Want to know which stocks the fund managers have been putting their money in (and out) of? We’ve been keeping track so you don’t have to.

Trading Places is Stockhead’s recap of substantial holder movements among ASX small caps in the last fortnight.

Substantial shareholders are shareholders holding 5 per cent or more of a company’s shares and these can be directors, individual investors or institutional investors.

Shareholders are required to announce to the exchange when they cross above or below the 5 per cent threshold and any change in their holdings while they remain above 5 per cent.

 

The fund managers buying

Company Code Market Cap Holder Stake Status
Limeade LME $332.8M Perennial Value Management 9.80% Increasing
Firstwave Cloud Technology FCT $68.0M Perennial Value Management 8.02% Increasing
Novatti Group NVO $21.6M Kenneth Lai 7.10% Increasing
HRL Holdings HRL $48.4M AustralianSuper 7.61% Increasing
Accent Group AX1 $718.4M Vinva Asset Management 5.01% Becoming
Probiotec PBP $142.8M Pie Funds Management 5.02% Becoming
Estia Health EHE $384.1M Vinva Asset Management 5.04% Becoming
Kalium Lakes KLL $112.3M Greenstone Management 20.38% Increasing
FYI Resoruces FYI $10.6M Regal Funds Management 11.46% Increasing
Evolve Education EVO $133.1M Wilson Asset Management 5.15% Becoming
Hawthorn Resources HAW $46.7M Christopher Corrigan 16.80% Becoming
Cellmid CDY $13.9M Dennis Eck 9.98% Increasing
Viva Leisure VVA $168.4M Bennelong Australian Equity Partners 17.13% Increasing
Kip Mcgrath education centres KME $51.6M Pie Funds Management 19.63% Increasing
XCD Energy XCD $7.7M 88 Energy 63.38% Increasing
Flamingo AI FGO $1.1M Golden Triangle Capital - Zane Lewis 6.03% Becoming
MG Unit Trust MGC $95.4M Harvest Lane Asset Management 5.15% Becoming
TerraCom TER $122.6M CGS-CIMB Securities 5.09% Becoming
Adairs ADH $390.6M Wilson Asset Management 5.96% Becoming
Jayride JAY $15.8M Thorney Technologies 9.42% Increasing
McPhersons MCP $316.4M Lennox Capital Partners 6.06% Increasing
Panterra Gold PGI $8.2M Erle Edwinson 9.45% Increasing
Cardno CDD $100.6M Viburnum Funds 5.02% Becoming
Lotus Resources LOT $40.7M Arnott Capital 6.94% Becoming
SRG SRG $98.1M Wentworth Williamson 5.09% Becoming
Consolidated Zinc CZL $7.5M Copulos Group 30.01% Increasing
Citadel Group CGL $274.7M Wilson Asset Management 7.13% Increasing
Hazer Group HZR $52.5M Mineral Resources 8.01% Increasing
Cardinal Resources CDV $300.0M MM Asset Management 11.14% Increasing
DataDot Technology DDT $5.0M Bradley Kellas 17.05% Increasing
OneVue Holdings OVH $101.8M Thorney Opportunities 16.41% Increasing
