Herald Investment Trust (HRI)

Sector:

Investment Firms

Index:

FTSE 250

2,290.00p
   
  • Change Today:
      30.00p
  • 52 Week High: 2,540.00
  • 52 Week Low: 1,738.00
  • Currency: UK Pounds
  • Shares Issued: 50.02m
  • Volume: 42,349
  • Market Cap: £1,145.51m
  • RiskGrade: 148
  • Beta: 0.01

Latest Deals

Traded Action Notifier PriceAmountValue
01-Aug-24 Buy Christopher Metcalfe 2,262.75p 2,220 £50,233.05

Largest Deals (365 days)

Traded Action Notifier PriceAmountValue
01-Aug-24 Buy Christopher Metcalfe 2,262.75p 2,220 £50,233.05

Director Shareholdings

Notifier Holding Value*
Andrew Joy 6,000 £137,400
Christopher Metcalfe 5,220 £119,538
Stephanie Eastment 3,200 £73,280
Henrietta Marsh 1,000 £22,900

Major Shareholders

Notifier** Holding Value*
Saba Capital Management, L.P. 13,996,915 £320,529,354
Investec Wealth & Investment Limited 8,916,412 £204,185,835
Rathbone Investment Management Ltd 6,534,234 £149,633,959
1607 Capital Partners, LLC 3,824,024 £87,570,150
Investec Wealth & Investment Limited 3,641,567 £83,391,884
Allspring Global Investments Holdings, LLC 2,853,052 £65,334,891
JM Finn & Co 2,833,826 £64,894,615
Lazard Asset Management LLC 2,794,044 £63,983,608
Hargreaves Lansdown 2,450,149 £56,108,412
Interactive Investor Trading Limited 2,376,106 £54,412,827
Charles Stanley & Co 2,248,213 £51,484,078
Brewin Dolphin Securities 2,046,278 £46,859,766
Bank of Montreal 1,518,279 £34,768,589

* 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 2,290.00p
Change Today 30.00p
% Change 1.33 %
52 Week High 2,540.00
52 Week Low 1,738.00
Volume 42,349
Shares Issued 50.02m
Market Cap £1,145.51m
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
9.26% above the market average9.26% above the market average9.26% above the market average9.26% above the market average9.26% above the market average
9.23% below the sector average9.23% below the sector average9.23% below the sector average9.23% below the sector average9.23% below the sector average
Price Trend
22.51% above the market average22.51% above the market average22.51% above the market average22.51% above the market average22.51% above the market average
14.67% above the sector average14.67% above the sector average14.67% above the sector average14.67% above the sector average14.67% above the sector average
Income Not Available
Growth
48.07% above the market average48.07% above the market average48.07% above the market average48.07% above the market average48.07% above the market average
39.19% above the sector average39.19% above the sector average39.19% above the sector average39.19% above the sector average39.19% 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 27-Jun-2025

Time Volume / Share Price
16:42 2,544 @ 2,290.00p
16:35 2,586 @ 2,290.00p
16:35 251 @ 2,290.00p
16:35 41 @ 2,290.00p
16:35 35 @ 2,290.00p

Top of Page