Herald Investment Trust (HRI)

Sector:

Investment Firms

Index:

FTSE 250

2,420.00p
   
  • Change Today:
    -5.00p
  • 52 Week High: 2,540.00p
  • 52 Week Low: 1,738.00p
  • Currency: UK Pounds
  • Shares Issued: 49.89m
  • Volume: 29,178
  • Market Cap: £1,207.31m
  • RiskGrade: 148
  • Beta: 0.01

Latest Deals

No deals were found in the last 365 days.

Largest Deals (365 days)

No deals were found in the last 365 days.

Director Shareholdings

Notifier Holding Value*
Andrew Joy 6,000 £145,200
Christopher Metcalfe 5,220 £126,324
Stephanie Eastment 3,200 £77,440
Henrietta Marsh 1,000 £24,200

Major Shareholders

Notifier** Holding Value*
Saba Capital Management, L.P. 12,024,354 £290,989,367
Investec Wealth & Investment Limited 8,916,412 £215,777,170
Rathbone Investment Management Ltd 6,534,234 £158,128,463
1607 Capital Partners, LLC 3,824,024 £92,541,381
Investec Wealth & Investment Limited 3,641,567 £88,125,921
Barclays plc 3,005,417 £72,731,091
Allspring Global Investments Holdings, LLC 2,853,052 £69,043,858
JM Finn & Co 2,833,826 £68,578,589
Lazard Asset Management LLC 2,794,044 £67,615,865
Hargreaves Lansdown 2,450,149 £59,293,606
Interactive Investor Trading Limited 2,376,106 £57,501,765
Charles Stanley & Co 2,248,213 £54,406,755
Brewin Dolphin Securities 2,046,278 £49,519,928
Bank of Montreal 1,518,279 £36,742,352

* Value is calculated by using the current share price multiplied by the amount held.
** Major Shareholders are individuals or institutions that own more than 3% of the company’s shares and have been reported in the annual accounts.

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

 

HRI Market Data

Currency UK Pounds
Share Price 2,420.00p
Change Today -5.00p
% Change -0.21 %
52 Week High 2,540.00p
52 Week Low 1,738.00p
Volume 29,178
Shares Issued 49.89m
Market Cap £1,207.31m
Beta 0.01
RiskGrade 148

HRI Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
4.90% above the market average4.90% above the market average4.90% above the market average4.90% above the market average4.90% above the market average
18.08% below the sector average18.08% below the sector average18.08% below the sector average18.08% below the sector average18.08% below the sector average
Price Trend
54.22% above the market average54.22% above the market average54.22% above the market average54.22% above the market average54.22% above the market average
63.33% above the sector average63.33% above the sector average63.33% above the sector average63.33% above the sector average63.33% above the sector average
Income Not Available
Growth
51.30% above the market average51.30% above the market average51.30% above the market average51.30% above the market average51.30% above the market average
44.48% above the sector average44.48% above the sector average44.48% above the sector average44.48% above the sector average44.48% above the sector average

HRI Dividends

  Latest Previous
  Interim Final
Ex-Div n/a 10-Apr-13
Paid n/a 03-May-13
Amount 0.000p 1.00p

Trades for 08-Aug-2025

Time Volume / Share Price
16:06 10,671 @ 2,425.00p
16:35 17 @ 2,420.00p
16:35 2,197 @ 2,420.00p
16:35 110 @ 2,420.00p
16:35 60 @ 2,420.00p

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