Polar Capital Holdings Ownership

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

Recent Insider Transactions

AIM:POLR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 May 24	BuyUK£100,901	Gavin Rochussen	Individual	18,359	UK£5.50
14 May 24	BuyUK£71,475	Samir Ayub	Individual	13,005	UK£5.50
07 Feb 24	SellUK£30,003	Samir Ayub	Individual	6,786	UK£4.42

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 POLR?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	136,221	0.141%
Private Companies	514,875	0.534%
Individual Insiders	5,071,017	5.26%
General Public	8,788,308	9.12%
Employee Share Scheme	9,823,517	10.2%
Institutions	72,062,798	74.8%

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

Top Shareholders

Top 25 shareholders own 71.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.56%	Harwood Capital LLP	8,254,000	UK£41.8m	0%	4.32%
5.13%	Employee Benefit Trust	4,943,888	UK£25.1m	-3.48%	100.0%
5.06%	Polar Capital Employee Benefit Trust	4,879,629	UK£24.7m	-4.04%	100.0%
4.86%	BlackRock, Inc.	4,686,839	UK£23.8m	17.3%	no data
4.15%	Caledonia Investments Plc	3,999,130	UK£20.3m	0%	2.04%
4.08%	Schroder Investment Management Limited	3,936,378	UK£20.0m	-5.53%	0.02%
3.64%	J O Hambro Capital Management Limited	3,513,421	UK£17.8m	9.01%	0.19%
3.32%	Canaccord Genuity Asset Management Limited	3,200,000	UK£16.2m	0%	0.79%
3.22%	Unicorn Asset Management Ltd.	3,100,000	UK£15.7m	1.97%	2.77%
3.19%	Canaccord Genuity Wealth (International) Ltd.	3,077,177	UK£15.6m	3.38%	0.3%
3.11%	Robert Gurner	2,994,879	UK£15.2m	-22.9%	no data
2.85%	JP Morgan Asset Management	2,745,878	UK£13.9m	11.9%	no data
2.6%	Brewin Dolphin Limited	2,502,276	UK£12.7m	-25.2%	0.1%
2.39%	UBS Asset Management AG	2,302,194	UK£11.7m	-1.74%	no data
2.11%	Martin Currie Ltd.	2,032,500	UK£10.3m	-9.36%	0.15%
2.02%	Investec Wealth & Investment Limited	1,951,944	UK£9.9m	-0.45%	0.11%
1.91%	Gavin Rochussen	1,837,816	UK£9.3m	-0.99%	no data
1.78%	Amati Global Investors Ltd.	1,716,995	UK£8.7m	0%	1.89%
1.22%	Acadian Asset Management LLC	1,173,594	UK£6.0m	4.73%	0.02%
1.2%	Dimensional Fund Advisors LP	1,158,913	UK£5.9m	4.95%	no data
1.12%	Chelverton Asset Management Limited	1,075,000	UK£5.5m	-21.8%	0.52%
1.09%	HBOS Investment Fund Managers Limited	1,047,975	UK£5.3m	1.6%	0.05%
1.03%	Charles Stanley & Co. Ltd, Asset Management Arm	990,874	UK£5.0m	-0.39%	0.05%
0.93%	Barclays Bank PLC, Securities Investments	897,046	UK£4.5m	-0.86%	0.01%
0.89%	Ravenscroft Investment Management	855,539	UK£4.3m	-3.66%	0.73%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 15:13
End of Day Share Price	2024/12/18 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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

Polar Capital Holdings Plc is covered by 14 analysts. 6 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
Catherine Heath	Altium Capital Limited
null null	Canaccord Genuity
Keith Baird	Cantor Fitzgerald Europe