Investment	22.94%	1.03%	76.03%
Sector	Financial Services Stocks	49.80%	13.92%	36.27%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Van eck associates	725.87K	2.36%	$14.14M
Two sigma advisers, lp	565.31K	1.84%	$11.01M
Raymond james & associates	556.95K	1.81%	$10.85M
Invesco	546.52K	1.78%	$10.65M
Two sigma investments, lp	454.92K	1.48%	$8.86M
Raymond james financial services advisors	415.11K	1.35%	$8.09M
Morgan stanley	396.81K	1.29%	$7.73M
Legal & general group	247.31K	0.80%	$4.82M
Cetera investment advisers	233.83K	0.76%	$4.55M
Envestnet asset management	225.90K	0.73%	$4.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	67.34K	1.00%	$1.31M
Davis investment partners	90.76K	0.74%	$1.79M
Mgb wealth management	88.05K	0.65%	$1.74M
Graniteshares advisors	98.08K	0.64%	$1.91M
Palogic value management	56.30K	0.46%	$1.10M
Capital advisory group advisory services	54.13K	0.45%	$1.05M
Virtus etf advisers	46.16K	0.44%	$899.18K
Wt wealth management	59.92K	0.40%	$1.17M
Legacy capital wealth partners	78.06K	0.39%	$1.52M
Enterprise bank & trust	55.91K	0.37%	$1.09M

Top Buyers

Holder	Shares	% Assets	Change
Two sigma advisers, lp	565.31K	0.02%	183.40K
Van eck associates	725.87K	0.02%	125.01K
Legacy capital wealth partners	78.06K	0.39%	78.06K
Two sigma investments, lp	454.92K	0.02%	76.93K
Qube research	92.32K	0.00%	53.11K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	158.48K	0.00%	-167.50K
Quadrature capital	-	-	-88.09K
Fj capital management	-	-	-82.27K
Invesco	546.52K	0.00%	-57.97K
Atom investors lp	-	-	-34.68K

New Positions

Holder	Shares	% Assets	Change	Value
Y-intercept (hong kong)	45.75K	0.05%	45.75K	$891.21K
Clearstead advisors	20.32K	0.01%	20.32K	$395.84K
Grimes & company	15.84K	0.01%	15.84K	$308.56K
Ifp advisors	7.33K	0.01%	7.33K	$142.86K
Farther finance advisors	6.04K	0.01%	6.04K	$117.68K

Sold Out

Holder	Change
Fmr	-31.00
Cape investment advisory	-275.00
Bnp paribas arbitrage, snc	-398.00
Nisa investment advisors	-500.00
Tower research capital llc (trc)	-938.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	110	-5.17%	7,658,985	-1.78%	22	3.57%	58	7.41%	34	-2.86%
Jun 30, 2024	116	2.65%	7,798,184	3.18%	25	4.11%	54	-1.82%	35	6.06%
Mar 31, 2024	113	-3.42%	7,558,189	-14.13%	24	2.27%	55	-11.29%	33	13.79%
Dec 31, 2023	117	9.35%	8,801,629	26.30%	33	4.26%	62	-	29	61.11%
Sep 30, 2023	107	18.89%	6,968,950	42.55%	27	7.17%	62	51.22%	18	-25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	790.99K	2.33%	520.00
Invesco KBW High Dividend Yld Fincl ETF	613.49K	1.81%	-
Columbus Macro Alternative High-Yield	218.71K	0.66%	17.08K
iShares Listed Private Eq ETF USD Dist	131.07K	0.39%	-
GraniteShares HIPS US High Income ETF	119.58K	0.35%	1.65K
Putnam BDC Income ETF	112.17K	0.33%	-3.78K
TrueShares Active Yield ETF	78.09K	0.23%	756.00
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	49.82K	0.15%	49.82K
Virtus Private Credit ETF	39.76K	0.12%	-3.58K
Nikko Active BDC Mother	32.27K	0.10%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 12, 2020	Tune Edward X.	-	Buy	$28.29K
Mar 13, 2020	HYMAN CHARLES D	-	Buy	$19.68K
Mar 11, 2020	Lauer Thomas Charles	President	Buy	$22.90K
Mar 12, 2020	Anstiss Raymond L. Jr.	-	Buy	$13.50K
Mar 11, 2020	Anstiss Raymond L. Jr.	-	Buy	$71.71K

Insider Transactions Trends

Date	Buy	Sell
2020 Q4	-	-
2020 Q1	11	-
2019 Q3	3	-
2019 Q2	4	-
2019 Q1	-	-

FDUS Ownership FAQ

Who Owns Fidus Investment?

Fidus Investment shareholders are primarily institutional investors at 22.94%, followed by 1.03% insiders and 76.03% retail investors. The average institutional ownership in Fidus Investment's industry, Asset Management Stocks, is 41.71%, which Fidus Investment falls below.

Who owns the most shares of Fidus Investment?

Fidus Investment’s largest shareholders are Van eck associates (725.87K shares, 2.36%), Two sigma advisers, lp (565.31K shares, 1.84%), and Raymond james & associates (556.95K shares, 1.81%). Together, they hold 6.00% of Fidus Investment’s total shares outstanding.

Does Blackrock own Fidus Investment?

BlackRock is not among the top 10 institutional shareholders of Fidus Investment.

Who is Fidus Investment’s biggest shareholder by percentage of total assets invested?

Muzinich is Fidus Investment’s biggest shareholder by percentage of total assets invested, with 1.00% of its assets in 67.34K Fidus Investment shares, valued at 1.31M$.

Who is the top mutual fund holder of Fidus Investment shares?

VanEck BDC Income ETF is the top mutual fund holder of Fidus Investment shares, with 2.33% of its total shares outstanding invested in 790.99K Fidus Investment shares.

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