Helia Group Limited

ASX:HLI Stock Report

Market Cap: AU$1.2b

Helia Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:HLI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Sep 24BuyAU$15,358,306The Vanguard Group, Inc.Company3,123,640AU$4.93
18 Sep 24SellAU$25,180,723The Vanguard Group, Inc.Company5,286,822AU$4.80
27 Aug 24BuyAU$2,903,170Dimensional Fund Advisors LPCompany747,400AU$4.06
22 Aug 24BuyAU$38,800Andrew MooreIndividual10,000AU$3.88
21 Aug 24SellAU$1,037,546Dimensional Fund Advisors LPCompany271,465AU$4.03
10 Apr 24SellAU$2,353,146State Street Global Advisors, Inc.Company482,705AU$4.87
28 Mar 24BuyAU$22,546,547Australian Retirement Trust Pty LtdCompany5,305,970AU$4.25
27 Mar 24SellAU$3,437,513Australian Retirement Trust Pty LtdCompany812,406AU$4.23
15 Mar 24BuyAU$10,328,627State Street Global Advisors, Inc.Company2,113,521AU$4.89
13 Mar 24BuyAU$39,298Leona MurphyIndividual11,070AU$3.55
06 Mar 24SellAU$298,327Pauline Blight-JohnstonIndividual69,787AU$4.32
28 Feb 24SellAU$27,726Gerd SchenkelIndividual6,300AU$4.40
15 Dec 23BuyAU$15,713,904State Street Global Advisors, Inc.Company3,688,205AU$4.30
15 Dec 23SellAU$3,070,363Australian Ethical Investment LimitedCompany731,587AU$4.31
11 Dec 23SellAU$31,167,773Australian Ethical Investment LimitedCompany9,379,323AU$3.32
30 Nov 23BuyAU$2,882,719State Street Global Advisors, Inc.Company699,689AU$4.12

Insider Trading Volume

Insider Buying: HLI insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLI?
Owner TypeNumber of SharesOwnership Percentage
Private Companies2,488,9270.901%
Individual Insiders3,524,0041.28%
General Public87,846,79231.8%
Institutions182,509,82866%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.76% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.49%
Dimensional Fund Advisors LP
23,467,155AU$102.5m2.48%0.01%
8.43%
Australian Ethical Investment Limited
23,299,788AU$101.7m0%10.41%
7.13%
First Sentier Investors (Australia) IM Ltd
19,705,270AU$86.0m0%0.16%
6.96%
State Street Global Advisors, Inc.
19,235,029AU$84.0m0%no data
6.3%
The Vanguard Group, Inc.
17,421,009AU$76.1m-11.1%no data
5.71%
Vinva Investment Management Limited
15,776,687AU$68.9m0%1.71%
5.42%
Australian Retirement Trust Pty Ltd
14,988,769AU$65.4m0%1.9%
2.17%
BlackRock, Inc.
5,988,433AU$26.1m1.5%no data
1.99%
American Century Investment Management Inc
5,507,723AU$24.0m-2.58%0.01%
1.99%
Brazil Farming Pty Ltd, Asset Management Arm
5,501,631AU$24.0m0%27.54%
1.25%
Morgan Stanley, Investment Banking and Brokerage Investments
3,466,170AU$15.1m0%no data
1.21%
Norges Bank Investment Management
3,339,030AU$14.6m0%no data
1.19%
Allianz Asset Management GmbH
3,277,666AU$14.3m0.11%no data
1.12%
Argo Investments Limited
3,107,676AU$13.6m0%0.18%
0.47%
BetaShares Capital Limited
1,311,361AU$5.7m2.41%0.02%
0.47%
Colonial First State Investments Limited
1,298,642AU$5.7m0%0.04%
0.45%
Mercer Investments LLC
1,256,900AU$5.5m0%0.06%
0.44%
AXA Investment Managers S.A.
1,216,109AU$5.3m0%0.01%
0.44%
Massachusetts Financial Services Company
1,205,259AU$5.3m0%no data
0.37%
Charles Schwab Investment Management, Inc.
1,016,999AU$4.4m0%no data
0.36%
Stephen Jermyn
1,000,000AU$4.4m0%no data
0.36%
National Exchange Pty. Ltd., Asset Management Arm
1,000,000AU$4.4m0%10.57%
0.36%
Bessemer Investment Management LLC
991,106AU$4.3m0%no data
0.34%
Vu Father & Sons Enterprises Pty Ltd
928,000AU$4.1m0%no data
0.32%
Jupiter Fund Management Plc
895,870AU$3.9m0%0.01%