Rotork takeover filings show Dimensional 1.70% stake and Jupiter 2.14% holding
Rule 8.3 disclosures for 16 July 2026 show Dimensional reporting 13.9 million Rotork shares with no dealings, while Jupiter disclosed 17.45 million shares, cash-settled derivatives and a share sale.
Separate Rule 8.3 filings under the UK Takeover Code disclosed positions in Rotork plc as of 16 July 2026 by Dimensional Fund Advisors Ltd and Jupiter Fund Management Plc. Dimensional reported interests in 13,909,604 Rotork ordinary shares, equal to 1.70%, with no dealings, derivatives, subscription rights or related arrangements disclosed, while noting it disclaimed beneficial ownership and lacked voting discretion over 125,823 shares. Jupiter reported 17,450,409 ordinary shares, equal to 2.14%, plus cash-settled derivatives over 1,067,184 shares, or 0.13%, and disclosed a sale of 775,478 shares at 4.83 on 16 July 2026. Neither filing reported stock-settled derivatives, option arrangements or a Supplemental Form 8.
- Rule 8.3 of the Takeover Code: A UK takeover disclosure requirement for persons with interests in relevant securities representing 1% or more.
- cash-settled derivatives: Derivative contracts whose gains or losses are settled in cash rather than through delivery of shares.
- Supplemental Form 8: An additional disclosure form used under the UK Takeover Code to provide details of open derivative or option positions when required.