Trading Places: Here are this week's substantial holder movements

Trading Places is Stockhead’s weekly recap of substantial holder transactions among ASX small caps.

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.

Buyers

As we reported on Monday, Tim Goyder put another $520,000 into one of his mining companies – DevEx Resources (ASX:DEV). You’d probably know him better for Liontown Resources (ASX:LTR) and Strike Energy (ASX:STX).

DevEx is a New South Wales-focused gold and copper explorer drilling in the same neighbourhood as New York-listed miner Newmont (NYSE:NEM). Goyder now owns 21.7 per cent of DevEx.

Retail tech play Onemarket (ASX:OMN), which was spun out of Westfield, told shareholders it was seeking to delist. But that did not stop Sydney-based investment trust Nordlys Investments buying a 7.3 per cent stake in the company.

Alex Waislitz’ Thorney Technologies bought stocks in Prime Media Group (ASX:PRT) and Jayride Group (ASX:JAY).

Money manager Viburnum Funds topped up its holdings in Ashley Services Group (ASX:ASH) and Integral Diagnostics (ASX:IDX).

AustralianSuper did likewise with Orecorp (ASX:ORR) and Paringa Resources (ASX:PNL).

The company once known as a battery explorer called Hylea Metals is now a uranium explorer called Lotus Metals (ASX:LOT). News that it was forking out $10m on a Malawi mine sent it surging in June.

Existing shareholder Copia Investment Partners bought more of the stock and now owns 6.99 per cent.

Company	Code	Market Cap	Holder	Stake	Status
Eclipx Group	ECX	$530.6M	Yarra Funds Management	11.35%	Increasing
Damstra Holdings	DTC	$147.1M	PErennial Value Management	5.16%	Becoming
AusQuest	AQD	$9.5M	Chrysalis Investments	23.05%	Increasing
Yellow Brick Road	YBR	$21.8M	Magnetar Financial	12.33%	Becoming
Devex Resources	DEV	$15.8M	Timothy Goyder	21.71%	Increasing
Altech Chemicals	ATC	$85.3M	Melewar Equities	9.12%	Increasing
Onemarket	OMN	$96.7M	Nordlys Investments	7.30%	Becoming
Orecorp	ORR	$104.2M	AustralianSuper	9.99%	Increasing
Paringa Resources	PNL	$28.6M	AustralianSuper	14.77%	Increasing
Western Areas	WSA	$776.9M	Vinva Investment Management	5.00%	Becoming
Jayride Group	JAY	$27.1M	Thorney Technologies	5.26%	Becoming
Exore Resources	ERX	$39.7M	Bank of Nova Scotia	9.01%	Increasing
Cellmid	CDY	$23.2M	Dennis Eck	8.47%	Increasing
Ashley Services Group	ASH	$55.4M	Viburnum Funds	8.41%	Increasing
Jayride Group	JAY	$17.7M	Yifat Shibren	12.34%	Increasing
Jayride Group	JAY	$17.7M	Andrey Shirben	12.34%	Increasing
Lotus Resources	LOT	$16.3M	Copia Investment Partners	6.99%	Increasing
GTN	GTN	$167.8M	Spheria Asset Management	5.33%	Becoming
Vortiv	VOR	$21.7M	Ilewa/Quentin Flannery	8.15%	Increasing
Prime Media Group	PRT	$73.3M	Thorney Technologies	13.89%	Increasing
Thomson Resources	TMZ	$3.9M	Bacchus Resources	13.27%	Becoming
Thomson Resources	TMZ	$3.9M	Australian Mineral & Waterwell Drilling	13.30%	Increasing
Lindian Resources	LIN	$10.7M	KAbunga Family	14.27%	Increasing
Altura Mining	AJM	$146.2M	Alan Buckler	14.52%	Increasing
CardieX	CDX	$20.8M	C2Ventures	22.17%	Increasing
Raiden Resources	RDN	$3.0M	Faldi Ismail	5.45%	Becoming
Orion Minerals	ORN	$72.3M	United Super	5.61%	Becoming
Integral Diagnostics	IDX	$663.4M	Viburnum Funds	9.68%	Increasing
Australian Finance Group	AFG	$538.9M	Milford Asset Management	5.86%	Becoming
Calidus Resources	CAI	$49.4M	Eleanor Jean Reeves	7.36%	Becoming
Auris Minerals	AUR	$5.7M	Goldfire Enterprises	8.84%	Increasing
Eureka Group Holdings	EGH	$78.2M	Naos Asset Management	14.94%	Increasing
STEMify	SF1	$4.1M	Parry Capital Management	9.22%	Increasing
Diatreme Resources	DRX	$18.3M	Illewa	13.66%	Becoming
Pylogica	PYC	$173.6M	David Sietsma	9.97%	Increasing
Retail Food Group	RFG	$16.1M	Invesco	19.90%	Increasing

Sellers

Regal Funds Management cut its stake in know-your-customer fintech Kyckr (ASX:KYK) to 4.74 per cent.

Spheria Asset Management reduced its holdings in City Chic Collective (ASX:CCX), a plus size retailer which rose from 11c to $2.76 yesterday.

Spheria still holds 8.72 per cent but in the last few months has sold a parcel of shares worth $5m now which would have been worth only $200,000 just two years ago.

Another stock that has gone viral is burn treating stock Avita Medical (ASX:AVH). Hong Kong-based investor Karst Peak Capital cut its stake to 7.06 per cent. It sold a package worth over $4m that at the start of the year was worth little over $500,000.

Company	Code	Market Cap	Holder	Current Stake	Status
Acrow Formwork and Construction	ACF	$56.6M	Perennial Value Management	13.84%	Decreasing
Atomos	AMS	$309.3M	Perennial Value Management	7.88%	Decreasing
Enero Group	EGG	$157.1M	Forager Funds Management	7.49%	Decreasing
Eureka Group Holdings	EGH	$78.2M	Salt Funds Management	6.13%	Decreasing
BluGlass	BLG	$52.4M	SPP Technologies	10.26%	Decreasing
Kyckr	KYK	$25.2M	Regal Funds Management	4.74%	Ceasing
Avita Medical	AVH	$1.2B	Karst Peak Capital	7.06%	Decreasing
OptiComm	OPC	$405.9M	Paul Cross	8.92%	Decreasing
City Chic Collective	CCX	$557.4M	Spheria Asset Management	8.72%	Decreasing
FBR	FBR	$89.6M	Fidelity	7.99%	Decreasing