Hearts and Minds Investments Ownership

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

Recent Insider Transactions

ASX:HM1 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Jun 24	BuyAU$737,541	Saba Capital Management, L.P.	Company	284,514	AU$2.61
25 Jun 24	SellAU$9,134,997	Saba Capital Management, L.P.	Company	3,500,000	AU$2.61
14 Jun 24	BuyAU$6,387,139	Saba Capital Management, L.P.	Company	2,492,450	AU$2.60
04 Mar 24	BuyAU$67,000	Christopher Cuffe	Individual	25,000	AU$2.68
18 Jan 24	BuyAU$6,400,916	Saba Capital Management, L.P.	Company	2,595,656	AU$2.50

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HM1?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	7,589,179	3.31%
Private Companies	15,057,771	6.58%
Institutions	15,189,155	6.63%
Hedge Funds	20,741,756	9.06%
General Public	170,404,306	74.4%

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

Top Shareholders

Top 23 shareholders own 25.58% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.06%	Saba Capital Management, L.P.	20,741,756	AU$64.1m	0%	0.88%
3.2%	Netwealth Investments Ltd.	7,317,791	AU$22.6m	-4.84%	0.16%
3.19%	Charles & Corneloa Goode Foundation Pty Ltd	7,301,740	AU$22.6m	198%	no data
1.94%	Koll Pty Ltd	4,443,750	AU$13.7m	0%	no data
0.98%	Scott Farquhar	2,250,000	AU$7.0m	0%	no data
0.98%	Associated World Investments Pty Ltd, Asset Management Arm	2,250,000	AU$7.0m	0%	100.0%
0.79%	Ian Potter Foundation, Endowment Arm	1,800,000	AU$5.6m	0%	0.7%
0.74%	Geoffrey Wilson	1,687,500	AU$5.2m	0%	no data
0.74%	The Wilson Foundation, Endowment Arm	1,687,500	AU$5.2m	0%	49.24%
0.59%	Kennbros Pty Limited	1,353,823	AU$4.2m	5.84%	no data
0.58%	Guy Fowler	1,325,939	AU$4.1m	2.62%	no data
0.54%	Matthew Grounds	1,230,525	AU$3.8m	2.42%	no data
0.5%	Bridgestar Pty. Ltd.	1,150,000	AU$3.6m	0%	no data
0.48%	Australian Philanthropic Services Foundation., Endowment Arm	1,100,000	AU$3.4m	0%	58.83%
0.45%	IOOF Investment Management Limited	1,033,864	AU$3.2m	0%	0.1%
0.35%	Mightyboy Pty Ltd	808,458	AU$2.5m	0%	no data
0.22%	Gary Weiss	503,084	AU$1.6m	0.27%	no data
0.081%	Paul Rayson	185,000	AU$571.6k	0%	no data
0.045%	Christopher Cuffe	103,300	AU$319.2k	0%	no data
0.043%	David Wright	97,489	AU$301.2k	2.62%	no data
0.039%	Charlie Lanchester	89,061	AU$275.2k	0%	no data
0.032%	Michael Traill	72,281	AU$223.4k	0%	no data
0.02%	Lorraine Berends	45,000	AU$139.0k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/21 22:06
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Hearts and Minds Investments Limited is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution