Basic Stats
| Institutional Shares (Long) | 2,268,238 - 0.54% (ex 13D/G) - change of 0.12MM shares 5.59% MRQ |
| Institutional Value (Long) | $ 4,801 USD ($1000) |
Institutional Ownership and Shareholders
James Halstead plc (GB:JHDL) has 24 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,268,238 shares. Largest shareholders include DLS - WisdomTree International SmallCap Dividend Fund N/A, DFIS - Dimensional International Small Cap ETF, Dfa Investment Trust Co - The United Kingdom Small Company Series, DDLS - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A, DFE - WisdomTree Europe SmallCap Dividend Fund N/A, DFIEX - International Core Equity Portfolio - Institutional Class, DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class, DTH - WisdomTree International High Dividend Fund N/A, FNDC - Schwab Fundamental International Small Company Index ETF, and Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A .
James Halstead plc (BATS-CHIXE:JHDL) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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