FDUS - Fidus Investment Corporation Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (NasdaqGS)

Fidus Investment Corporation
US ˙ NasdaqGS ˙ US3165001070

Statistiche di base
Proprietari istituzionali 134 total, 131 long only, 0 short only, 3 long/short - change of 3,08% MRQ
Allocazione media del portafoglio 0.1477 % - change of -2,79% MRQ
Azioni istituzionali (Long) 37.666.287 (ex 13D/G) - change of 27,85MM shares 283,56% MRQ
Valore istituzionale (Long) $ 186.071 USD ($1000)
Proprietà istituzionale e azionisti

Fidus Investment Corporation (US:FDUS) ha 134 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 37,666,287 azioni. I maggiori azionisti includono Kingstone Capital Partners Texas, LLC, Van Eck Associates Corp, Raymond James Financial Inc, BIZD - VanEck Vectors BDC Income ETF, Invesco Ltd., KBWD - Invesco KBW High Dividend Yield Financial ETF, Two Sigma Advisers, Lp, Cetera Investment Advisers, Envestnet Asset Management Inc, and Columbus Macro, LLC .

(Fidus Investment Corporation (NasdaqGS:FDUS) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 5, 2025 is 21,39 / share. Previously, on September 9, 2024, the share price was 19,90 / share. This represents an increase of 7,49% over that period.

FDUS / Fidus Investment Corporation Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

FDUS / Fidus Investment Corporation Historical Put/Call Ratio
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-06 13F First Horizon Advisors, Inc. 2.658 154,84 54 152,38
2025-05-05 13F IFP Advisors, Inc 0 -100,00 0
2025-08-14 13F Group One Trading, L.p. Call 1.800 36
2025-08-01 13F Envestnet Asset Management Inc 359.415 10,84 7.260 9,80
2025-08-13 13F Plan Group Financial, LLC 49.763 38,85 1.005 37,67
2025-07-22 13F DAVENPORT & Co LLC 36.237 0,00 732 -0,95
2025-08-08 13F Capital Investment Advisory Services, LLC 84.524 13,97 1.707 12,90
2025-07-10 13F Atticus Wealth Management, Llc 3.816 77
2025-08-14 13F Group One Trading, L.p. Put 100 2
2025-08-14 13F Quarry LP 2.366 71,45 48 67,86
2025-08-04 13F Muzinich & Co., Inc. 190.228 106,50 3.843 104,58
2025-07-31 13F Caitong International Asset Management Co., Ltd 4 100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-08-14 13F GWM Advisors LLC 91.113 -10,24 1.840 -11,07
2025-08-07 13F Campbell & CO Investment Adviser LLC 23.049 -34,36 466 -35,06
2025-07-28 NP KBWD - Invesco KBW High Dividend Yield Financial ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 430.044 -21,66 8.812 -31,08
2025-08-14 13F Verition Fund Management LLC 14.100 285
2025-08-12 13F Legal & General Group Plc 228.512 0,94 4.616 -0,02
2025-07-21 13F Ameritas Advisory Services, LLC 200 4
2025-08-12 13F Cornerstone Wealth Management, LLC 27.173 7,80 549 6,82
2025-08-13 13F Level Four Advisory Services, Llc 30.487 -13,98 616 -14,82
2025-08-04 13F MeadowBrook Investment Advisors LLC 2.850 90,00 58 90,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 641 19,37 13 9,09
2025-05-14 13F Virtus ETF Advisers LLC 0 -100,00 0
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 77.618 1,98 1.568 1,03
2025-08-08 13F Hartland & Co., LLC 20.661 0,44 417 -0,48
2025-05-16 13F McIlrath & Eck, LLC 0 -100,00 0
2025-07-18 13F Truist Financial Corp 45.703 -2,67 909 -5,12
2025-07-29 13F TrueMark Investments, LLC 0 -100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 5.337 0,00 108 -0,93
2025-07-17 13F Janney Montgomery Scott LLC 10.463 0,00 0
2025-08-14 13F Stifel Financial Corp 13.995 -21,95 283 -22,74
2025-08-13 13F Virtus Investment Advisers, Inc. 41.255 -2,66 833 -3,59
2025-08-14 13F Quantinno Capital Management LP 27.165 549
2025-08-14 13F Bnp Paribas Arbitrage, Sa 38 1
2025-06-18 NP Putnam ETF Trust - Putnam BDC ETF - 166.576 17,21 3.148 -2,02
2025-05-02 13F Hager Investment Management Services, Llc 0 -100,00 0
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 14.778 0,00 299 -1,00
2025-08-14 13F Smartleaf Asset Management LLC 7 0,00 0
2025-07-23 13F 1 North Wealth Services Llc 600 0,00 12 0,00
2025-08-13 13F Advisory Research Inc 10.574 6,14 214 4,93
2025-08-14 13F Summit Trail Advisors, Llc 22.502 455
2025-08-14 13F Mercer Global Advisors Inc /adv 29.783 602
2025-07-07 13F Enterprise Bank & Trust Co 55.912 0,00 1.129 -0,96
2025-07-24 13F Capital Advisors, Ltd. LLC 2.250 0,00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 62.361 472,96 1.260 469,68
2025-07-08 13F Davis Investment Partners, LLC 77.104 -5,57 1.570 5,73
2025-07-16 13F Eagle Global Advisors Llc 22.325 56,01 451 54,64
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 11.462 -85,27 234 -85,75
2025-08-05 13F Palogic Value Management, L.P. 69.101 2,65 1.396 1,68
2025-08-13 13F Mackenzie Financial Corp 0 -100,00 0
2025-08-11 13F Private Advisor Group, LLC 14.734 29,12 298 28,02
2025-08-21 NP BIZD - VanEck Vectors BDC Income ETF 793.209 6,18 16.023 5,19
2025-08-01 13F Koss-Olinger Consulting, LLC 16.153 326
2025-05-14 13F Credit Agricole S A 47.649 0,00 972 -3,00
2025-07-16 13F ORG Partners LLC 1.416 0,00 29 -3,45
2025-08-25 13F/A Promus Capital, LLC 2.023 0,00 41 -2,44
2025-07-31 13F MQS Management LLC 36.583 -20,28 739 -21,07
2025-07-11 13F Farther Finance Advisors, LLC 7.346 -2,92 148 -5,13
2025-08-12 13F Jpmorgan Chase & Co 4.398 -66,67 89 -67,29
2025-08-08 13F Pnc Financial Services Group, Inc. 750 0,00 15 0,00
2025-08-13 13F Natixis 26.751 0,00 539 -1,47
2025-07-24 13F Blair William & Co/il 0 -100,00 0
2025-05-05 13F Transce3nd, LLC 0 -100,00 0
2025-07-11 13F Kingstone Capital Partners Texas, LLC 27.409.759 549
2025-07-31 13F Oak Harbor Wealth Partners, Llc 17.981 0,00 363 -0,82
2025-07-25 13F Atria Wealth Solutions, Inc. 10.089 204
2025-06-27 NP LBO - WHITEWOLF Publicly Listed Private Equity ETF 676 14,19 13 -7,69
2025-08-12 13F Steward Partners Investment Advisory, Llc 25.284 7,89 511 6,92
2025-08-13 13F Quantbot Technologies LP 9.047 -7,65 183 -8,54
2025-08-14 13F Bank Of America Corp /de/ 17.673 -2,65 357 -3,78
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 152.463 68,49 3.080 66,88
2025-08-14 13F Royal Bank Of Canada 12.088 5,72 244 4,72
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 44.016 0,05 889 -0,89
2025-08-12 13F BlackRock, Inc. 193.153 30,75 3.902 29,52
2025-08-13 13F Millstone Evans Group, LLC 3.686 0,00 74 -1,33
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-15 13F Morgan Stanley 267.445 -12,38 5.402 -13,19
2025-08-15 13F Great West Life Assurance Co /can/ 33.094 4,65 1
