Recent Quarter Total Invested
$150.80 M
Recent Quarter Institutional Ownership Percentage
25.14%
Total Invested of Last Quarter
$147.88 M
Ownership Percentage of Last Quarter
24.61%
Fidus Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 07/31/2024 | 725,873 | $14.14 M | 20.81% | 2.36% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 565,313 | $11.01 M | 48.02% | 1.84% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 556,953 | $10.85 M | -0.08% | 1.81% |
| INVESCO LTD. | 08/13/2024 | 546,520 | $10.65 M | -9.59% | 1.78% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 454,918 | $8.86 M | 20.35% | 1.48% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 415,106 | $8.09 M | -4.09% | 1.35% |
| MORGAN STANLEY | 08/14/2024 | 396,806 | $7.73 M | 4.03% | 1.29% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 247,313 | $4.82 M | 2.96% | 0.80% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 233,826 | $4.55 M | 18.11% | 0.76% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 225,904 | $4.40 M | 17.40% | 0.73% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 190,237 | $3.71 M | -8.14% | 0.62% |
| NOVARE CAPITAL MANAGEMENT LLC | 08/02/2024 | 189,160 | $3.68 M | -0.16% | 0.61% |
| PFG ADVISORS | 08/08/2024 | 178,404 | $3.48 M | 3.92% | 0.58% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 158,480 | $3.09 M | -51.38% | 0.51% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 122,359 | $2.38 M | 9.25% | 0.40% |
| GRANITESHARES ADVISORS LLC | 08/01/2024 | 98,076 | $1.91 M | 14.25% | 0.32% |
| BLACKROCK INC. | 08/13/2024 | 95,792 | $1.87 M | -0.22% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 92,319 | $1.80 M | 135.43% | 0.30% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 92,313 | $1.80 M | -4.78% | 0.30% |
| DAVIS INVESTMENT PARTNERS, LLC | 07/18/2024 | 90,763 | $1.79 M | -5.77% | 0.29% |
| MGB WEALTH MANAGEMENT, LLC | 08/12/2024 | 88,054 | $1.74 M | 0.68% | 0.29% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 85,046 | $1.66 M | 38.66% | 0.28% |
| FJ CAPITAL MANAGEMENT LLC | 08/14/2024 | 82,266 | $1.60 M | -20.90% | 0.27% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 08/02/2024 | 78,060 | $1.52 M | 100.00% | 0.25% |
| LPL FINANCIAL LLC | 08/07/2024 | 76,021 | $1.48 M | -2.87% | 0.25% |
| UBS GROUP AG | 08/14/2024 | 68,247 | $1.33 M | 0.29% | 0.22% |
| MUZINICH & CO., INC. | 08/07/2024 | 67,341 | $1.31 M | 3.54% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 65,706 | $1.28 M | 0.00% | 0.21% |
| RAYMOND JAMES TRUST N.A. | 07/25/2024 | 56,338 | $1.10 M | 49.44% | 0.18% |
| PALOGIC VALUE MANAGEMENT, L.P. | 08/13/2024 | 56,297 | $1.10 M | 2.68% | 0.18% |
| ENTERPRISE BANK & TRUST CO | 07/10/2024 | 55,912 | $1.09 M | 0.00% | 0.18% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 07/22/2024 | 54,127 | $1.05 M | 20.69% | 0.18% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2024 | 52,034 | $1.01 M | 10.62% | 0.17% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 08/14/2024 | 50,385 | $981,493 | 16.41% | 0.16% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 46,159 | $899,177 | 48.51% | 0.15% |
| Y-INTERCEPT (HONG KONG) LTD | 08/14/2024 | 45,750 | $891,210 | 100.00% | 0.15% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 44,160 | $860,233 | -7.39% | 0.14% |
| BARCLAYS PLC | 08/14/2024 | 43,129 | $840,000 | -28.61% | 0.14% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 41,782 | $813,913 | -5.59% | 0.14% |
| DAVENPORT & CO LLC | 08/06/2024 | 37,737 | $735,117 | 0.00% | 0.12% |
| ATOM INVESTORS LP | 08/14/2024 | 34,682 | $675,605 | 168.79% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 34,600 | $674,008 | -11.73% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 33,263 | $648,000 | 1.32% | 0.11% |
| CITADEL ADVISORS LLC | 08/14/2024 | 33,255 | $647,807 | 7.07% | 0.11% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/09/2024 | 32,897 | $640,843 | 16.28% | 0.11% |
| HEXAGON CAPITAL PARTNERS LLC | 07/12/2024 | 31,750 | $618,490 | 0.00% | 0.10% |
| HRT FINANCIAL LP | 08/12/2024 | 31,743 | $618,000 | -8.03% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 28,801 | $561,000 | 8.56% | 0.09% |
| KINGFISHER CAPITAL LLC | 08/14/2024 | 26,572 | $518,000 | 0.00% | 0.09% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 25,867 | $503,889 | 8.93% | 0.08% |
Fidus Investment Corporationinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of FDUS shares?
During the previous two years, 148 institutional investors and hedge funds held shares of Fidus Investment Corporation. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 725,873
TWO SIGMA ADVISERS, LP: 565,313
RAYMOND JAMES & ASSOCIATES: 556,953
Invesco Ltd.: 546,520
TWO SIGMA INVESTMENTS, LP: 454,918
Raymond James Financial Services Advisors, Inc.: 415,106
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What percentage of Fidus Investment Corporation stock is owned by institutional investors?
25.14% 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 8.82 M shares in the last 24 months. This purchase volume represents approximately $178.10 M in transactions.