Constellation Technologies CT1 $47.1M Raymond Malone 11.61% Becoming
Black Cat Syndicate BC8 $66.9M Paul Chapman 8.66% Increasing
Simble Solutions SIS $3.0M Daniel Tillett 5.95% Becoming
Mach7 Technologies M7T $200.0M Australian Ethical Investment 5.45% Becoming
Emeco Holdings EHL $409.1M Perennial Value Management 5.01% Becoming
Estia Health EHE $428.5M United Super 7.38% Increasing
Hotcopper Holdings HOT $30.2M SG Hiscock 8.34% Increasing
Energy One EOL $91.5M Topline Capital Partners 6.95% Increasing
The Reject Shop TRS $290.1M Bennelong Australian Equity Partners 10.64% Increasing
BSA BSA $125.3M Naos Asset Management 25.59% Increasing
Damstra Holdings DTC $149.3M Regal Funds Management 8.66% Increasing
BSA BSA $125.3M Lanyon Asset Management 21.82% Increasing
Lodestar Minerals LSR $6.8M Vango Mining 8.79% Becoming
Flamingo AI FGO $1.1M Walani 5.68% Becoming
3P Learning 3PL $119.3M Australian Ethical Investment 15.19% Increasing
Bigtincan BTH $263.6M Regal Funds Management 12.56% Increasing
Viva Leisure VVA $167.8M Wilson Asset Management 5.25% Becoming
DataDot Technology DDT $5.0M Appwam - Peter Elphick 11.90% Increasing
Manas Resources MSR $13.2M Phillip Reese 7.38% Increasing
Story-I SRY $4.4M Harry Vui Khuin Lee 17.10% Increasing
Decmil Group DCG $72.1M Franco Family 7.38% Increasing
Redhill Education RDH $22.0M Pendal Group 10.69% Increasing
Estia Health ESH $8.2M Perpetual 14.70% Increasing
Oventus Medical OVN $45.9M Thorney Opportunities 13.91% Increasing
PolarX PXX $18.6M Golden Hill Investments 6.13% Increasing
Tempus Resources TMR $19.2M Rodrigo Arturo Izurieta 6.09% Increasing
MetalsX MLX $73.5M Old Peak roup 8.43% Increasing
American Pacific Borate ABR $152.1M Mayfield Ventures 14.01% Increasing
Redhill Education RDH $23.7M Perpetual 14.73% Increasing
Alto Metals AME $20.0M Harvest Lane Asset Management 13.01% Increasing
Chase Mining CML $9.6M Leon Pretorius 5.77% Increasing
Vysarn VYS $15.2M Peter Hutchinson 14.47% Increasing
Gentrack GTK $130.7M Australian Ethical Investment 8.69% Increasing
Centaurus Metals CTM $115.1M Twynam Investments 5.03% Becoming
Story-I SRY $4.4M Harry Vui Khiun Lee 18.40% Increasing
Ellex Medical Lasers ELX $97.7M Australian Ethical Investment 12.21% Increasing
Adveritas AV1 $22.1M Regal Funds Management 9.54% Increasing
Seafarms Group SFG $109.5M Gabor Holdings - Ian Traher 27.90% Increasing
Beston Global Food Company BFC $50.1M Allianz 9.17% Increasing
Love Group LVE $2.4M Michael Ye 22.20% Increasing
Simonds Group SIO $43.2M Vallence Gary Simonds 43.09% Increasing

