Fidus Investment Ownership 2024 | Who Owns Fidus Investment Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

24.18%

Insider Ownership

1.10%

Retail Ownership

74.72%

Institutional Holders

109.00

Fidus Investment Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INVESCO LTD.1.99%0.00%604,49340,5357.19%11,932,692Mar 31, 2024
VAN ECK ASSOCIATES CORP1.97%0.02%600,86282,04915.81%11,861,000Mar 31, 2024
RAYMOND JAMES & ASSOCIATES1.83%0.01%557,374-24,274-4.17%11,002,579Mar 31, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.1.42%0.01%432,823-4,068-0.93%8,543,935Mar 31, 2024
TWO SIGMA ADVISERS, LP1.25%0.02%381,913-43,300-10.18%7,538,963Mar 31, 2024
MORGAN STANLEY1.25%0.00%381,450-67,067-14.95%7,529,830Mar 31, 2024
TWO SIGMA INVESTMENTS, LP1.24%0.02%377,988-110,985-22.70%7,461,483Mar 31, 2024
MILLENNIUM MANAGEMENT LLC1.07%0.00%325,980-42,263-11.48%6,434,845Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.79%0.00%240,20847,36524.56%4,744,108Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.0.68%0.08%207,0918,7684.42%4,087,976Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC0.63%0.00%192,43022,46913.22%3,798,577Mar 31, 2024
NOVARE CAPITAL MANAGEMENT LLC0.62%0.34%189,4607,1623.93%3,739,941Mar 31, 2024
PFG ADVISORS0.56%0.25%171,669-160-0.09%3,388,743Mar 31, 2024
NEWEDGE ADVISORS, LLC0.37%0.02%111,9957,8597.55%2,210,787Mar 31, 2024
FJ CAPITAL MANAGEMENT LLC0.34%0.21%104,004104,004100.00%2,053,039Mar 31, 2024
AMERIPRISE FINANCIAL INC0.32%0.00%96,951-4,861-4.77%1,913,218Mar 31, 2024
DAVIS INVESTMENT PARTNERS, LLC0.32%0.83%96,3182000.21%1,891,687Mar 31, 2024
BLACKROCK INC.0.32%-95,9996,8317.66%1,895,020Mar 31, 2024
CETERA INVESTMENT ADVISERS0.29%0.02%88,489-50,708-36.43%1,746,767Mar 31, 2024
QUADRATURE CAPITAL LTD0.29%0.03%88,089-91,067-50.83%1,739,758Mar 31, 2024

Fidus Investment's largest institutional shareholder is INVESCO LTD., holding 1.99% of the company's total share outstanding, currently valued at $11.93M. The top 10 institutional shareholders own together 13.50% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GRANITESHARES ADVISORS LLC0.28%0.90%85,84410,92014.57%1,694,561Mar 31, 2024
MUZINICH & CO., INC.0.21%0.85%65,041--1,280,657Mar 31, 2024
DAVIS INVESTMENT PARTNERS, LLC0.32%0.83%96,3182000.21%1,891,687Mar 31, 2024
MGB WEALTH MANAGEMENT, LLC0.29%0.70%87,456--1,724,074Mar 31, 2024
PALOGIC VALUE MANAGEMENT, L.P.0.18%0.47%54,8303,7677.38%1,082,344Mar 31, 2024
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC0.15%0.42%44,848-628-1.38%885,300Mar 31, 2024
ENTERPRISE BANK & TRUST CO0.18%0.38%55,912--1,103,703Mar 31, 2024
NOVARE CAPITAL MANAGEMENT LLC0.62%0.34%189,4607,1623.93%3,739,941Mar 31, 2024
VIRTUS ETF ADVISERS LLC0.10%0.33%31,08210,08548.03%613,559Mar 31, 2024
PFG ADVISORS0.56%0.25%171,669-160-0.09%3,388,743Mar 31, 2024
FJ CAPITAL MANAGEMENT LLC0.34%0.21%104,004104,004100.00%2,053,039Mar 31, 2024
OAK HARBOR WEALTH PARTNERS, LLC0.08%0.15%24,8302430.99%490,149Mar 31, 2024
HEXAGON CAPITAL PARTNERS LLC0.10%0.14%31,750--626,745Mar 31, 2024
KINGFISHER CAPITAL LLC0.09%0.13%26,572--525,000Mar 31, 2024
OPTIMUM INVESTMENT ADVISORS0.05%0.13%13,900-1,500-9.74%274,386Mar 31, 2024
CAPITAL INVESTMENT ADVISORY SERVICES, LLC0.14%0.09%43,2843,1847.94%854,416,000Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.0.68%0.08%207,0918,7684.42%4,087,976Mar 31, 2024
MEADOWBROOK INVESTMENT ADVISORS LLC0.01%0.06%3,0501705.90%60,207Mar 31, 2024
ADVISORY RESEARCH INC0.03%0.04%10,48710,487100.00%207,013Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.04%2,2812,281100.00%45,027Mar 31, 2024

