Herald Investment Trust (HRI)

Sector:

Investment Firms

Index:

FTSE 250

2,470.00p
   
  • Change Today:
    -5.00p
  • 52 Week High: 2,540.00
  • 52 Week Low: 1,738.00
  • Currency: UK Pounds
  • Shares Issued: 48.55m
  • Volume: 91,512
  • Market Cap: £1,199.26m
  • RiskGrade: 148

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 £148,200
Christopher Metcalfe 5,220 £128,934
Stephanie Eastment 3,200 £79,040
Henrietta Marsh 1,000 £24,700

Major Shareholders

Notifier** Holding Value*
Saba Capital Management, L.P. 12,024,354 £297,001,544
Investec Wealth & Investment Limited 8,916,412 £220,235,376
Rathbone Investment Management Ltd 6,534,234 £161,395,580
1607 Capital Partners, LLC 3,824,024 £94,453,393
Investec Wealth & Investment Limited 3,641,567 £89,946,705
Barclays plc 2,905,187 £71,758,119
Allspring Global Investments Holdings, LLC 2,853,052 £70,470,384
JM Finn & Co 2,833,826 £69,995,502
Lazard Asset Management LLC 2,794,044 £69,012,887
Hargreaves Lansdown 2,450,149 £60,518,680
Interactive Investor Trading Limited 2,376,106 £58,689,818
Charles Stanley & Co 2,248,213 £55,530,861
Brewin Dolphin Securities 2,046,278 £50,543,067
Bank of America Corporation 1,830,173 £45,205,273
Bank of Montreal 1,518,279 £37,501,491

* 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 2,470.00p
Change Today -5.00p
% Change -0.20 %
52 Week High 2,540.00
52 Week Low 1,738.00
Volume 91,512
Shares Issued 48.55m
Market Cap £1,199.26m
RiskGrade 148

HRI Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
7.87% above the market average7.87% above the market average7.87% above the market average7.87% above the market average7.87% above the market average
8.15% below the sector average8.15% below the sector average8.15% below the sector average8.15% below the sector average8.15% below the sector average
Price Trend
44.39% above the market average44.39% above the market average44.39% above the market average44.39% above the market average44.39% above the market average
36.45% above the sector average36.45% above the sector average36.45% above the sector average36.45% above the sector average36.45% above the sector average
Income Not Available
Growth
51.66% above the market average51.66% above the market average51.66% above the market average51.66% above the market average51.66% above the market average
45.00% above the sector average45.00% above the sector average45.00% above the sector average45.00% above the sector average45.00% 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 19-Sep-2025

Time Volume / Share Price
16:36 20,200 @ 2,470.00p
16:37 3,071 @ 2,470.00p
16:35 26,216 @ 2,470.00p
16:35 63 @ 2,470.00p
16:35 71 @ 2,470.00p

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