 

In recent days a popular industry among fund managers and notable investors has been the education space.

Geoff Wilson-headed Wilson Asset Management accumulated a 5.15 per cent stake in Evolve Education (ASX:EVO), which is dual listed on the New Zealand Exchange. Wilson entities spent just over $3m to take itself over the substantial holder threshold.

Another trade with a Kiwi flavour was Auckland’s Pie Funds Management taking its stake in Australian childcare operator Kip McGrath (ASX:KME) to nearly 20 per cent after spending nearly $6m.

Australian Ethical Investment topped up its stake in Mathletics & Spellodrome operator 3P Learning (ASX:3PL) to over 15 per cent.

Meanwhile, Pendal and Perpetual took their stake in educational program operator RedHill Education (ASX:RDH) to just under 25 per cent collectively.

Race Oncology’s (ASX:RAC) chief scientific officer Daniel Tillett sent his company higher last year with his first buy into the stock and later on taking his current position.

Now he’s become a substantial holder of another stock: software-as-a-service (SaaS) and Internet of Things (IoT) play Simble Solutions (ASX:SIS). He now holds a 5.95 per cent stake after dropping a further $96,425 on the stock.

Other notable trades included Wilson increasing its stake in fitness centre operator Viva Leisure (ASX:VVA) to 5.25 per cent, and Alex Waislitz’s Thorney Technologies topping up its stakes in airport shuttle booking servie Jayride (ASX:JAY) and sleep apnoea fighter Oventus Medical (ASX:OVN).

 

The fund managers selling

Company Code Market Cap Holder Current Stake Status
Integral Diagnostics IDX $807.9M Perennial Value Management 6.17% Decreasing
Cirralto CRO $5.8M Goldfire Enterprises 1.86% Ceasing
Droneshield DRO $29.0M Regal Funds Management 8% Decreasing
XRef XF1 $31.2M AustralianSuper 4.95% Ceasing
Lindian Resources LIN $7.0M Ven Capital 4.95% Ceasing
Phoslock Environmental Technologies PET $221.9M Regal Funds Management 4.94% Ceasing
Thomson Resources TMZ $3.0M Minotaur Resources Investing 11.10% Decreasing
ScandiVanadium SVD $9.7M Croseus Mining - Steinepreis family 3.83% Ceasing
CML Group CGR $53.3M First Samuel 17.06% Decreasing
Immuron IMC $53.4M Peter Anastasiou 7.15% Decreasing
Tyranna Resources TYX $4.5M Central Iron Ore 5.24% Decreasing
Gage Roads Brewing GRB $75.3M Spheria Asset Management 4.87% Ceasing
Noxopharm NOX $39.4M Eleanore Goodridge 6.37% Decreasing
Citadel Group CGL $266.0M Perennial Value Management 6.24% Decreasing
Redbubble RBL $405.0M Perennial Value Management 7.27% Decreasing
Damstra Holdings DTC $154.8M Perennial Value Management 6.00% Decreasing
Swick Mining Services SWK $39.5M Vanshap Capital 2.92% Ceasing
Westgold Resources WGX $853.1M Fidelity 7.09% Decreasing
Eclipx Group ECX $431.5M Health Employees Superannuation Trust 5% Ceasing
Citadel Group CGL $266.0M Perennial Value Management 6.97% Decreasing
Carnaby Resources CNB $9.6M Diatreme Resources 5.75% Decreasing
Oneview Healthcare ONE $7.6M Perennial Value Management 5.37% Decreasing
Accent Group AX1 $797.0M Vinva Investment Management 4.98% Ceasing
Focus Minerals FML $43.9M Neil S Subin 11.89% Decreasing
Strategic Energy Resources SER $5.9M Graeme Kirke 10.11% Decreasing
RedHill Education RDH $27.4M Microequities Asset Management 3.93% Ceasing
Estia Health EHE $398.4M Vinva Investment Management 4.99% Ceasing
Archtis AR9 $16.1M Merchant Funds Management 12.13% Decreasing
Impact Minerals IPT $20.3M Wyloo Metals 10.80% Decreasing
Novonix NVX $244.6M Regal Funds Management 4.15% Ceasing
Golden Rim Resources GMR $16.0M Capital Di 12.16% Decreasing
Kip McGrath Education Centre KME $53.1M Kip McGrath 22.88% Decreasing
Healius HLS $1.9B Maple-Brown Abbott 5.03% Ceasing
Readcloud RCL $27.5M Amity Agency 12.66% Decreasing
Deep Yellow DYL $50.2M Sprott 10.50% Decreasing
Webcentral WCG $8.4M Investors Mutual 5.81% Decreasing
McPhersons MCP $297.1M Investors Mutual 5.55% Decreasing

 

Despite the recent excitement about the uranium sector, Eric Sprott’s investment group cut its stake in Namibia-focused Deep Yellow (ASX:DYL) to 10.5 per cent.

Regal Funds Management sold shares in water treatment stock Phoslock (ASX:PET) as well as drone control software play Droneshield (ASX:DRO).

Investors Mutual did the same with besieged internet domain company Webcentral Group (ASX:WCG) and wellness stock McPhersons (ASX:MCP).