Fidus Investment Ownership 2024 | Who Owns Fidus Investment Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VAN ECK ASSOCIATES CORP | 2.36% | 0.02% | 725,873 | 125,011 | 20.81% | 14,140,000 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 1.81% | 0.01% | 556,953 | -421 | -0.08% | 10,849,448 | Jun 30, 2024 |
INVESCO LTD. | 1.78% | 0.00% | 546,520 | -57,973 | -9.59% | 10,646,210 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 1.48% | 0.02% | 454,918 | 76,930 | 20.35% | 8,861,803 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.35% | 0.01% | 415,106 | -17,717 | -4.09% | 8,086,272 | Jun 30, 2024 |
MORGAN STANLEY | 1.29% | 0.00% | 396,806 | 15,356 | 4.03% | 7,729,795 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.80% | 0.00% | 247,313 | 7,105 | 2.96% | 4,821,367 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.73% | 0.00% | 225,904 | 33,474 | 17.40% | 4,400,611 | Jun 30, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.62% | 0.07% | 190,237 | -16,854 | -8.14% | 3,705,817 | Jun 30, 2024 |
NOVARE CAPITAL MANAGEMENT LLC | 0.61% | 0.33% | 189,160 | -300 | -0.16% | 3,684,837 | Jun 30, 2024 |
PFG ADVISORS | 0.58% | 0.23% | 178,404 | 6,735 | 3.92% | 3,475,306 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.51% | 0.00% | 158,480 | -167,500 | -51.38% | 3,087,190 | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.40% | 0.02% | 122,359 | 10,364 | 9.25% | 2,383,552 | Jun 30, 2024 |
GRANITESHARES ADVISORS LLC | 0.32% | 0.64% | 98,076 | 12,232 | 14.25% | 1,910,520 | Jun 30, 2024 |
BLACKROCK INC. | 0.31% | - | 95,792 | -207 | -0.22% | 1,866,028 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.30% | 0.00% | 92,319 | 53,106 | 135.43% | 1,798,374 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.30% | 0.00% | 92,313 | -4,638 | -4.78% | 1,798,258 | Jun 30, 2024 |
DAVIS INVESTMENT PARTNERS, LLC | 0.29% | 0.74% | 90,763 | -5,555 | -5.77% | 1,793,479 | Jun 30, 2024 |
MGB WEALTH MANAGEMENT, LLC | 0.29% | 0.65% | 88,054 | 598 | 0.68% | 1,736,337 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.28% | 0.00% | 85,046 | 23,712 | 38.66% | 1,656,696 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MUZINICH & CO., INC. | 0.22% | 1.00% | 67,341 | 2,300 | 3.54% | 1,311,802 | Jun 30, 2024 |
DAVIS INVESTMENT PARTNERS, LLC | 0.29% | 0.74% | 90,763 | -5,555 | -5.77% | 1,793,479 | Jun 30, 2024 |
MGB WEALTH MANAGEMENT, LLC | 0.29% | 0.65% | 88,054 | 598 | 0.68% | 1,736,337 | Jun 30, 2024 |
GRANITESHARES ADVISORS LLC | 0.32% | 0.64% | 98,076 | 12,232 | 14.25% | 1,910,520 | Jun 30, 2024 |
PALOGIC VALUE MANAGEMENT, L.P. | 0.18% | 0.46% | 56,297 | 1,467 | 2.68% | 1,096,666 | Jun 30, 2024 |
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 0.18% | 0.45% | 54,127 | 9,279 | 20.69% | 1,054,394 | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | 0.15% | 0.44% | 46,159 | 15,077 | 48.51% | 899,177 | Jun 30, 2024 |
LEGACY CAPITAL WEALTH PARTNERS, LLC | 0.25% | 0.39% | 78,060 | 78,060 | 100.00% | 1,520,616 | Jun 30, 2024 |
ENTERPRISE BANK & TRUST CO | 0.18% | 0.37% | 55,912 | - | - | 1,089,166 | Jun 30, 2024 |
NOVARE CAPITAL MANAGEMENT LLC | 0.61% | 0.33% | 189,160 | -300 | -0.16% | 3,684,837 | Jun 30, 2024 |
