Herald Investment Trust (HRI)

Sector:

Investment Firms

Index:

FTSE 250

2,460.00p
   
  • Change Today:
      20.00p
  • 52 Week High: 2,560.00
  • 52 Week Low: 1,738.00
  • Currency: UK Pounds
  • Shares Issued: 639.60m
  • Volume: 29,261
  • Market Cap: £15,734m
  • RiskGrade: 148
  • Beta: 1.03

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 £147,600
Christopher Metcalfe 5,220 £128,412
Stephanie Eastment 3,200 £78,720
Henrietta Marsh 1,000 £24,600

Major Shareholders

Notifier** Holding Value*
Saba Capital Management, L.P. 12,024,354 £295,799,108
Investec Wealth & Investment Limited 8,916,412 £219,343,735
Rathbone Investment Management Ltd 6,534,234 £160,742,156
1607 Capital Partners, LLC 3,824,024 £94,070,990
Investec Wealth & Investment Limited 3,641,567 £89,582,548
Barclays plc 2,870,596 £70,616,662
Allspring Global Investments Holdings, LLC 2,853,052 £70,185,079
JM Finn & Co 2,833,826 £69,712,120
Lazard Asset Management LLC 2,794,044 £68,733,482
Bank of America Corporation 2,575,170 £63,349,182
Bank of America Corporation 2,548,323 £62,688,746
Bank of America Corporation 2,520,372 £62,001,151
Hargreaves Lansdown 2,450,149 £60,273,665
Interactive Investor Trading Limited 2,376,106 £58,452,208
Charles Stanley & Co 2,248,213 £55,306,040
Brewin Dolphin Securities 2,046,278 £50,338,439
Bank of Montreal 1,518,279 £37,349,663

* 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 2,460.00p
Change Today 20.00p
% Change 0.82 %
52 Week High 2,560.00
52 Week Low 1,738.00
Volume 29,261
Shares Issued 639.60m
Market Cap £15,734m
Beta 1.03
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 07-Jan-2026

Time Volume / Share Price
16:40 5,000 @ 2,452.45p
16:35 2,728 @ 2,460.00p
16:35 100 @ 2,460.00p
16:35 135 @ 2,460.00p
16:35 3 @ 2,460.00p

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