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 |
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 |
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 |
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 |
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 |
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 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 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 | - |
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 | - |
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% | - |
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 | - |
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 | - | - |
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
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 | - |
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 | - | - | - |
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).