PFG ADVISORS | 0.58% | 0.23% | 178,404 | 6,735 | 3.92% | 3,475,306 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | 0.27% | 0.17% | 82,266 | -21,738 | -20.90% | 1,602,542 | Jun 30, 2024 |
HEXAGON CAPITAL PARTNERS LLC | 0.10% | 0.13% | 31,750 | - | - | 618,490 | Jun 30, 2024 |
OAK HARBOR WEALTH PARTNERS, LLC | 0.07% | 0.13% | 21,156 | -3,674 | -14.80% | 412,122 | Jun 30, 2024 |
OPTIMUM INVESTMENT ADVISORS | 0.05% | 0.12% | 13,900 | - | - | 270,772 | Jun 30, 2024 |
KINGFISHER CAPITAL LLC | 0.09% | 0.12% | 26,572 | - | - | 518,000 | Jun 30, 2024 |
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.16% | 0.10% | 50,385 | 7,101 | 16.41% | 981,493 | Jun 30, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.62% | 0.07% | 190,237 | -16,854 | -8.14% | 3,705,817 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.11% | 0.07% | 34,682 | 21,779 | 168.79% | 675,605 | Jun 30, 2024 |
MEADOWBROOK INVESTMENT ADVISORS LLC | 0.01% | 0.05% | 2,765 | -285 | -9.34% | 53,862 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VAN ECK ASSOCIATES CORP | 2.36% | 0.02% | 725,873 | 125,011 | 20.81% | 14,140,000 | Jun 30, 2024 |
LEGACY CAPITAL WEALTH PARTNERS, LLC | 0.25% | 0.39% | 78,060 | 78,060 | 100.00% | 1,520,616 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 1.48% | 0.02% | 454,918 | 76,930 | 20.35% | 8,861,803 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.30% | 0.00% | 92,319 | 53,106 | 135.43% | 1,798,374 | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | 0.15% | 0.05% | 45,750 | 45,750 | 100.00% | 891,210 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.73% | 0.00% | 225,904 | 33,474 | 17.40% | 4,400,611 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.28% | 0.00% | 85,046 | 23,712 | 38.66% | 1,656,696 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.11% | 0.07% | 34,682 | 21,779 | 168.79% | 675,605 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.07% | 0.01% | 20,320 | 20,320 | 100.00% | 395,842 | Jun 30, 2024 |
RAYMOND JAMES TRUST N.A. | 0.18% | 0.03% | 56,338 | 18,638 | 49.44% | 1,097,465 | Jun 30, 2024 |
KOSS-OLINGER CONSULTING, LLC | 0.06% | 0.03% | 17,205 | 17,205 | 100.00% | 335,000 | Jun 30, 2024 |
GRIMES & COMPANY, INC. | 0.05% | 0.01% | 15,840 | 15,840 | 100.00% | 308,555 | Jun 30, 2024 |
MORGAN STANLEY | 1.29% | 0.00% | 396,806 | 15,356 | 4.03% | 7,729,795 | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | 0.15% | 0.44% | 46,159 | 15,077 | 48.51% | 899,177 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.05% | - | 14,380 | 14,380 | 100.00% | 280,122 | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.05% | 0.02% | 14,092 | 14,092 | 100.00% | 274,512 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.06% | 0.00% | 17,497 | 13,158 | 303.25% | 340,838 | Jun 30, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.08% | 0.00% | 23,666 | 12,958 | 121.01% | 461,000 | Jun 30, 2024 |
GRANITESHARES ADVISORS LLC | 0.32% | 0.64% | 98,076 | 12,232 | 14.25% | 1,910,520 | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.40% | 0.02% | 122,359 | 10,364 | 9.25% | 2,383,552 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MILLENNIUM MANAGEMENT LLC | 0.51% | 0.00% | 158,480 | -167,500 | -51.38% | 3,087,190 | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -88,089 | -100.00% | - | Jun 30, 2024 |
INVESCO LTD. | 1.78% | 0.00% | 546,520 | -57,973 | -9.59% | 10,646,210 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.06% | 0.00% | 18,318 | -56,969 | -75.67% | 356,835 | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -31,100 | -100.00% | - | Jun 30, 2024 |
JANNEY MONTGOMERY SCOTT LLC | 0.04% | 0.00% | 13,129 | -26,300 | -66.70% | 256,000 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | 0.27% | 0.17% | 82,266 | -21,738 | -20.90% | 1,602,542 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.35% | 0.01% | 415,106 | -17,717 | -4.09% | 8,086,272 | Jun 30, 2024 |
BARCLAYS PLC | 0.14% | 0.00% | 43,129 | -17,286 | -28.61% | 840,000 | Jun 30, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.62% | 0.07% | 190,237 | -16,854 | -8.14% | 3,705,817 | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | 0.03% | 0.01% | 9,700 | -13,000 | -57.27% | 188,956 | Jun 30, 2024 |
BLAIR WILLIAM & CO/IL | - | - | - | -12,421 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | 0.02% | 0.01% | 6,806 | -7,982 | -53.98% | 132,581 | Jun 30, 2024 |
DAVIS INVESTMENT PARTNERS, LLC | 0.29% | 0.74% | 90,763 | -5,555 | -5.77% | 1,793,479 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.30% | 0.00% | 92,313 | -4,638 | -4.78% | 1,798,258 | Jun 30, 2024 |
OAK HARBOR WEALTH PARTNERS, LLC | 0.07% | 0.13% | 21,156 | -3,674 | -14.80% | 412,122 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.10% | 0.00% | 31,743 | -2,773 | -8.03% | 618,000 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.14% | 0.01% | 41,782 | -2,475 | -5.59% | 813,913 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -2,281 | -100.00% | - | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.25% | 0.00% | 76,021 | -2,245 | -2.87% | 1,480,886 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
Y-INTERCEPT (HONG KONG) LTD | 0.15% | 0.05% | 45,750 | 45,750 | 100.00% | 891,210 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.07% | 0.01% | 20,320 | 20,320 | 100.00% | 395,842 | Jun 30, 2024 |
GRIMES & COMPANY, INC. | 0.05% | 0.01% | 15,840 | 15,840 | 100.00% | 308,555 | Jun 30, 2024 |
IFP ADVISORS, INC | 0.02% | 0.01% | 7,334 | 7,334 | 100.00% | 142,864 | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | 0.02% | 0.01% | 6,041 | 6,041 | 100.00% | 117,679 | Jun 30, 2024 |
ARLINGTON TRUST CO LLC | 0.02% | 0.03% | 6,000 | 6,000 | 100.00% | 116,880 | Jun 30, 2024 |
WETZEL INVESTMENT ADVISORS, INC. | 0.01% | 0.02% | 1,640 | 1,640 | 100.00% | 32,374 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
HOMESTEAD FUNDS INC | 0.17% | 943,000 | - | - | Mar 31, 2024 |
DIREXION FUNDS | 0.14% | 200,000 | - | - | Feb 29, 2024 |
Homestead Funds Trust | 0.11% | 166,000 | - | - | Mar 31, 2024 |
Two Roads Shared Trust | 0.07% | 2,900,000 | 1,002,000 | 52.79% | Jan 31, 2024 |
AMG Funds I | 0.02% | 44,773 | - | - | Jan 31, 2024 |
GraniteShares ETF Trust | 0.02% | 85,844 | 10,920 | 14.57% | Mar 31, 2024 |
ETFis Series Trust I | 0.02% | 23,573 | 2,236 | 10.48% | Jan 31, 2024 |
DIREXION FUNDS | 0.01% | 9,000 | - | - | Feb 29, 2024 |
ALPS Series Trust | 0.01% | 49,658 | - | - | Mar 31, 2024 |
Putnam ETF Trust | 0.00% | 40,563 | 15,366 | 60.98% | Jan 31, 2024 |
