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View AllLatest Hardman Johnston Global Advisors LLC Stock Portfolio
$3.11Billion
Equity Portfolio Value
Last Reported on: 29 Jan, 2024
About Hardman Johnston Global Advisors LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hardman Johnston Global Advisors LLC reported an equity portfolio of $3.1 Billions as of 31 Dec, 2023.
The top stock holdings of Hardman Johnston Global Advisors LLC are MELI, FTI, APTV. The fund has invested 9.8% of it's portfolio in MERCADOLIBRE INC and 7.4% of portfolio in TECHNIPFMC PLC.
The fund managers got completely rid off SPDR SER TR (BIL), RTX CORPORATION (RTX) and KONINKLIJKE PHILIPS N V (PHG) stocks. They significantly reduced their stock positions in ALIBABA GROUP HLDG LTD (BABA), ATLASSIAN CORPORATION (TEAM) and COTY INC (COTY). Hardman Johnston Global Advisors LLC opened new stock positions in VANGUARD INDEX FDS (VOO), ISHARES TR (AGG) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to HDFC BANK LTD (HDB), NOVO-NORDISK A S (NVO) and SCHLUMBERGER LTD (SLB).
The top stock holdings of Hardman Johnston Global Advisors LLC are MELI, FTI, APTV. The fund has invested 9.8% of it's portfolio in MERCADOLIBRE INC and 7.4% of portfolio in TECHNIPFMC PLC.
The fund managers got completely rid off SPDR SER TR (BIL), RTX CORPORATION (RTX) and KONINKLIJKE PHILIPS N V (PHG) stocks. They significantly reduced their stock positions in ALIBABA GROUP HLDG LTD (BABA), ATLASSIAN CORPORATION (TEAM) and COTY INC (COTY). Hardman Johnston Global Advisors LLC opened new stock positions in VANGUARD INDEX FDS (VOO), ISHARES TR (AGG) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to HDFC BANK LTD (HDB), NOVO-NORDISK A S (NVO) and SCHLUMBERGER LTD (SLB).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD INDEX FDS | 8,625,050 |
| ISHARES TR | 1,437,300 |
| ELI LILLY & CO | 330,516 |
| VANGUARD TAX-MANAGED FDS | 222,256 |
New stocks bought by Hardman Johnston Global Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| HDFC BANK LTD | 832 |
| NOVO-NORDISK A S | 164 |
| SCHLUMBERGER LTD | 97.59 |
| APTIV PLC | 40.01 |
| CAMECO CORP | 34.97 |
| TAIWAN SEMICONDUCTOR MFG LTD | 34.84 |
| CURTISS WRIGHT CORP | 25.22 |
| ASML HOLDING N V | 20.94 |
Additions to existing portfolio by Hardman Johnston Global Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ALIBABA GROUP HLDG LTD | -99.76 |
| ATLASSIAN CORPORATION | -28.07 |
| COTY INC | -25.55 |
| GENMAB A/S | -18.51 |
| TECHNIPFMC PLC | -15.1 |
| SHELL PLC | -13.79 |
| CORTEVA INC | -12.24 |
| ILLUMINA INC | -9.77 |
Hardman Johnston Global Advisors LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| KONINKLIJKE PHILIPS N V | -2,435,930 |
| SPDR SER TR | -9,732,920 |
| RTX CORPORATION | -2,932,780 |
| HIGHWOODS PPTYS INC | -241,137 |
| BLACKSTONE MTG TR INC | -206,625 |
Hardman Johnston Global Advisors LLC got rid off the above stocks
Current Stock Holdings of Hardman Johnston Global Advisors LLC