The largest Fidus Investment shareholder by % of total assets is GRANITESHARES ADVISORS LLC. The company owns 85.84K shares of Fidus Investment (FDUS), representing 0.90% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FJ CAPITAL MANAGEMENT LLC0.34%0.21%104,004104,004100.00%2,053,039Mar 31, 2024
VAN ECK ASSOCIATES CORP1.97%0.02%600,86282,04915.81%11,861,000Mar 31, 2024
CETERA ADVISORS LLC0.24%0.01%71,65161,580611.46%1,414,396Mar 31, 2024
FRANKLIN RESOURCES INC0.20%0.00%61,33461,334100.00%1,210,733Mar 31, 2024
BARCLAYS PLC0.20%0.00%60,41560,415100.00%1,193,000Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.79%0.00%240,20847,36524.56%4,744,108Mar 31, 2024
CITADEL ADVISORS LLC0.22%0.00%68,20042,200162.31%1,346,268Mar 31, 2024
INVESCO LTD.1.99%0.00%604,49340,5357.19%11,932,692Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.13%0.00%39,20039,200100.00%773,808Mar 31, 2024
HRT FINANCIAL LP0.11%0.00%34,51634,516100.00%681,000Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.13%0.00%39,21328,109253.14%774,065Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.09%0.00%26,52926,529100.00%524,000Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC0.63%0.00%192,43022,46913.22%3,798,577Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%17,83717,837100.00%352,102Mar 31, 2024
ATOM INVESTORS LP0.04%0.03%12,90312,903100.00%254,705Mar 31, 2024
GRANITESHARES ADVISORS LLC0.28%0.90%85,84410,92014.57%1,694,561Mar 31, 2024
ADVISORY RESEARCH INC0.03%0.04%10,48710,487100.00%207,013Mar 31, 2024
VIRTUS ETF ADVISERS LLC0.10%0.33%31,08210,08548.03%613,559Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.0.68%0.08%207,0918,7684.42%4,087,976Mar 31, 2024
NEWEDGE ADVISORS, LLC0.37%0.02%111,9957,8597.55%2,210,787Mar 31, 2024