Two Roads Shared Trust | 0.00% | 133,474 | - | - | Jan 31, 2024 |
DIREXION FUNDS | 0.00% | 4,250 | - | - | Feb 29, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 570,934 | 570,934 | - | Feb 29, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 13,979 | - | - | Mar 28, 2024 |
Angel Oak Funds Trust | 0.00% | 80,000 | - | - | Jan 31, 2024 |
LITMAN GREGORY FUNDS TRUST | 0.00% | 14,847 | - | - | Mar 31, 2024 |
FINANCIAL INVESTORS TRUST | 0.00% | 7,320 | - | - | Jan 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 356 | - | - | Mar 31, 2024 |
Blackstone Alternative Investment Funds | 0.00% | 3,200 | -2,200 | -40.74% | Mar 31, 2024 |
RBC FUNDS TRUST | 0.00% | 2,900 | - | - | Mar 28, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 2,746 | - | - | Jan 31, 2024 |
VanEck ETF Trust | 0.00% | 567,688 | 160,725 | 39.49% | Jan 31, 2024 |
SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 5,409 | - | - | Dec 31, 2023 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 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
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 55 | -50.45% |
31 Mar, 24 | 111 | -5.13% |
31 Dec, 23 | 117 | 9.35% |
30 Sep, 23 | 107 | 18.89% |
30 Jun, 23 | 90 | -4.26% |
31 Mar, 23 | 94 | -6.93% |
31 Dec, 22 | 101 | 13.48% |
30 Sep, 22 | 89 | 1.14% |
30 Jun, 22 | 88 | 8.64% |
31 Mar, 22 | 81 | 5.19% |
31 Dec, 21 | 77 | -4.94% |
30 Sep, 21 | 81 | 6.58% |
30 Jun, 21 | 76 | -8.43% |
31 Mar, 21 | 83 | 9.21% |
31 Dec, 20 | 76 | -3.80% |
30 Sep, 20 | 79 | 2.60% |
30 Jun, 20 | 77 | -10.47% |
31 Mar, 20 | 86 | 10.26% |
31 Dec, 19 | 78 | 5.41% |
30 Sep, 19 | 74 | -2.63% |
30 Jun, 19 | 76 | - |
31 Mar, 19 | 76 | 1.33% |
31 Dec, 18 | 75 | 7.14% |
30 Sep, 18 | 70 | -1.41% |
30 Jun, 18 | 71 | - |
31 Mar, 18 | 71 | 4.41% |
31 Dec, 17 | 68 | 1.49% |
30 Sep, 17 | 67 | -6.94% |
30 Jun, 17 | 72 | 14.29% |
31 Mar, 17 | 63 | -1.56% |
31 Dec, 16 | 64 | 12.28% |
30 Sep, 16 | 57 | - |
30 Jun, 16 | 57 | 26.67% |
31 Mar, 16 | 45 | 4.65% |
31 Dec, 15 | 43 | -8.51% |
30 Sep, 15 | 47 | 11.90% |
30 Jun, 15 | 42 | -10.64% |
31 Mar, 15 | 47 | - |
31 Dec, 14 | 47 | -2.08% |
30 Sep, 14 | 48 | -23.81% |
30 Jun, 14 | 63 | -5.97% |
31 Mar, 14 | 67 | 11.67% |
31 Dec, 13 | 60 | - |
30 Sep, 13 | 60 | -1.64% |
30 Jun, 13 | 61 | 190.48% |
31 Mar, 13 | 21 | -4.55% |
31 Dec, 12 | 22 | 22.22% |
30 Sep, 12 | 18 | - |
30 Jun, 12 | 18 | 38.46% |
31 Mar, 12 | 13 | 18.18% |
31 Dec, 11 | 11 | 57.14% |
30 Sep, 11 | 7 | - |
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
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 3,373,104 | -54.86% |
31 Mar, 24 | 7,472,023 | -15.11% |
31 Dec, 23 | 8,801,629 | 26.30% |
30 Sep, 23 | 6,968,950 | 42.55% |
30 Jun, 23 | 4,888,872 | -2.09% |
31 Mar, 23 | 4,993,397 | -2.71% |
31 Dec, 22 | 5,132,621 | 8.51% |
30 Sep, 22 | 4,729,973 | 1.28% |
30 Jun, 22 | 4,670,384 | -4.50% |
31 Mar, 22 | 4,890,512 | -1.78% |
31 Dec, 21 | 4,979,175 | -5.83% |
30 Sep, 21 | 5,287,316 | -6.31% |
30 Jun, 21 | 5,643,493 | -5.64% |
31 Mar, 21 | 5,980,848 | 0.22% |
31 Dec, 20 | 5,967,507 | 0.54% |
30 Sep, 20 | 5,935,683 | -8.04% |
30 Jun, 20 | 6,454,540 | -12.23% |
31 Mar, 20 | 7,354,233 | -10.63% |
31 Dec, 19 | 8,228,921 | 10.01% |
30 Sep, 19 | 7,480,370 | 3.92% |
30 Jun, 19 | 7,197,943 | 3.51% |
31 Mar, 19 | 6,953,939 | -1.24% |
31 Dec, 18 | 7,041,498 | 3.47% |
30 Sep, 18 | 6,805,376 | -2.40% |
30 Jun, 18 | 6,972,635 | -5.21% |
31 Mar, 18 | 7,355,663 | -5.66% |
31 Dec, 17 | 7,797,206 | -0.53% |
30 Sep, 17 | 7,839,081 | 4.33% |
30 Jun, 17 | 7,513,458 | 16.50% |
31 Mar, 17 | 6,449,186 | 17.93% |
31 Dec, 16 | 5,468,711 | 24.35% |
30 Sep, 16 | 4,397,801 | 13.13% |
30 Jun, 16 | 3,887,502 | 16.51% |
31 Mar, 16 | 3,336,763 | -0.06% |
31 Dec, 15 | 3,338,721 | -6.96% |
30 Sep, 15 | 3,588,413 | 6.72% |
30 Jun, 15 | 3,362,428 | -1.53% |
31 Mar, 15 | 3,414,817 | 1.46% |
31 Dec, 14 | 3,365,683 | 3.78% |
30 Sep, 14 | 3,243,145 | -14.21% |
30 Jun, 14 | 3,780,319 | -14.21% |
31 Mar, 14 | 4,406,300 | 2.31% |
31 Dec, 13 | 4,306,617 | 2.94% |
30 Sep, 13 | 4,183,566 | -0.04% |
30 Jun, 13 | 4,185,363 | 156.56% |
31 Mar, 13 | 1,631,322 | 8.49% |
31 Dec, 12 | 1,503,630 | 58.30% |
30 Sep, 12 | 949,858 | 52.28% |
30 Jun, 12 | 623,754 | 70.16% |
31 Mar, 12 | 366,577 | 66.45% |
31 Dec, 11 | 220,236 | -29.40% |
30 Sep, 11 | 311,952 | - |
Fidus Investment (FDUS) has 3.37M shares outstanding as of 30 Jun 24, down -54.86% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 10.96% | 1.82% |
31 Mar, 24 | 24.55% | 2.25% |
31 Dec, 23 | 33.07% | 4.26% |
30 Sep, 23 | 27.84% | 7.17% |
30 Jun, 23 | 19.71% | 4.86% |
31 Mar, 23 | 20.13% | 4.58% |
31 Dec, 22 | 20.98% | 5.60% |
30 Sep, 22 | 19.36% | 5.30% |
30 Jun, 22 | 19.11% | 4.77% |
31 Mar, 22 | 20.01% | 4.82% |
31 Dec, 21 | 20.38% | 4.35% |
30 Sep, 21 | 21.64% | 4.06% |
30 Jun, 21 | 23.09% | 3.86% |
31 Mar, 21 | 24.47% | 4.11% |
31 Dec, 20 | 24.41% | 4.14% |
30 Sep, 20 | 24.29% | 3.48% |
30 Jun, 20 | 26.41% | 2.92% |
31 Mar, 20 | 30.07% | 2.66% |
31 Dec, 19 | 33.64% | 3.60% |
30 Sep, 19 | 30.58% | 3.53% |
30 Jun, 19 | 29.42% | 3.64% |
31 Mar, 19 | 28.43% | 3.43% |
31 Dec, 18 | 28.78% | 3.72% |
30 Sep, 18 | 27.82% | 3.42% |
30 Jun, 18 | 28.50% | 3.16% |
31 Mar, 18 | 30.03% | 2.96% |
31 Dec, 17 | 31.83% | 3.10% |
30 Sep, 17 | 32.02% | 2.91% |
30 Jun, 17 | 33.17% | 4.02% |
31 Mar, 17 | 28.73% | 3.21% |
31 Dec, 16 | 29.91% | 5.70% |
30 Sep, 16 | 22.90% | 4.55% |
30 Jun, 16 | 22.43% | 5.35% |
31 Mar, 16 | 20.47% | 4.82% |
31 Dec, 15 | 20.61% | 4.24% |
30 Sep, 15 | 22.06% | 5.11% |
30 Jun, 15 | 20.77% | 4.59% |
31 Mar, 15 | 21.26% | 4.82% |
31 Dec, 14 | 21.00% | 3.82% |
30 Sep, 14 | 23.45% | 3.11% |
30 Jun, 14 | 27.46% | 2.68% |
31 Mar, 14 | 32.03% | 3.16% |
31 Dec, 13 | 31.84% | 3.42% |
30 Sep, 13 | 30.50% | 3.27% |
30 Jun, 13 | 30.55% | 19.20% |
31 Mar, 13 | 12.61% | 5.79% |
31 Dec, 12 | 14.76% | 16.16% |
30 Sep, 12 | 9.56% | 21.83% |
30 Jun, 12 | 6.62% | 43.76% |
31 Mar, 12 | 3.89% | 94.03% |
31 Dec, 11 | 2.03% | 18.57% |
30 Sep, 11 | 3.31% | - |
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
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 23 | -57.41% |
31 Mar, 24 | 54 | -12.90% |
31 Dec, 23 | 62 | - |
30 Sep, 23 | 62 | 51.22% |
30 Jun, 23 | 41 | 10.81% |
31 Mar, 23 | 37 | -24.49% |
31 Dec, 22 | 49 | 13.95% |
30 Sep, 22 | 43 | - |
30 Jun, 22 | 43 | 19.44% |
31 Mar, 22 | 36 | -14.29% |
31 Dec, 21 | 42 | 31.25% |
30 Sep, 21 | 32 | -8.57% |
30 Jun, 21 | 35 | -14.63% |
31 Mar, 21 | 41 | 51.85% |
31 Dec, 20 | 27 | -12.90% |
30 Sep, 20 | 31 | -11.43% |
30 Jun, 20 | 35 | -25.53% |
31 Mar, 20 | 47 | 9.30% |
31 Dec, 19 | 43 | 2.38% |
30 Sep, 19 | 42 | 27.27% |
30 Jun, 19 | 33 | -10.81% |
31 Mar, 19 | 37 | -5.13% |
31 Dec, 18 | 39 | 30.00% |
30 Sep, 18 | 30 | -3.23% |
30 Jun, 18 | 31 | -13.89% |
31 Mar, 18 | 36 | 9.09% |
31 Dec, 17 | 33 | 13.79% |
30 Sep, 17 | 29 | -29.27% |
30 Jun, 17 | 41 | 20.59% |
31 Mar, 17 | 34 | -19.05% |
31 Dec, 16 | 42 | 23.53% |
30 Sep, 16 | 34 | 9.68% |
30 Jun, 16 | 31 | 63.16% |
31 Mar, 16 | 19 | -13.64% |
31 Dec, 15 | 22 | 10.00% |
30 Sep, 15 | 20 | 5.26% |
30 Jun, 15 | 19 | -20.83% |
31 Mar, 15 | 24 | -17.24% |
31 Dec, 14 | 29 | 38.10% |
30 Sep, 14 | 21 | -25.00% |
30 Jun, 14 | 28 | -15.15% |
31 Mar, 14 | 33 | 22.22% |
31 Dec, 13 | 27 | 3.85% |
30 Sep, 13 | 26 | -44.68% |
30 Jun, 13 | 47 | 291.67% |
31 Mar, 13 | 12 | -25.00% |
31 Dec, 12 | 16 | -5.88% |
30 Sep, 12 | 17 | 6.25% |
30 Jun, 12 | 16 | 128.57% |
31 Mar, 12 | 7 | -12.50% |
31 Dec, 11 | 8 | 14.29% |
30 Sep, 11 | 7 | - |
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
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 15 | -53.13% |
31 Mar, 24 | 32 | 10.34% |
31 Dec, 23 | 29 | 61.11% |
30 Sep, 23 | 18 | -25.00% |
30 Jun, 23 | 24 | -25.00% |
31 Mar, 23 | 32 | 6.67% |
31 Dec, 22 | 30 | 11.11% |
30 Sep, 22 | 27 | 3.85% |
30 Jun, 22 | 26 | 8.33% |
31 Mar, 22 | 24 | 33.33% |
31 Dec, 21 | 18 | -37.93% |
30 Sep, 21 | 29 | 52.63% |
30 Jun, 21 | 19 | - |
31 Mar, 21 | 19 | -29.63% |
31 Dec, 20 | 27 | -6.90% |
30 Sep, 20 | 29 | - |
30 Jun, 20 | 29 | 11.54% |
31 Mar, 20 | 26 | 23.81% |
31 Dec, 19 | 21 | 16.67% |
30 Sep, 19 | 18 | -14.29% |
30 Jun, 19 | 21 | -4.55% |
31 Mar, 19 | 22 | 10.00% |
31 Dec, 18 | 20 | 11.11% |
30 Sep, 18 | 18 | -5.26% |
30 Jun, 18 | 19 | 18.75% |
31 Mar, 18 | 16 | -27.27% |
31 Dec, 17 | 22 | 22.22% |
30 Sep, 17 | 18 | 20.00% |
30 Jun, 17 | 15 | 50.00% |
31 Mar, 17 | 10 | 11.11% |
31 Dec, 16 | 9 | -10.00% |
30 Sep, 16 | 10 | 11.11% |
30 Jun, 16 | 9 | -35.71% |
31 Mar, 16 | 14 | 7.69% |
31 Dec, 15 | 13 | -13.33% |
30 Sep, 15 | 15 | 25.00% |
30 Jun, 15 | 12 | 33.33% |
31 Mar, 15 | 9 | 80.00% |
31 Dec, 14 | 5 | -70.59% |
30 Sep, 14 | 17 | -10.53% |
30 Jun, 14 | 19 | 18.75% |
31 Mar, 14 | 16 | -15.79% |
31 Dec, 13 | 19 | 11.76% |
30 Sep, 13 | 17 | 142.86% |
30 Jun, 13 | 7 | 133.33% |
31 Mar, 13 | 3 | 50.00% |
31 Dec, 12 | 2 | - |
30 Sep, 12 | - | - |
30 Jun, 12 | - | -100.00% |
31 Mar, 12 | 2 | - |
31 Dec, 11 | 2 | - |
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
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 55 | -50.45% | 3,373,104 | -54.86% | 10.96% | 1.82% | 23 | -57.41% | 15 | -53.13% |
31 Mar, 24 | 111 | -5.13% | 7,472,023 | -15.11% | 24.55% | 2.25% | 54 | -12.90% | 32 | 10.34% |
31 Dec, 23 | 117 | 9.35% | 8,801,629 | 26.30% | 33.07% | 4.26% | 62 | - | 29 | 61.11% |
30 Sep, 23 | 107 | 18.89% | 6,968,950 | 42.55% | 27.84% | 7.17% | 62 | 51.22% | 18 | -25.00% |
30 Jun, 23 | 90 | -4.26% | 4,888,872 | -2.09% | 19.71% | 4.86% | 41 | 10.81% | 24 | -25.00% |
31 Mar, 23 | 94 | -6.93% | 4,993,397 | -2.71% | 20.13% | 4.58% | 37 | -24.49% | 32 | 6.67% |
31 Dec, 22 | 101 | 13.48% | 5,132,621 | 8.51% | 20.98% | 5.60% | 49 | 13.95% | 30 | 11.11% |
30 Sep, 22 | 89 | 1.14% | 4,729,973 | 1.28% | 19.36% | 5.30% | 43 | - | 27 | 3.85% |
30 Jun, 22 | 88 | 8.64% | 4,670,384 | -4.50% | 19.11% | 4.77% | 43 | 19.44% | 26 | 8.33% |
31 Mar, 22 | 81 | 5.19% | 4,890,512 | -1.78% | 20.01% | 4.82% | 36 | -14.29% | 24 | 33.33% |
31 Dec, 21 | 77 | -4.94% | 4,979,175 | -5.83% | 20.38% | 4.35% | 42 | 31.25% | 18 | -37.93% |
30 Sep, 21 | 81 | 6.58% | 5,287,316 | -6.31% | 21.64% | 4.06% | 32 | -8.57% | 29 | 52.63% |
30 Jun, 21 | 76 | -8.43% | 5,643,493 | -5.64% | 23.09% | 3.86% | 35 | -14.63% | 19 | - |
31 Mar, 21 | 83 | 9.21% | 5,980,848 | 0.22% | 24.47% | 4.11% | 41 | 51.85% | 19 | -29.63% |
31 Dec, 20 | 76 | -3.80% | 5,967,507 | 0.54% | 24.41% | 4.14% | 27 | -12.90% | 27 | -6.90% |
30 Sep, 20 | 79 | 2.60% | 5,935,683 | -8.04% | 24.29% | 3.48% | 31 | -11.43% | 29 | - |
30 Jun, 20 | 77 | -10.47% | 6,454,540 | -12.23% | 26.41% | 2.92% | 35 | -25.53% | 29 | 11.54% |
31 Mar, 20 | 86 | 10.26% | 7,354,233 | -10.63% | 30.07% | 2.66% | 47 | 9.30% | 26 | 23.81% |
31 Dec, 19 | 78 | 5.41% | 8,228,921 | 10.01% | 33.64% | 3.60% | 43 | 2.38% | 21 | 16.67% |
30 Sep, 19 | 74 | -2.63% | 7,480,370 | 3.92% | 30.58% | 3.53% | 42 | 27.27% | 18 | -14.29% |
30 Jun, 19 | 76 | - | 7,197,943 | 3.51% | 29.42% | 3.64% | 33 | -10.81% | 21 | -4.55% |
31 Mar, 19 | 76 | 1.33% | 6,953,939 | -1.24% | 28.43% | 3.43% | 37 | -5.13% | 22 | 10.00% |
31 Dec, 18 | 75 | 7.14% | 7,041,498 | 3.47% | 28.78% | 3.72% | 39 | 30.00% | 20 | 11.11% |
30 Sep, 18 | 70 | -1.41% | 6,805,376 | -2.40% | 27.82% | 3.42% | 30 | -3.23% | 18 | -5.26% |
30 Jun, 18 | 71 | - | 6,972,635 | -5.21% | 28.50% | 3.16% | 31 | -13.89% | 19 | 18.75% |
31 Mar, 18 | 71 | 4.41% | 7,355,663 | -5.66% | 30.03% | 2.96% | 36 | 9.09% | 16 | -27.27% |
31 Dec, 17 | 68 | 1.49% | 7,797,206 | -0.53% | 31.83% | 3.10% | 33 | 13.79% | 22 | 22.22% |
30 Sep, 17 | 67 | -6.94% | 7,839,081 | 4.33% | 32.02% | 2.91% | 29 | -29.27% | 18 | 20.00% |
30 Jun, 17 | 72 | 14.29% | 7,513,458 | 16.50% | 33.17% | 4.02% | 41 | 20.59% | 15 | 50.00% |
31 Mar, 17 | 63 | -1.56% | 6,449,186 | 17.93% | 28.73% | 3.21% | 34 | -19.05% | 10 | 11.11% |
31 Dec, 16 | 64 | 12.28% | 5,468,711 | 24.35% | 29.91% | 5.70% | 42 | 23.53% | 9 | -10.00% |
30 Sep, 16 | 57 | - | 4,397,801 | 13.13% | 22.90% | 4.55% | 34 | 9.68% | 10 | 11.11% |
30 Jun, 16 | 57 | 26.67% | 3,887,502 | 16.51% | 22.43% | 5.35% | 31 | 63.16% | 9 | -35.71% |
31 Mar, 16 | 45 | 4.65% | 3,336,763 | -0.06% | 20.47% | 4.82% | 19 | -13.64% | 14 | 7.69% |
31 Dec, 15 | 43 | -8.51% | 3,338,721 | -6.96% | 20.61% | 4.24% | 22 | 10.00% | 13 | -13.33% |
30 Sep, 15 | 47 | 11.90% | 3,588,413 | 6.72% | 22.06% | 5.11% | 20 | 5.26% | 15 | 25.00% |
30 Jun, 15 | 42 | -10.64% | 3,362,428 | -1.53% | 20.77% | 4.59% | 19 | -20.83% | 12 | 33.33% |
31 Mar, 15 | 47 | - | 3,414,817 | 1.46% | 21.26% | 4.82% | 24 | -17.24% | 9 | 80.00% |
31 Dec, 14 | 47 | -2.08% | 3,365,683 | 3.78% | 21.00% | 3.82% | 29 | 38.10% | 5 | -70.59% |
30 Sep, 14 | 48 | -23.81% | 3,243,145 | -14.21% | 23.45% | 3.11% | 21 | -25.00% | 17 | -10.53% |
30 Jun, 14 | 63 | -5.97% | 3,780,319 | -14.21% | 27.46% | 2.68% | 28 | -15.15% | 19 | 18.75% |
31 Mar, 14 | 67 | 11.67% | 4,406,300 | 2.31% | 32.03% | 3.16% | 33 | 22.22% | 16 | -15.79% |
31 Dec, 13 | 60 | - | 4,306,617 | 2.94% | 31.84% | 3.42% | 27 | 3.85% | 19 | 11.76% |
30 Sep, 13 | 60 | -1.64% | 4,183,566 | -0.04% | 30.50% | 3.27% | 26 | -44.68% | 17 | 142.86% |
30 Jun, 13 | 61 | 190.48% | 4,185,363 | 156.56% | 30.55% | 19.20% | 47 | 291.67% | 7 | 133.33% |
31 Mar, 13 | 21 | -4.55% | 1,631,322 | 8.49% | 12.61% | 5.79% | 12 | -25.00% | 3 | 50.00% |
31 Dec, 12 | 22 | 22.22% | 1,503,630 | 58.30% | 14.76% | 16.16% | 16 | -5.88% | 2 | - |
30 Sep, 12 | 18 | - | 949,858 | 52.28% | 9.56% | 21.83% | 17 | 6.25% | - | - |
30 Jun, 12 | 18 | 38.46% | 623,754 | 70.16% | 6.62% | 43.76% | 16 | 128.57% | - | -100.00% |
31 Mar, 12 | 13 | 18.18% | 366,577 | 66.45% | 3.89% | 94.03% | 7 | -12.50% | 2 | - |
31 Dec, 11 | 11 | 57.14% | 220,236 | -29.40% | 2.03% | 18.57% | 8 | 14.29% | 2 | - |
30 Sep, 11 | 7 | - | 311,952 | - | 3.31% | - | 7 | - | - | - |
Fidus Investment Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
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
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2020 | - | - | - |
Q1 2020 | 11 | - | - |
Q3 2019 | 3 | - | - |
Q2 2019 | 4 | - | - |
Q1 2019 | - | 1 | - |
Q4 2018 | 1 | - | - |
Q1 2018 | 6 | - | - |
Q3 2015 | 2 | - | - |
Q4 2014 | 5 | - | - |
Q2 2014 | 1 | 1 | 100.00% |
Q4 2013 | - | 1 | - |
Q3 2013 | 1 | - | - |
Q4 2012 | 3 | 1 | 300.00% |
Q3 2012 | 1 | - | - |
Q2 2012 | 4 | - | - |
Q1 2012 | 4 | 17 | 23.53% |
Q4 2011 | 11 | 1 | 1100.00% |
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
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2020 | - | - | - |
Q1 2020 | 11 | - | - |
Q3 2019 | 3 | - | - |
Q2 2019 | 4 | - | - |
Q1 2019 | - | - | - |
Q4 2018 | 1 | - | - |
Q1 2018 | 6 | - | - |
Q3 2015 | 2 | - | - |
Q4 2014 | 5 | - | - |
Q2 2014 | 1 | - | - |
Q4 2013 | - | - | - |
Q3 2013 | 1 | - | - |
Q4 2012 | 3 | - | - |
Q3 2012 | 1 | - | - |
Q2 2012 | 4 | - | - |
Q1 2012 | 4 | 17 | 23.53% |
Q4 2011 | 11 | - | - |
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
Ticker | Company |
---|---|
TPVG | TriplePoint Venture Growth BDC Corp. |
NMFC | New Mountain Finance Corporation |
GBDC | Golub Capital BDC, Inc. |
TSLX | Sixth Street Specialty Lending, Inc. |
SCM | Stellus Capital Investment Corporation |
CGBD | Carlyle Secured Lending, Inc. |
TCPC | BlackRock TCP Capital Corp. |
MRCC | Monroe Capital Corporation |
OFS | OFS Capital Corporation |
FDUS Ownership FAQ
Who Owns Fidus Investment?
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).
Who are the major institutional shareholders of Fidus Investment?
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.
How many Fidus Investment shareholders are there?
As of Jun 2024, there are 55 institutional shareholders of Fidus Investment.
What percentage of Fidus Investment is owned by VAN ECK ASSOCIATES CORP?
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).
What percentage of Fidus Investment is owned by RAYMOND JAMES & ASSOCIATES?
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.
What percentage of Fidus Investment is owned by INVESCO LTD?
INVESCO LTD is the third largest holder of Fidus Investment. The company owns 546.52K of the company's shares outstanding (worth $10.65M).