IHS HOLDING LIMITED IHS
ORD SHS · Common Stock · CUSIP G4701H109
- SectorCommunication
- IndustryRadiotelephone Communications
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($654.9k this quarter). Holder counts are more reliable. Shares outstanding: 331.9m as of 2023-12-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.53. Options: 8 managers hold calls ($4.8m notional), 4 hold puts ($600.7k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 58 |
| Q4 2022 | 64 |
| Q1 2023 | 69 |
| Q2 2023 | 77 |
| Q3 2023 | 70 |
| Q4 2023 | 71 |
| Q1 2024 | 53 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 36 | 25 |
| Q1 2023 | 36 | 25 |
| Q2 2023 | 46 | 28 |
| Q3 2023 | 31 | 49 |
| Q4 2023 | 37 | 35 |
| Q1 2024 | 29 | 37 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $138.0k | $39.2k | 0.28 |
| Q3 2023 | $9.9m | $1.6m | 0.16 |
| Q4 2023 | $7.5m | $1.0m | 0.14 |
| Q1 2024 | $4.8m | $600.7k | 0.12 |
Biggest buyers
| SONA ASSET MANAGEMENT (US) LLC | Added | +2.5m |
| Quaker Capital Investments, LLC | Added | +494.8k |
| Aberdeen Group plc | Added | +471.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +221.5k |
| Capital Research Global Investors | Added | +200.0k |
| BARCLAYS PLC | Added | +193.8k |
| Pathstone Holdings, LLC | Added | +183.7k |
| Paloma Partners Management Co | Added | +100.7k |
| Invesco Ltd. | New | +93.0k |
| BlackRock Inc. | Added | +73.9k |
Biggest sellers
| Pentwater Capital Management LP | Sold out | -1.1m |
| FEDERATED HERMES, INC. | Sold out | -487.7k |
| CITADEL ADVISORS LLC | Reduced | -374.0k |
| MARSHALL WACE, LLP | Reduced | -304.3k |
| TCW GROUP INC | Sold out | -264.1k |
| Hudson Bay Capital Management LP | Sold out | -200.0k |
| Segantii Capital Management Ltd | Reduced | -170.3k |
| NOMURA HOLDINGS INC | Reduced | -113.5k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Sold out | -110.0k |
| JPMORGAN CHASE & CO | Sold out | -86.7k |
Biggest calls
| Centiva Capital, LP | Unchanged | $2.2m625.0k shares |
| NOMURA HOLDINGS INC | Unchanged | $1.6m465.1k shares |
| GROUP ONE TRADING LLC | Reduced | $523.1k148.2k shares |
| PRELUDE CAPITAL MANAGEMENT, LLC | Reduced | $275.3k78.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $171.6k48.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.0k2.7k shares |
| CITADEL ADVISORS LLC | Reduced | $706200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $530.2k150.2k shares |
| CITADEL ADVISORS LLC | Reduced | $63.5k18.0k shares |
| SIMPLEX TRADING, LLC | New | $7.0k2.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| UBS Group AG 13G · institution new · filed 2026-08-05 | 5.8% |
| International Finance Corp 13G · exempt (held before listing) new · filed 2026-02-17 | 5.7% |
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| Korea Investment CORP 0.19% of their portfolio | 21.7m $76.5m | Unchanged |
| Capital Research Global Investors 0.01% of their portfolio | 9.7m $34.3m | Added +200.0k |
| SONA ASSET MANAGEMENT (US) LLC 0.91% of their portfolio | 3.0m $10.5m | Added +2.5m |
| Quaker Capital Investments, LLC 3.83% of their portfolio | 2.8m $10.0m | Added +494.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 2.5m $8.8m | Added +221.5k |
| Invus Financial Advisors, LLC 6.62% of their portfolio | 2.4m $8.3m | Unchanged |
| Aberdeen Group plc 0.01% of their portfolio | 916.7k $3.2m | Added +471.8k |
| Duquesne Family Office LLC 0.07% of their portfolio | 770.3k $2.7m | Unchanged |
| Pathstone Holdings, LLC 0.01% of their portfolio | 595.6k $2.1m | Added +183.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 564.7k $2.2m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 458.8k $1.6m | Reduced -4.8k |
| Hollow Brook Wealth Management LLC 0.37% of their portfolio | 285.3k $1.0m | Reduced -26.9k |
| BARCLAYS PLC 0.00% of their portfolio | 259.6k $916.3k | Added +193.8k |
| UBS Group AG 0.00% of their portfolio | 211.1k $745.1k | Added +59.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 205.3k $724.7k | Reduced -5.5k |
| Paloma Partners Management Co 0.09% of their portfolio | 185.5k $654.9k | Added +100.7k |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 148.0k $522.4k | Unchanged |
| Centiva Capital, LP 0.02% of their portfolio | 124.7k $440.2k | Reduced -2.4k |
| MORGAN STANLEY 0.00% of their portfolio | 123.7k $436.8k | Added +32.6k |
| DUMAC, INC. 1.43% of their portfolio | 112.0k $395.4k | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 109.5k $386.5k | Added +73.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 101.2k $357.1k | Reduced -51.6k |
| Invesco Ltd. 0.00% of their portfolio | 93.0k $328.3k | New |
| PINNACLE ASSOCIATES LTD 0.00% of their portfolio | 87.4k $308.5k | Added +29.5k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 85.4k $301.0k | Added +19.9k |
| Sweet Financial Partners, LLC 0.07% of their portfolio | 81.0k $285.9k | Added +11.0k |
| Segantii Capital Management Ltd 0.03% of their portfolio | 74.7k $263.6k | Reduced -170.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 65.1k $229.9k | Reduced -5.3k |
| PDT Partners, LLC 0.02% of their portfolio | 46.7k $164.9k | Unchanged |
| Vident Advisory, LLC 0.00% of their portfolio | 45.5k $160.6k | Added +27.8k |
| XTX Topco Ltd 0.02% of their portfolio | 44.9k $158.6k | Added +20.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 42.9k $151.6k | Added +4.8k |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 33.7k $118.9k | Reduced -113.5k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 23.2k $82.0k | Reduced -304.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 19.4k $68.4k | Reduced -1.0k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 18.6k $65.5k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 17.9k $63.0k | Added +7.0k |
| CITIGROUP INC 0.00% of their portfolio | 16.5k $58.2k | Added +4.4k |
| Belvedere Trading LLC 0.00% of their portfolio | 13.1k $46.1k | Reduced -2.5k |
| Mariner, LLC 0.00% of their portfolio | 11.7k $41.4k | New |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 11.3k $40.0k | Added +10.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 11.0k $38.8k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 10.7k $37.8k | Added +432 |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 10.2k $36.1k | New |
| Orion Portfolio Solutions, LLC 0.00% of their portfolio | 10.2k $36.1k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.6k $27.0k | Added +195 |
| Tyler-Stone Wealth Management 0.01% of their portfolio | 4.2k $14.8k | Reduced -400 |
| Quintet Private Bank (Europe) S.A. 0.00% of their portfolio | 3.8k $15.3k | Added +1.4k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 1.1k $4.1k | Reduced -53.0k |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 405 $1.4k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 331 $1.2k | Added +195 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 179 $632 | Reduced -374.0k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |