Polar Capital Holdings Ownership

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

Recent Insider Transactions

OTCPK:PLRR.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 May 24	BuyUS$126,959	Gavin Rochussen	Individual	18,359	US$6.92
14 May 24	BuyUS$89,935	Samir Ayub	Individual	13,005	US$6.92
07 Feb 24	SellUS$37,875	Samir Ayub	Individual	6,786	US$5.58

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 PLRR.F?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	143,858	0.149%
Private Companies	534,745	0.555%
Individual Insiders	5,102,528	5.29%
General Public	7,812,778	8.11%
Employee Share Scheme	10,028,726	10.4%
Institutions	72,762,630	75.5%

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

Top Shareholders

Top 25 shareholders own 72.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.56%	Harwood Capital LLP	8,254,000	US$52.9m	-3.25%	4.24%
5.28%	Polar Capital Employee Benefit Trust	5,084,838	US$32.6m	-1.53%	100.0%
5.13%	Employee Benefit Trust	4,943,888	US$31.7m	-3.48%	100.0%
4.32%	Schroder Investment Management Limited	4,166,751	US$26.7m	0.23%	0.02%
4.29%	Numis Asset Management Ltd.	4,133,497	US$26.5m	2.69%	11.76%
4.15%	Caledonia Investments Plc	3,999,130	US$25.6m	0%	1.93%
4.15%	BlackRock, Inc.	3,995,905	US$25.6m	47.4%	no data
3.34%	J O Hambro Capital Management Limited	3,223,093	US$20.7m	6.03%	0.17%
3.32%	Canaccord Genuity Asset Management Limited	3,200,000	US$20.5m	0%	0.74%
3.15%	Unicorn Asset Management Ltd.	3,040,000	US$19.5m	-2.09%	2.53%
3.11%	Robert Gurner	2,994,879	US$19.2m	-22.9%	no data
3.09%	Canaccord Genuity Wealth (International) Ltd.	2,976,658	US$19.1m	28.8%	0.28%
2.55%	JP Morgan Asset Management	2,453,494	US$15.7m	11.5%	no data
2.43%	UBS Asset Management AG	2,343,003	US$15.0m	-3.84%	no data
2.33%	Martin Currie Ltd.	2,242,500	US$14.4m	-14.6%	0.16%
2.03%	Investec Wealth & Investment Limited	1,960,844	US$12.6m	3.47%	0.11%
1.93%	Gavin Rochussen	1,856,175	US$11.9m	2.91%	no data
1.78%	Amati Global Investors Ltd.	1,716,995	US$11.0m	-9.96%	1.87%
1.43%	Chelverton Asset Management Limited	1,375,000	US$8.8m	3.77%	0.64%
1.16%	Acadian Asset Management LLC	1,120,617	US$7.2m	0.94%	0.02%
1.15%	Dimensional Fund Advisors LP	1,104,296	US$7.1m	5.54%	no data
1.07%	HBOS Investment Fund Managers Limited	1,031,492	US$6.6m	-1.05%	0.05%
1.03%	Close Asset Management Ltd.	996,912	US$6.4m	0.47%	0.05%
1.03%	Charles Stanley & Co. Ltd, Asset Management Arm	994,798	US$6.4m	-10.1%	0.05%
0.94%	Barclays Bank PLC, Securities Investments	904,860	US$5.8m	74.8%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/11/13 08:33
End of Day Share Price	2024/08/16 00:00
Earnings	2024/03/31
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

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

Polar Capital Holdings Plc is covered by 13 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