Helical Ownership

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


Recent Insider Transactions

BATS-CHIXE:HLCLL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
14 Apr 25BuyUK£47,250Robert FowldsIndividual25,000UK£1.89
11 Apr 25BuyUK£25,190Richard CottonIndividual13,765UK£1.83
02 Dec 24BuyUK£14Timothy MurphyIndividual6.84UK£1.98
02 Dec 24BuyUK£13Matthew Bonning-SnookIndividual6.81UK£1.98

Insider Trading Volume

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


Ownership Breakdown

What is the ownership structure of HLCLL?
Owner TypeNumber of SharesOwnership Percentage
Public Companies108,9580.0883%
Private Companies865,1010.701%
Employee Share Scheme1,164,5610.944%
General Public3,336,4622.7%
Individual Insiders12,194,2149.89%
Institutions105,685,90185.7%

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


Top Shareholders

Top 25 shareholders own 79.51% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.02%
Baillie Gifford & Co.
11,121,297UK£26.5m-4.58%0.02%
8.8%
Janus Henderson Group plc
10,849,892UK£25.8m4.21%0.01%
8.28%
Aberforth Partners LLP
10,209,689UK£24.3m16.1%1.19%
7.5%
Michael Slade
9,253,740UK£22.0m0%no data
5.32%
Schroder Investment Management Limited
6,567,372UK£15.6m0%0.01%
4.42%
BlackRock, Inc.
5,454,678UK£13.0m-9.7%no data
3.46%
Premier Fund Managers Ltd.
4,265,818UK£10.2m0.56%0.16%
2.91%
The Vanguard Group, Inc.
3,593,587UK£8.6m-34.4%no data
2.7%
Jupiter Fund Management Plc
3,336,572UK£7.9m10.9%0.03%
2.63%
Dimensional Fund Advisors LP
3,245,618UK£7.7m-7.04%no data
2.56%
West Yorkshire Pension Fund
3,152,440UK£7.5m0%0.17%
2.53%
DNB Asset Management AS
3,117,584UK£7.4m20.8%0.03%
2.42%
JNE Partners LLP
2,987,211UK£7.1m0%1.94%
2.08%
Goldman Sachs Group, Investment Banking and Securities Investments
2,571,494UK£6.1m18.7%no data
2.06%
Legal & General Investment Management Limited
2,546,361UK£6.1m1.55%no data
1.87%
M&G Investment Management Limited
2,302,919UK£5.5m-7.46%0.01%
1.6%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
1,975,298UK£4.7m0%no data
1.45%
Matthew Bonning-Snook
1,793,576UK£4.3m0.03%no data
1.3%
LaSalle Investment Management Securities, LLC
1,599,787UK£3.8m0%0.19%
1.26%
State Street Global Advisors, Inc.
1,548,693UK£3.7m-8.22%no data
1.21%
Evelyn Partners Investment Management LLP
1,492,532UK£3.6m-2.67%0.05%
1.1%
FMR LLC
1,351,132UK£3.2m36%no data
1.09%
Mayar Capital Advisors Ltd
1,338,743UK£3.2m0%20.52%
1%
Allianz Asset Management GmbH
1,237,221UK£2.9m26%no data
0.94%
Helical Bar Profit Sharing Scheme
1,164,561UK£2.8m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/12 15:07
End of Day Share Price 2025/05/12 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

Helical plc is covered by 13 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Aaron GuyBarclays
Miranda CockburnBerenberg
Bhupen MasterBofA Global Research