Recent Quarter Total Invested
$150.12 M
Recent Quarter Institutional Ownership Percentage
22.94%
Total Invested of Last Quarter
$151.96 M
Ownership Percentage of Last Quarter
25.34%
Fidus Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 809,411 | $15.81 M | 11.51% | 2.42% |
| INVESCO LTD. | 11/12/2024 | 604,987 | $11.86 M | 10.70% | 1.81% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 547,181 | $10.72 M | -1.75% | 1.64% |
| MORGAN STANLEY | 11/14/2024 | 446,574 | $8.75 M | 12.54% | 1.34% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 398,695 | $7.81 M | -3.95% | 1.19% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 347,113 | $6.80 M | -38.60% | 1.04% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 316,258 | $6.20 M | -30.48% | 0.95% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 255,387 | $5.01 M | 9.22% | 0.77% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 250,352 | $4.91 M | 10.82% | 0.75% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 224,675 | $4.40 M | -9.15% | 0.67% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 208,166 | $4.08 M | 9.42% | 0.62% |
| NOVARE CAPITAL MANAGEMENT LLC | 10/11/2024 | 189,485 | $3.71 M | 0.17% | 0.57% |
| PFG ADVISORS | 10/15/2024 | 181,172 | $3.55 M | 1.55% | 0.54% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 157,259 | $3.08 M | -0.77% | 0.47% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 134,959 | $2.65 M | 10.30% | 0.40% |
| GRANITESHARES ADVISORS LLC | 10/28/2024 | 117,107 | $2.30 B | 19.40% | 0.35% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 116,884 | $2.29 M | 179.75% | 0.35% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 116,472 | $2.27 M | 36.95% | 0.35% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 111,277 | $2.18 M | 100.00% | 0.33% |
| DAVIS INVESTMENT PARTNERS, LLC | 10/07/2024 | 90,263 | $1.75 M | -0.55% | 0.27% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 88,380 | $1.73 M | -4.26% | 0.26% |
| MGB WEALTH MANAGEMENT, LLC | 11/12/2024 | 87,954 | $1.72 M | -0.11% | 0.26% |
| LPL FINANCIAL LLC | 11/08/2024 | 76,912 | $1.51 M | 1.17% | 0.23% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 11/04/2024 | 74,719 | $1.46 M | -4.28% | 0.22% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 72,669 | $1.42 M | -21.28% | 0.22% |
| MUZINICH & CO., INC. | 11/06/2024 | 72,643 | $1.42 M | 7.87% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 71,008 | $1.39 M | 8.07% | 0.21% |
| UBS GROUP AG | 11/14/2024 | 68,637 | $1.35 M | 0.57% | 0.21% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 10/15/2024 | 62,815 | $1.23 M | 16.05% | 0.19% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 10/30/2024 | 58,475 | $1.15 M | 16.06% | 0.18% |
| WT WEALTH MANAGEMENT | 10/21/2024 | 57,639 | $1.13 M | -3.81% | 0.17% |
| PALOGIC VALUE MANAGEMENT, L.P. | 11/13/2024 | 57,018 | $1.12 M | 1.28% | 0.17% |
| ENTERPRISE BANK & TRUST CO | 10/08/2024 | 55,912 | $1.10 M | 0.00% | 0.17% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2024 | 54,921 | $1.08 M | 5.55% | 0.16% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 11/12/2024 | 49,813 | $976,335 | 253.48% | 0.15% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 46,559 | $912,562 | 5.43% | 0.14% |
| RAYMOND JAMES TRUST N.A. | 11/12/2024 | 42,845 | $839,764 | -23.95% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 39,300 | $770,280 | 13.58% | 0.12% |
| VIRTUS ETF ADVISERS LLC | 11/14/2024 | 37,344 | $731,942 | -19.10% | 0.11% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11/14/2024 | 36,658 | $714,832 | 11.43% | 0.11% |
| DAVENPORT & CO LLC | 10/24/2024 | 36,237 | $710,245 | -3.97% | 0.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 34,863 | $683,315 | 100.00% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 33,263 | $652,000 | 0.00% | 0.10% |
| HEXAGON CAPITAL PARTNERS LLC | 10/08/2024 | 31,787 | $623,025 | 0.12% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 29,042 | $569,000 | 0.84% | 0.09% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 26,898 | $527,206 | 3.99% | 0.08% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 26,887 | $528,000 | 8.08% | 0.08% |
| KINGFISHER CAPITAL LLC | 11/14/2024 | 26,572 | $520,811 | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 11/14/2024 | 26,500 | $519,400 | 81.51% | 0.08% |
| NATIXIS | 11/13/2024 | 25,984 | $509,027 | 130.29% | 0.08% |
Fidus Investment Corporationinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of FDUS shares?
During the previous two years, 152 institutional investors and hedge funds held shares of Fidus Investment Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 809,411
Invesco Ltd.: 604,987
RAYMOND JAMES & ASSOCIATES: 547,181
MORGAN STANLEY: 446,574
Raymond James Financial Services Advisors, Inc.: 398,695
TWO SIGMA ADVISERS, LP: 347,113
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What percentage of Fidus Investment Corporation stock is owned by institutional investors?
22.94% of Fidus Investment Corporation stock is owned by institutional investors.
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How much institutional buying is happening at FDUS ?
Institutional investors have bought a total of 8.76 M shares in the last 24 months. This purchase volume represents approximately $185.50 M in transactions.