As of Mar 31 2024, Fidus Investment's largest institutional buyer is FJ CAPITAL MANAGEMENT LLC. The company purchased 104.00K stocks of FDUS, valued at $2.05M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MELIA WEALTH LLC----687,248-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC0.10%0.00%31,058-165,667-84.21%613,085Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----159,693-100.00%-Mar 31, 2024
TWO SIGMA INVESTMENTS, LP1.24%0.02%377,988-110,985-22.70%7,461,483Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----92,213-100.00%-Mar 31, 2024
QUADRATURE CAPITAL LTD0.29%0.03%88,089-91,067-50.83%1,739,758Mar 31, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC----78,763-100.00%-Mar 31, 2024
GOLDMAN SACHS GROUP INC----77,628-100.00%-Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----71,699-100.00%-Mar 31, 2024
MORGAN STANLEY1.25%0.00%381,450-67,067-14.95%7,529,830Mar 31, 2024
CETERA INVESTMENT ADVISERS0.29%0.02%88,489-50,708-36.43%1,746,767Mar 31, 2024
TWO SIGMA ADVISERS, LP1.25%0.02%381,913-43,300-10.18%7,538,963Mar 31, 2024
MILLENNIUM MANAGEMENT LLC1.07%0.00%325,980-42,263-11.48%6,434,845Mar 31, 2024
CITADEL ADVISORS LLC0.03%-8,200-41,200-83.40%161,868Mar 31, 2024
TREXQUANT INVESTMENT LP0.15%0.02%44,257-32,538-42.37%873,633Mar 31, 2024
WINTON GROUP LTD----26,631-100.00%-Mar 31, 2024
RAYMOND JAMES & ASSOCIATES1.83%0.01%557,374-24,274-4.17%11,002,579Mar 31, 2024
GSA CAPITAL PARTNERS LLP----22,065-100.00%-Mar 31, 2024
JANE STREET GROUP, LLC----21,649-100.00%-Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.25%0.01%75,287-20,106-21.08%1,486,165Mar 31, 2024

As of Mar 31 2024, Fidus Investment's biggest institutional seller is MELIA WEALTH LLC. The company sold -0.69M shares of FDUS, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FJ CAPITAL MANAGEMENT LLC0.34%0.21%104,004104,004100.00%2,053,039Mar 31, 2024
FRANKLIN RESOURCES INC0.20%0.00%61,33461,334100.00%1,210,733Mar 31, 2024
BARCLAYS PLC0.20%0.00%60,41560,415100.00%1,193,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.13%0.00%39,20039,200100.00%773,808Mar 31, 2024
HRT FINANCIAL LP0.11%0.00%34,51634,516100.00%681,000Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.09%0.00%26,52926,529100.00%524,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%17,83717,837100.00%352,102Mar 31, 2024
ATOM INVESTORS LP0.04%0.03%12,90312,903100.00%254,705Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.04%2,2812,281100.00%45,027Mar 31, 2024
GILLILAND JETER WEALTH MANAGEMENT LLC0.00%0.01%1,5001,500100.00%29,610Mar 31, 2024
QUARRY LP0.00%0.01%1,4551,455100.00%28,722Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-1,0001,000100.00%19,610,000Mar 31, 2024
CEDAR WEALTH MANAGEMENT, LLC0.00%0.01%992992100.00%19,582Mar 31, 2024
FMR LLC0.00%-3131100.00%612Mar 31, 2024
ADVISORNET FINANCIAL, INC0.00%-2626100.00%504,000Mar 31, 2024

Fidus Investment's largest new institutional shareholder by number of shares is FJ CAPITAL MANAGEMENT LLC, purchased 104.00K shares, valued at $2.05M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MELIA WEALTH LLC----687,248-100.00%-Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----159,693-100.00%-Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----92,213-100.00%-Mar 31, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC----78,763-100.00%-Mar 31, 2024
GOLDMAN SACHS GROUP INC----77,628-100.00%-Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----71,699-100.00%-Mar 31, 2024
WINTON GROUP LTD----26,631-100.00%-Mar 31, 2024
GSA CAPITAL PARTNERS LLP----22,065-100.00%-Mar 31, 2024
JANE STREET GROUP, LLC----21,649-100.00%-Mar 31, 2024
ATRIA WEALTH SOLUTIONS, INC.----15,953-100.00%-Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC----15,100-100.00%-Mar 31, 2024
SNOWDEN CAPITAL ADVISORS LLC----14,250-100.00%-Mar 31, 2024
SIMPLEX TRADING, LLC----12,911-100.00%-Mar 31, 2024
KOSS-OLINGER CONSULTING, LLC----11,878-100.00%-Mar 31, 2024
VERITION FUND MANAGEMENT LLC----11,700-100.00%-Mar 31, 2024
BNP PARIBAS ARBITRAGE, SNC----6,208-100.00%-Mar 31, 2024
HANSON & DOREMUS INVESTMENT MANAGEMENT----1,035-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----659-100.00%-Mar 31, 2024
NOMURA ASSET MANAGEMENT CO LTD----153-100.00%-Mar 31, 2024