Last Reported on: 29 Jan, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.64 | 264,755 | 50,973,300 | REDUCED | -0.58 | |
| ABT | ABBOTT LABS | 0.16 | 44,582 | 4,907,140 | REDUCED | -0.04 | |
| ADBE | ADOBE INC | 1.64 | 85,431 | 50,968,100 | REDUCED | -1.27 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 1.01 | 135,683 | 31,610,100 | REDUCED | -0.22 | |
| AEIS | ADVANCED ENERGY INDS | 0.47 | 134,000 | 14,595,300 | REDUCED | -0.44 | |
| AGG | ISHARES TR | 0.05 | 19,075 | 1,437,300 | NEW | ||
| ALB | ALBEMARLE CORP | 0.59 | 126,766 | 18,315,200 | REDUCED | -0.22 | |
| ALKS | ALKERMES PLC | 4.88 | 5,476,260 | 151,911,000 | REDUCED | -2.35 | |
| AMZN | AMAZON COM INC | 1.35 | 276,365 | 41,990,900 | ADDED | 1.64 | |
| APTV | APTIV PLC | 4.96 | 1,723,500 | 154,632,000 | ADDED | 40.01 | |
| ASML | ASML HOLDING N V | 3.01 | 123,790 | 93,699,100 | ADDED | 20.94 | |
| AZN | ASTRAZENECA PLC | 1.35 | 624,971 | 42,091,800 | REDUCED | -4.38 | |
| BA | BOEING CO | 0.16 | 19,690 | 5,132,400 | ADDED | 19.59 | |
| BABA | ALIBABA GROUP HLDG LTD | 0.01 | 4,590 | 355,771 | REDUCED | -99.76 | |
| BDX | BECTON DICKINSON & CO | 0.76 | 97,228 | 23,707,100 | REDUCED | -1.58 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 0.53 | 170,560 | 16,445,400 | REDUCED | -0.91 | |
| BSX | BOSTON SCIENTIFIC CORP | 1.25 | 674,940 | 39,018,300 | ADDED | 3.82 | |
| BXMT | BLACKSTONE MTG TR INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CCJ | CAMECO CORP | 0.01 | 8,260 | 356,006 | ADDED | 34.97 | |
| CCV | COMCAST CORP NEW | 1.02 | 728,045 | 31,924,800 | REDUCED | -0.42 | |
| COTY | COTY INC | 0.90 | 2,267,010 | 28,156,300 | REDUCED | -25.55 | |
| CTVA | CORTEVA INC | 1.04 | 675,621 | 32,375,800 | REDUCED | -12.24 | |
| CVX | CHEVRON CORP NEW | 0.03 | 5,400 | 805,464 | REDUCED | -1.82 | |
| CW | CURTISS WRIGHT CORP | 0.78 | 109,080 | 24,301,900 | ADDED | 25.22 | |
| DEO | DIAGEO PLC | 0.01 | 2,200 | 320,452 | UNCHANGED | 0.00 | |
| ELV | ELEVANCE HEALTH INC | 0.34 | 22,750 | 10,728,000 | REDUCED | -0.08 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.18 | 217,844 | 5,740,190 | REDUCED | -0.42 | |
| EW | EDWARDS LIFESCIENCES CORP | 0.80 | 327,971 | 25,007,800 | REDUCED | -1.04 | |
| FMC | FMC CORP | 0.48 | 234,532 | 14,787,200 | REDUCED | -0.23 | |
| FTI | TECHNIPFMC PLC | 7.42 | 11,469,300 | 230,992,000 | REDUCED | -15.1 | |
| GMAB | GENMAB A/S | 0.49 | 482,657 | 15,367,800 | REDUCED | -18.51 | |
| GOOG | ALPHABET INC | 2.16 | 481,217 | 67,221,200 | ADDED | 3.27 | |
| GOOG | ALPHABET INC | 0.68 | 149,570 | 21,078,900 | ADDED | 1.55 | |
| HDB | HDFC BANK LTD | 4.38 | 2,032,170 | 136,379,000 | ADDED | 832 | |
| HIW | HIGHWOODS PPTYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HSY | HERSHEY CO | 0.02 | 2,900 | 540,676 | UNCHANGED | 0.00 | |
| HWM | HOWMET AEROSPACE INC | 2.76 | 1,589,460 | 86,021,800 | REDUCED | -2.07 | |
| IBN | ICICI BANK LIMITED | 4.08 | 5,334,770 | 127,181,000 | REDUCED | -3.68 | |
| ILMN | ILLUMINA INC | 0.26 | 58,126 | 8,093,460 | REDUCED | -9.77 | |
| IQV | IQVIA HLDGS INC | 2.32 | 312,355 | 72,272,700 | REDUCED | -1.2 | |
| JNJ | JOHNSON & JOHNSON | 0.72 | 143,597 | 22,507,400 | REDUCED | -0.49 | |
| LDOS | LEIDOS HOLDINGS INC | 0.41 | 117,610 | 12,730,100 | REDUCED | -1.02 | |
| LLY | ELI LILLY & CO | 0.01 | 567 | 330,516 | NEW | ||
| MA | MASTERCARD INCORPORATED | 2.56 | 187,119 | 79,808,100 | ADDED | 1.58 | |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.04 | 12,800 | 1,154,300 | UNCHANGED | 0.00 | |
| MDT | MEDTRONIC PLC | 0.60 | 225,258 | 18,556,800 | REDUCED | -0.97 | |
| MELI | MERCADOLIBRE INC | 9.83 | 194,814 | 306,158,000 | REDUCED | -4.07 | |
| MLCO | MELCO RESORTS AND ENTMNT LTD | 3.40 | 11,929,100 | 105,811,000 | REDUCED | -3.97 | |
| MMC | MARSH & MCLENNAN COS INC | 1.45 | 238,815 | 45,248,300 | REDUCED | -2.16 | |
| MRK | MERCK & CO INC | 0.04 | 12,750 | 1,390,000 | UNCHANGED | 0.00 | |
| MRVL | MARVELL TECHNOLOGY INC | 0.07 | 38,390 | 2,315,300 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 3.01 | 249,194 | 93,706,900 | REDUCED | -3.65 | |
| MTB | M & T BK CORP | 0.05 | 10,630 | 1,457,160 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 3.16 | 198,666 | 98,383,400 | REDUCED | -0.67 | |
| NVO | NOVO-NORDISK A S | 0.35 | 106,546 | 11,022,200 | ADDED | 164 | |
| OKE | ONEOK INC NEW | 0.03 | 12,649 | 888,213 | UNCHANGED | 0.00 | |
| OLED | UNIVERSAL DISPLAY CORP | 2.35 | 382,977 | 73,248,200 | REDUCED | -6.25 | |
| PAGS | PAGSEGURO DIGITAL LTD | 0.01 | 35,810 | 446,551 | REDUCED | -3.58 | |
| PG | PROCTER AND GAMBLE CO | 0.08 | 16,700 | 2,447,220 | UNCHANGED | 0.00 | |
| PHG | KONINKLIJKE PHILIPS N V | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PLD | PROLOGIS INC. | 0.12 | 28,402 | 3,785,990 | REDUCED | -0.92 | |
| PYPL | PAYPAL HLDGS INC | 0.27 | 138,890 | 8,529,240 | REDUCED | -9.28 | |
| RTX | RTX CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SHEL | SHELL PLC | 0.01 | 5,000 | 329,000 | REDUCED | -13.79 | |
| SLB | SCHLUMBERGER LTD | 0.71 | 424,630 | 22,097,700 | ADDED | 97.59 | |
| SWK | STANLEY BLACK & DECKER INC | 0.52 | 164,263 | 16,114,200 | ADDED | 6.24 | |
| TCOM | TRIP COM GROUP LTD | 0.01 | 9,730 | 350,377 | REDUCED | -3.57 | |
| TEAM | ATLASSIAN CORPORATION | 4.77 | 624,452 | 148,532,000 | REDUCED | -28.07 | |
| TMUS | T-MOBILE US INC | 1.27 | 247,455 | 39,674,500 | REDUCED | -1.52 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.53 | 458,655 | 47,700,100 | ADDED | 34.84 | |
| UNH | UNITEDHEALTH GROUP INC | 1.68 | 99,549 | 52,409,600 | ADDED | 5.84 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.01 | 4,640 | 222,256 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.28 | 19,746 | 8,625,050 | NEW | ||
| VRT | VERTIV HOLDINGS CO | 2.81 | 1,820,580 | 87,442,700 | ADDED | 0.31 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 2.26 | 172,961 | 70,376,100 | REDUCED | -1.64 | |
| WOLF | WOLFSPEED INC | 0.86 | 613,648 | 26,699,800 | REDUCED | -3.18 | |
| XOM | EXXON MOBIL CORP | 0.03 | 8,883 | 888,122 | UNCHANGED | 0.00 | |
| XRAY | DENTSPLY SIRONA INC | 0.71 | 622,798 | 22,165,400 | REDUCED | -7.78 |