2025-08-18 13F N.E.W. Advisory Services LLC 62 0,00 1 0,00
2025-08-14 13F Millennium Management Llc 0 -100,00 0
2025-08-06 13F Prospera Financial Services Inc 20.171 0,02 407 -0,97
2025-08-13 13F Beacon Pointe Advisors, LLC 22.628 457
2025-08-18 13F Geneos Wealth Management Inc. 51 0,00 1 0,00
2025-08-14 13F Van Eck Associates Corp 846.994 10,94 17 13,33
2025-07-14 13F Golden State Equity Partners 15.740 318
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 20.462 13,39 425 15,80
2025-08-13 13F Baird Financial Group, Inc. 313.002 10,57 6.323 9,53
2025-08-08 13F Cetera Investment Advisers 370.335 10,38 7.481 9,36
2025-07-14 13F AdvisorNet Financial, Inc 1.728 137,36 35 142,86
2025-08-12 13F Virtu Financial LLC 0 -100,00 0
2025-08-08 13F Accredited Investors Inc. 20.000 404
2025-08-14 13F Wells Fargo & Company/mn 23.887 -14,58 483 -15,44
2025-07-31 13F Optimum Investment Advisors 20.393 9,32 412 8,16
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 26.905 10,85 1
2025-08-08 13F Cedar Wealth Management, LLC 992 0,00 20 0,00
2025-08-05 13F GPS Wealth Strategies Group, LLC 2.739 -36,96 55 -37,50
2025-06-25 NP VPC - Virtus Private Credit Strategy ETF 38.715 -12,90 732 -27,19
2025-05-14 13F Comerica Bank 0 -100,00 0
2025-07-31 13F Peterson Wealth Services 122 0,83 2 0,00
2025-05-13 13F Neuberger Berman Group LLC 0 -100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 26.200 61,73 529 60,30
2025-08-04 13F Spire Wealth Management 0 -100,00 0
2025-08-14 13F Bragg Financial Advisors, Inc 13.011 0,00 263 -1,13
2025-08-14 13F Aquatic Capital Management LLC 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 813.702 -13,26 16.437 -14,07
2025-07-09 13F Fiduciary Alliance LLC 13.025 0,00 263 -0,75
2025-07-17 13F GraniteShares Advisors LLC 132.532 6,67 2.677 5,68
2025-08-14 13F Citadel Advisors Llc Call 24.800 10,22 501 9,17
2025-08-13 13F Northwestern Mutual Wealth Management Co 150 3
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 4.400 0,00 89 -1,12
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-12 13F Advisors Asset Management, Inc. 154.610 -27,54 3.123 -28,21
2025-07-23 13F Columbus Macro, LLC 322.543 12,14 6.515 11,10
2025-07-31 13F Oppenheimer & Co Inc 20.323 6,82 411 5,94
2025-08-06 13F Ethos Financial Group, LLC 137.365 2,22 2.775 1,24
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100,00 0
2025-08-12 13F MAI Capital Management 3.132 0,00 63 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 699 2.812,50 14
2025-08-12 13F Franklin Resources Inc 167.016 -0,42 3.374 -1,35
2025-07-25 13F Cwm, Llc 749 1.602,27 0
2025-08-14 13F Mariner, LLC 11.515 13,68 233 12,62
2025-08-11 13F HighTower Advisors, LLC 90.865 0,22 1.835 -0,70
2025-08-12 13F Laurel Wealth Advisors LLC 31.755 7.588,86 2 -87,50
2025-07-17 13F HB Wealth Management, LLC 13.599 0,00 275 -1,08
2025-08-11 13F Citigroup Inc 0 -100,00 0
2025-08-12 13F Trexquant Investment LP 76.533 56,54 1.546 55,12
2025-08-13 13F Legacy Capital Wealth Partners, LLC 66.037 -2,68 1.334 -3,62
2025-08-12 13F Global Retirement Partners, LLC 788 16
2025-08-14 13F Two Sigma Investments, Lp 287.879 -27,85 5.815 -28,52
2025-07-29 13F Novare Capital Management Llc 190.275 0,60 3.844 -0,34
2025-08-14 13F Qube Research & Technologies Ltd 64.929 39,81 1.312 38,58
2025-09-04 13F/A Advisor Group Holdings, Inc. 13.092 7,56 264 6,45
2025-08-29 NP GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 132.532 6,67 2.677 5,68
2025-08-06 13F Commonwealth Equity Services, Llc 35.124 20,65 1
2025-07-08 13F Nbc Securities, Inc. 0 -100,00 0
2025-08-12 13F LPL Financial LLC 82.993 -3,48 1.676 -4,39
2025-07-22 13F Sage Investment Counsel LLC 12.070 0,00 244 -1,22
2025-07-15 13F Riverbridge Partners Llc 38.975 3,92 787 3,01
2025-08-07 13F PFG Advisors 188.495 3,76 3.808 2,81
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 72 0,00 1 0,00
2025-08-14 13F UBS Group AG 298.390 50,83 6.027 49,44
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-08-14 13F Hrt Financial Lp 54.066 26,75 1
2025-08-14 13F Susquehanna International Group, Llp Call 24.000 485
2025-08-14 13F IHT Wealth Management, LLC 69.581 10,12 1.406 9,08
2025-08-14 13F Susquehanna International Group, Llp Put 12.000 -7,69 242 -8,68
2025-08-13 13F Invesco Ltd. 446.703 2,20 9.023 1,26
2025-05-13 13F EverSource Wealth Advisors, LLC 0 -100,00 0
2025-08-14 13F Ameriprise Financial Inc 92.080 -13,40 1.858 -13,14
2025-08-14 13F MGB Wealth Management, LLC 89.775 2,07 1.807 0,61
2025-08-11 13F Greenland Capital Management LP 53.190 -9,39 1.074 -10,20
2025-07-17 13F Sound Income Strategies, LLC 1.898 -63,27 38 -63,81
2025-07-30 13F D.a. Davidson & Co. 115.872 159,06 2.341 156,86
2025-08-05 13F Simplex Trading, Llc Put 200 100,00 0
2025-08-05 13F Simplex Trading, Llc 16.458 0
2025-08-05 13F Simplex Trading, Llc Call 100 -95,65 0
2025-08-14 13F Two Sigma Advisers, Lp 380.613 -8,49 7.688 -9,34
2025-08-13 13F Northern Trust Corp 20.202 408
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-05-06 13F WT Wealth Management 53.376 -3,72 1.088 -6,61
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