Fidus Investment's largest sold out institutional shareholder by shares sold is MELIA WEALTH LLC, sold -0.69M shares, valued at -, as of undefined.

Fidus Investment Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
GraniteShares ETF Trust1.39%74,92474,924-Dec 31, 2023
DIREXION FUNDS0.14%200,000--Feb 29, 2024
AMG Funds I0.03%44,773--Jan 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--Dec 31, 2023
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--Dec 29, 2023
Angel Oak Funds Trust0.00%80,000--Jan 31, 2024
LITMAN GREGORY FUNDS TRUST0.00%14,847--Dec 31, 2023
FINANCIAL INVESTORS TRUST0.00%7,320--Jan 31, 2024
Blackstone Alternative Investment Funds0.00%5,4001001.89%Dec 31, 2023
RBC FUNDS TRUST0.00%2,900--Dec 29, 2023
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--Dec 31, 2023

Fidus Investment's largest mutual fund holder by % of total assets is "GraniteShares ETF Trust", owning 74.92K shares, compromising 1.39% of its total assets.

Fidus Investment Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24109-5.22%
31 Dec, 231158.49%
30 Sep, 2310617.78%
30 Jun, 2390-2.17%
31 Mar, 2392-8.00%
31 Dec, 2210013.64%
30 Sep, 22882.33%
30 Jun, 228610.26%
31 Mar, 22784.00%
31 Dec, 2175-5.06%
30 Sep, 21796.76%
30 Jun, 2174-8.64%
31 Mar, 218110.96%
31 Dec, 2073-5.19%
30 Sep, 20772.67%
30 Jun, 2075-10.71%
31 Mar, 20849.09%
31 Dec, 19775.48%
30 Sep, 1973-1.35%
30 Jun, 1974-1.33%
31 Mar, 19752.74%
31 Dec, 18737.35%
30 Sep, 1868-2.86%
30 Jun, 1870-
31 Mar, 18704.48%
31 Dec, 17674.69%
30 Sep, 1764-7.25%
30 Jun, 176915.00%
31 Mar, 1760-
31 Dec, 16609.09%
30 Sep, 1655-1.79%
30 Jun, 165624.44%
31 Mar, 16459.76%
31 Dec, 1541-12.77%
30 Sep, 154714.63%
30 Jun, 1541-10.87%
31 Mar, 1546-2.13%
31 Dec, 1447-2.08%
30 Sep, 1448-21.31%
30 Jun, 1461-7.58%
31 Mar, 146610.00%
31 Dec, 13601.69%
30 Sep, 1359-3.28%
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 31 Mar 24, 109 institutions are holding Fidus Investment's shares, representing a decrease of -5.22% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 247,358,676-16.19%
31 Dec, 238,779,79626.00%
30 Sep, 236,967,95842.53%
30 Jun, 234,888,872-2.07%
31 Mar, 234,992,405-2.73%
31 Dec, 225,132,6218.54%
30 Sep, 224,728,9811.47%
30 Jun, 224,660,384-4.24%
31 Mar, 224,866,974-2.22%
31 Dec, 214,977,433-5.15%
30 Sep, 215,247,740-6.37%
30 Jun, 215,604,530-5.05%
31 Mar, 215,902,9220.23%
31 Dec, 205,889,5050.54%
30 Sep, 205,857,757-7.98%
30 Jun, 206,365,887-12.25%
31 Mar, 207,254,697-11.18%
31 Dec, 198,167,40810.19%
30 Sep, 197,411,90014.07%
30 Jun, 196,497,551-6.08%
31 Mar, 196,918,199-0.81%
