Herald Investment Trust (HRI)

Sector:

Investment Firms

Index:

FTSE 250

2,390.00p
   
  • Change Today:
      35.00p
  • 52 Week High: 2,540.00p
  • 52 Week Low: 1,738.00p
  • Currency: UK Pounds
  • Shares Issued: 48.78m
  • Volume: 58,213
  • Market Cap: £1,165.84m
  • 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 £143,400
Christopher Metcalfe 5,220 £124,758
Stephanie Eastment 3,200 £76,480
Henrietta Marsh 1,000 £23,900

Major Shareholders

Notifier** Holding Value*
Saba Capital Management, L.P. 12,024,354 £287,382,061
Investec Wealth & Investment Limited 8,916,412 £213,102,247
Rathbone Investment Management Ltd 6,534,234 £156,168,193
1607 Capital Partners, LLC 3,824,024 £91,394,174
Investec Wealth & Investment Limited 3,641,567 £87,033,451
Barclays plc 2,988,806 £71,432,463
Allspring Global Investments Holdings, LLC 2,853,052 £68,187,943
JM Finn & Co 2,833,826 £67,728,441
Lazard Asset Management LLC 2,794,044 £66,777,652
Bank of America Corporation 2,595,305 £62,027,790
Hargreaves Lansdown 2,450,149 £58,558,561
Interactive Investor Trading Limited 2,376,106 £56,788,933
Charles Stanley & Co 2,248,213 £53,732,291
Brewin Dolphin Securities 2,046,278 £48,906,044
Bank of Montreal 1,518,279 £36,286,868

* 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 2,390.00p
Change Today 35.00p
% Change 1.49 %
52 Week High 2,540.00p
52 Week Low 1,738.00p
Volume 58,213
Shares Issued 48.78m
Market Cap £1,165.84m
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 08-Sep-2025

Time Volume / Share Price
13:34 199 @ 2,387.28p
13:32 316 @ 2,390.00p
13:32 199 @ 2,390.00p
13:32 997 @ 2,390.00p
13:31 1 @ 2,390.00p

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