Healthia Ownership

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

Recent Insider Transactions

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 HLA?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	13,389,118	9.53%
Hedge Funds	19,993,843	14.2%
Institutions	28,724,669	20.5%
Individual Insiders	33,837,124	24.1%
General Public	44,478,473	31.7%

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

Top Shareholders

Top 19 shareholders own 68.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.2%	Briarwood Chase Management LLC	19,993,843	AU$35.9m	0%	22.35%
10.5%	Moelis Australia Asset Management Ltd	14,713,700	AU$26.4m	6.78%	14.6%
9.39%	Wilson Asset Management (International) Pty Ltd.	13,184,503	AU$23.7m	2.08%	0.94%
6.4%	Darren Stewart	8,988,650	AU$16.1m	12.1%	no data
5.67%	Glen Richards	7,966,777	AU$14.3m	0%	no data
4.96%	Belaroo Pty Ltd	6,963,607	AU$12.5m	0%	no data
3.66%	Colin Kangisser	5,134,628	AU$9.2m	0%	no data
2.51%	Paul Wilson	3,530,842	AU$6.3m	78%	no data
2.49%	Dean Hartley	3,495,465	AU$6.3m	1.45%	no data
2.19%	Jabez Fund Pty Ltd	3,069,444	AU$5.5m	0%	no data
1.69%	Rom Group Pty Ltd	2,373,267	AU$4.3m	0%	no data
1.42%	Wesley Coote	1,995,370	AU$3.6m	5.07%	no data
1.16%	Milton Levine	1,625,025	AU$2.9m	0%	no data
0.75%	Lisa Roach	1,052,889	AU$1.9m	4.46%	no data
0.7%	HGT Investments Pty. Ltd	982,800	AU$1.8m	8%	no data
0.34%	Joh. Berenberg, Gossler & Co. KG, Asset Management Arm	483,596	AU$868.0k	0%	0.02%
0.21%	Dimensional Fund Advisors LP	288,270	AU$517.5k	0%	no data
0.039%	Mandarine Gestion	54,600	AU$98.0k	0%	no data
0.034%	Lisa Dalton	47,478	AU$85.2k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/12/04 21:07
End of Day Share Price	2023/11/30 00:00
Earnings	2023/06/30
Annual Earnings	2023/06/30

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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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

Healthia Limited is covered by 4 analysts. 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
Russell Wright	Barclay Pearce Capital Pty Limited
Warren Jeffries	Canaccord Genuity
Wilson Wong	Jarden Limited