31 Dec, 186,974,50112.77%
30 Sep, 186,184,552-2.63%
30 Jun, 186,351,811-5.92%
31 Mar, 186,751,839-8.82%
31 Dec, 177,404,878-1.32%
30 Sep, 177,504,0184.51%
30 Jun, 177,180,11617.47%
31 Mar, 176,112,40718.53%
31 Dec, 165,157,00217.26%
30 Sep, 164,397,80113.13%
30 Jun, 163,887,50216.51%
31 Mar, 163,336,7636.94%
31 Dec, 153,120,134-13.05%
30 Sep, 153,588,4137.50%
30 Jun, 153,338,115-1.75%
31 Mar, 153,397,5730.95%
31 Dec, 143,365,6833.78%
30 Sep, 143,243,145-13.69%
30 Jun, 143,757,623-14.72%
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 7.36M shares outstanding as of 31 Mar 24, down -16.19% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2424.18%2.22%
31 Dec, 2332.98%4.26%
30 Sep, 2327.84%7.17%
30 Jun, 2319.71%4.87%
31 Mar, 2320.13%4.57%
31 Dec, 2220.98%5.60%
30 Sep, 2219.35%5.32%
30 Jun, 2219.07%4.81%
31 Mar, 2219.92%4.80%
31 Dec, 2120.37%4.42%
30 Sep, 2121.47%4.08%
30 Jun, 2122.93%3.93%
31 Mar, 2124.16%4.16%
31 Dec, 2024.10%4.19%
30 Sep, 2023.97%3.53%
30 Jun, 2026.05%2.96%
31 Mar, 2029.66%2.66%
31 Dec, 1933.39%3.64%
30 Sep, 1930.30%4.29%
30 Jun, 1926.56%3.32%
31 Mar, 1928.28%3.48%
31 Dec, 1828.51%4.46%
30 Sep, 1825.28%3.75%
30 Jun, 1825.96%3.42%
31 Mar, 1827.56%3.02%
31 Dec, 1730.23%3.22%
30 Sep, 1730.65%3.05%
30 Jun, 1731.70%4.27%
31 Mar, 1727.23%3.42%
31 Dec, 1628.21%5.38%
30 Sep, 1622.90%4.55%
30 Jun, 1622.43%5.35%
31 Mar, 1620.47%5.52%
31 Dec, 1519.26%3.96%
30 Sep, 1522.06%5.19%
30 Jun, 1520.62%4.61%
31 Mar, 1521.16%4.80%
31 Dec, 1421.00%3.82%
30 Sep, 1423.45%3.15%
30 Jun, 1427.30%2.66%
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 31 Mar 24, Fidus Investment is held by 24.18% institutional shareholders, representing a 2.22% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2453-13.11%
31 Dec, 2361-
30 Sep, 236145.24%
30 Jun, 234213.51%
31 Mar, 2337-24.49%
31 Dec, 224913.95%
30 Sep, 2243-
30 Jun, 224319.44%
31 Mar, 2236-12.20%
31 Dec, 214124.24%
30 Sep, 2133-2.94%
30 Jun, 2134-17.07%
31 Mar, 214157.69%
31 Dec, 2026-16.13%
30 Sep, 2031-8.82%
30 Jun, 2034-27.66%
31 Mar, 20479.30%
31 Dec, 19432.38%
30 Sep, 194231.25%
30 Jun, 1932-11.11%
31 Mar, 1936-7.69%
31 Dec, 183934.48%
30 Sep, 1829-3.33%
30 Jun, 1830-14.29%
31 Mar, 18359.38%
31 Dec, 173214.29%
30 Sep, 1728-28.21%
30 Jun, 173918.18%
31 Mar, 1733-17.50%
31 Dec, 164017.65%
30 Sep, 163413.33%
30 Jun, 163057.89%
31 Mar, 1619-5.00%
31 Dec, 1520-
30 Sep, 152011.11%
30 Jun, 1518-21.74%
31 Mar, 1523-20.69%
31 Dec, 142938.10%
30 Sep, 1421-25.00%
30 Jun, 1428-12.50%
31 Mar, 143218.52%
31 Dec, 13278.00%
30 Sep, 1325-46.81%
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-

53 institutional shareholders have increased their position in FDUS stock as of 31 Mar 24 compared to 61 in the previous quarter (a -13.11% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 243210.34%
31 Dec, 232952.63%
30 Sep, 2319-20.83%
30 Jun, 2324-22.58%
31 Mar, 23313.33%
31 Dec, 223015.38%
30 Sep, 2226-
30 Jun, 222613.04%
31 Mar, 222335.29%
31 Dec, 2117-37.04%
30 Sep, 212742.11%
30 Jun, 21195.56%
31 Mar, 2118-33.33%
31 Dec, 2027-3.57%
30 Sep, 2028-3.45%
30 Jun, 202916.00%
31 Mar, 202525.00%
31 Dec, 192017.65%
30 Sep, 1917-19.05%
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, 172229.41%
30 Sep, 171713.33%
30 Jun, 171550.00%
31 Mar, 171011.11%
31 Dec, 169-
30 Sep, 169-
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, 1417-5.56%
30 Jun, 141812.50%
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--

32 institutional shareholders have reduced their position in FDUS stock as of 31 Mar 24 compared to 29 in the previous quarter (a 10.34% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24109-5.22%7,358,676-16.19%24.18%2.22%53-13.11%3210.34%
31 Dec, 231158.49%8,779,79626.00%32.98%4.26%61-2952.63%
30 Sep, 2310617.78%6,967,95842.53%27.84%7.17%6145.24%19-20.83%
30 Jun, 2390-2.17%4,888,872-2.07%19.71%4.87%4213.51%24-22.58%
31 Mar, 2392-8.00%4,992,405-2.73%20.13%4.57%37-24.49%313.33%
31 Dec, 2210013.64%5,132,6218.54%20.98%5.60%4913.95%3015.38%
30 Sep, 22882.33%4,728,9811.47%19.35%5.32%43-26-
30 Jun, 228610.26%4,660,384-4.24%19.07%4.81%4319.44%2613.04%
31 Mar, 22784.00%4,866,974-2.22%19.92%4.80%36-12.20%2335.29%
31 Dec, 2175-5.06%4,977,433-5.15%20.37%4.42%4124.24%17-37.04%
30 Sep, 21796.76%5,247,740-6.37%21.47%4.08%33-2.94%2742.11%
30 Jun, 2174-8.64%5,604,530-5.05%22.93%3.93%34-17.07%195.56%
31 Mar, 218110.96%5,902,9220.23%24.16%4.16%4157.69%18-33.33%
31 Dec, 2073-5.19%5,889,5050.54%24.10%4.19%26-16.13%27-3.57%
30 Sep, 20772.67%5,857,757-7.98%23.97%3.53%31-8.82%28-3.45%
30 Jun, 2075-10.71%6,365,887-12.25%26.05%2.96%34-27.66%2916.00%
31 Mar, 20849.09%7,254,697-11.18%29.66%2.66%479.30%2525.00%
31 Dec, 19775.48%8,167,40810.19%33.39%3.64%432.38%2017.65%
30 Sep, 1973-1.35%7,411,90014.07%30.30%4.29%4231.25%17-19.05%
30 Jun, 1974-1.33%6,497,551-6.08%26.56%3.32%32-11.11%21-4.55%
31 Mar, 19752.74%6,918,199-0.81%28.28%3.48%36-7.69%2210.00%
31 Dec, 18737.35%6,974,50112.77%28.51%4.46%3934.48%2011.11%
30 Sep, 1868-2.86%6,184,552-2.63%25.28%3.75%29-3.33%18-5.26%
30 Jun, 1870-6,351,811-5.92%25.96%3.42%30-14.29%1918.75%
31 Mar, 18704.48%6,751,839-8.82%27.56%3.02%359.38%16-27.27%
31 Dec, 17674.69%7,404,878-1.32%30.23%3.22%3214.29%2229.41%
30 Sep, 1764-7.25%7,504,0184.51%30.65%3.05%28-28.21%1713.33%
30 Jun, 176915.00%7,180,11617.47%31.70%4.27%3918.18%1550.00%
31 Mar, 1760-6,112,40718.53%27.23%3.42%33-17.50%1011.11%
31 Dec, 16609.09%5,157,00217.26%28.21%5.38%4017.65%9-
30 Sep, 1655-1.79%4,397,80113.13%22.90%4.55%3413.33%9-
30 Jun, 165624.44%3,887,50216.51%22.43%5.35%3057.89%9-35.71%
31 Mar, 16459.76%3,336,7636.94%20.47%5.52%19-5.00%147.69%
31 Dec, 1541-12.77%3,120,134-13.05%19.26%3.96%20-13-13.33%
30 Sep, 154714.63%3,588,4137.50%22.06%5.19%2011.11%1525.00%
30 Jun, 1541-10.87%3,338,115-1.75%20.62%4.61%18-21.74%1233.33%
31 Mar, 1546-2.13%3,397,5730.95%21.16%4.80%23-20.69%980.00%
31 Dec, 1447-2.08%3,365,6833.78%21.00%3.82%2938.10%5-70.59%
30 Sep, 1448-21.31%3,243,145-13.69%23.45%3.15%21-25.00%17-5.56%
30 Jun, 1461-7.58%3,757,623-14.72%27.30%2.66%28-12.50%1812.50%
31 Mar, 146610.00%4,406,3002.31%32.03%3.16%3218.52%16-15.79%
31 Dec, 13601.69%4,306,6172.94%31.84%3.42%278.00%1911.76%
30 Sep, 1359-3.28%4,183,566-0.04%30.50%3.27%25-46.81%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
SCMStellus Capital Investment Corporation
OFSOFS Capital Corporation
TPVGTriplePoint Venture Growth BDC Corp.
NMFCNew Mountain Finance Corporation
TSLXSixth Street Specialty Lending, Inc.
GBDCGolub Capital BDC, Inc.
CGBDCarlyle Secured Lending, Inc.
TCPCBlackRock TCP Capital Corp.
MRCCMonroe Capital Corporation

FDUS Ownership FAQ


Fidus Investment is owned by institutional shareholders (24.18%), insiders (1.10%), and public (74.72%). The largest institutional shareholder of Fidus Investment is INVESCO LTD. (1.99% of total shares) and the top mutual fund owner is GraniteShares ETF Trust (1.39% of total shares).

Fidus Investment's major institutional shareholders are INVESCO LTD., VAN ECK ASSOCIATES CORP, RAYMOND JAMES & ASSOCIATES, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., and TWO SIGMA ADVISERS, LP. The top five shareholders own together 8.47% of the company's share outstanding.

As of Mar 2024, there are 109 institutional shareholders of Fidus Investment.

INVESCO LTD owns 604.49K shares of Fidus Investment, representing 1.99% of the company's total shares outstanding, valued at $11.93M (as of Mar 2024).

As of Mar 2024, VAN ECK ASSOCIATES CORP holds 600.86K shares of Fidus Investment (FDUS), compromising 1.97% of the company, valued at $11.86M.

RAYMOND JAMES & ASSOCIATES is the third largest holder of Fidus Investment. The company owns 557.37K of the company's shares outstanding (worth $11M).