HarbourVest Global Private Equity Ownership

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

Recent Insider Transactions

BATS-CHIXE:HVPEL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
12 Sep 24	BuyUK£23,747	Edmond Warner	Individual		1,000	UK£23.75
27 Feb 24	BuyUK£45,400	Edmond Warner	Individual		2,000	UK£22.70

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 HVPEL?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	30,076	0.0401%
Institutions	27,906,264	37.2%
General Public	47,078,025	62.8%

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

Top Shareholders

Top 25 shareholders own 36.68% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.58%	Evelyn Partners Group Limited	4,187,141	UK£106.3m	0%	16.51%
5.32%	Quilter Cheviot Limited	3,987,798	UK£101.2m	0%	0.99%
5.21%	Schroder Investment Management Limited	3,909,725	UK£99.3m	0%	0.08%
4.87%	M&G Investment Management Limited	3,651,773	UK£92.7m	-29.6%	0.23%
3.12%	Asset Value Investors Limited	2,340,731	UK£59.4m	0%	3.14%
2.12%	BlackRock, Inc.	1,592,743	UK£40.4m	2.77%	no data
2.08%	Quilter Investors Limited	1,558,481	UK£39.6m	0%	1.8%
1.3%	Partners Group Holding AG	976,010	UK£24.8m	38%	0.71%
1.26%	Optimized Portfolio Management Stockholm AB	946,397	UK£24.0m	0%	4.16%
0.76%	Mattioli Woods Plc, Asset Management Arm	567,357	UK£14.4m	0%	2.43%
0.69%	Sanlam Investments Uk Limited	515,043	UK£13.1m	0%	0.68%
0.59%	abrdn plc	445,400	UK£11.3m	0%	0.01%
0.56%	Border To Coast Pensions Partnership Limited	417,224	UK£10.6m	0%	0.06%
0.52%	HSBC Global Asset Management (UK) Limited	392,953	UK£10.0m	0.03%	no data
0.46%	JP Morgan Asset Management	346,479	UK£8.8m	0.02%	no data
0.4%	Janus Henderson Group plc	301,312	UK£7.7m	-6.38%	no data
0.36%	Legal & General Investment Management Limited	266,321	UK£6.8m	0%	no data
0.33%	Royal London Asset Management Ltd.	249,433	UK£6.3m	0%	0.01%
0.24%	Aviva Investors UK Fund Services Limited	181,691	UK£4.6m	0%	0.04%
0.21%	Unicorn Asset Management Ltd.	156,500	UK£4.0m	0%	0.68%
0.2%	Franklin Resources, Inc.	147,043	UK£3.7m	0%	no data
0.15%	Geode Capital Management, LLC	113,600	UK£2.9m	8.63%	no data
0.14%	Northern Trust Global Investments	103,433	UK£2.6m	-6.73%	no data
0.11%	Red Rocks Capital LLC	82,483	UK£2.1m	-4.49%	4.13%
0.11%	Bi Asset Management FondsmÆGlerselskab A/S	80,588	UK£2.0m	0%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 17:35
End of Day Share Price	2024/12/23 00:00
Earnings	2024/07/31
Annual Earnings	2024/01/31

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

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

HarbourVest Global Private Equity Ltd. is covered by 1 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
Conor Finn	Barclays