S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: Wall Street inches lower as retailers post holiday numbers
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities
S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: Wall Street inches lower as retailers post holiday numbers
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities
S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: Wall Street inches lower as retailers post holiday numbers
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities
S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: Wall Street inches lower as retailers post holiday numbers
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities

Hardman Johnston Global Advisors LLC Top Holdings and 13F Report (2024)

About Hardman Johnston Global Advisors LLC

Investment Activity

  • Hardman Johnston Global Advisors LLC has $3.11 billion in total holdings as of December 31, 2023.
  • Hardman Johnston Global Advisors LLC owns shares of 74 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 7.66% of the portfolio was purchased this quarter.
  • About 10.59% of the portfolio was sold this quarter.
  • This quarter, Hardman Johnston Global Advisors LLC has purchased 75 new stocks and bought additional shares in 17 stocks.
  • Hardman Johnston Global Advisors LLC sold shares of 44 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

MercadoLibre
$306,157,994
TechnipFMC
$230,991,823
Aptiv
$154,632,330
Alkermes
$151,911,314
Atlassian
$148,532,153

Largest New Holdings this Quarter

Vanguard S&P 500 ETF
$8,625,053 Holding
iShares MSCI EAFE ETF
$1,437,301 Holding
Eli Lilly and Company
$330,516 Holding

Largest Purchases this Quarter

HDFC Bank
1,814,263 shares (about $121.76M)
Aptiv
492,500 shares (about $44.19M)
ASML
21,435 shares (about $16.22M)
Taiwan Semiconductor Manufacturing
118,513 shares (about $12.33M)
Schlumberger
209,720 shares (about $10.91M)

Largest Sales this Quarter

Alibaba Group
1,910,559 shares (about $148.09M)
Atlassian
243,683 shares (about $57.96M)
TechnipFMC
2,039,870 shares (about $41.08M)
MercadoLibre
8,269 shares (about $13.00M)
Coty
778,060 shares (about $9.66M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHardman Johnston Global Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$306,157,994$12,995,064 -4.1%194,8149.8%Retail/Wholesale
TechnipFMC plc stock logo
FTI
TechnipFMC
$230,991,823$41,082,982 -15.1%11,469,3067.4%Oils/Energy
Aptiv PLC stock logo
APTV
Aptiv
$154,632,330$44,187,100 40.0%1,723,4995.0%Business Services
Alkermes plc stock logo
ALKS
Alkermes
$151,911,314$3,656,382 -2.4%5,476,2554.9%Medical
Atlassian Co. stock logo
TEAM
Atlassian
$148,532,153$57,962,438 -28.1%624,4524.8%Computer and Technology
HDFC Bank Limited stock logo
HDB
HDFC Bank
$136,378,929$121,755,190 832.6%2,032,1704.4%Financial Services
ICICI Bank Limited stock logo
IBN
ICICI Bank
$127,180,869$4,854,182 -3.7%5,334,7684.1%Finance
Melco Resorts & Entertainment Limited stock logo
MLCO
Melco Resorts & Entertainment
$105,810,789$4,379,997 -4.0%11,929,0633.4%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$98,383,377$659,633 -0.7%198,6663.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$93,706,912$3,552,074 -3.7%249,1943.0%Computer and Technology
ASML Holding stock logo
ASML
ASML
$93,699,127$16,224,580 20.9%123,7903.0%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$87,442,698$266,326 0.3%1,820,5852.8%Computer and Technology
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$86,021,846$1,820,218 -2.1%1,589,4652.8%Construction
Mastercard Incorporated stock logo
MA
Mastercard
$79,808,125$1,240,718 1.6%187,1192.6%Business Services
Universal Display Co. stock logo
OLED
Universal Display
$73,248,181$4,879,425 -6.2%382,9772.4%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$72,272,700$874,848 -1.2%312,3552.3%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$70,376,101$1,172,657 -1.6%172,9612.3%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$67,221,203$2,130,831 3.3%481,2172.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$52,409,562$2,894,006 5.8%99,5491.7%Medical
Apple Inc. stock logo
AAPL
Apple
$50,973,280$295,534 -0.6%264,7551.6%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$50,968,135$657,453 -1.3%85,4311.6%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$47,700,120$12,325,352 34.8%458,6551.5%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$45,248,278$999,454 -2.2%238,8151.5%Finance
AstraZeneca PLC stock logo
AZN
AstraZeneca
$42,091,797$1,929,982 -4.4%624,9711.4%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$41,990,898$676,133 1.6%276,3651.3%Retail/Wholesale
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$39,674,460$611,659 -1.5%247,4551.3%Computer and Technology
Boston Scientific Co. stock logo
BSX
Boston Scientific
$39,018,281$1,434,266 3.8%674,9401.3%Medical
Corteva, Inc. stock logo
CTVA
Corteva
$32,375,758$4,515,262 -12.2%675,6211.0%Consumer Staples
Comcast Co. stock logo
CMCSA
Comcast
$31,924,773$133,392 -0.4%728,0451.0%Consumer Discretionary
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$31,610,069$69,891 -0.2%135,6831.0%Business Services
Coty Inc. stock logo
COTY
Coty
$28,156,264$9,663,505 -25.6%2,267,0100.9%Consumer Staples
Wolfspeed, Inc. stock logo
WOLF
Wolfspeed
$26,699,824$877,379 -3.2%613,6480.9%Computer and Technology
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$25,007,789$263,444 -1.0%327,9710.8%Medical
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$24,301,933$4,894,696 25.2%109,0800.8%Aerospace
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$23,707,103$380,375 -1.6%97,2280.8%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$22,507,394$110,031 -0.5%143,5970.7%Medical
DENTSPLY SIRONA Inc. stock logo
XRAY
DENTSPLY SIRONA
$22,165,381$1,869,863 -7.8%622,7980.7%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$22,097,745$10,913,829 97.6%424,6300.7%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$21,078,900$321,320 1.5%149,5700.7%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$18,556,754$182,472 -1.0%225,2580.6%Medical
Albemarle Co. stock logo
ALB
Albemarle
$18,315,152$39,876 -0.2%126,7660.6%Basic Materials
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$16,445,395$151,379 -0.9%170,5600.5%Medical
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$16,114,200$946,273 6.2%164,2630.5%Industrial Products
Genmab A/S stock logo
GMAB
Genmab A/S
$15,367,799$3,491,606 -18.5%482,6570.5%Medical
FMC Co. stock logo
FMC
FMC
$14,787,243$33,480 -0.2%234,5320.5%Basic Materials
Advanced Energy Industries, Inc. stock logo
AEIS
Advanced Energy Industries
$14,595,280$64,807 -0.4%134,0000.5%Computer and Technology
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$12,730,106$130,970 -1.0%117,6100.4%Aerospace
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$11,022,184$6,861,839 164.9%106,5460.4%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$10,727,990$8,488 -0.1%22,7500.3%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,625,053$8,625,053 New Holding19,7460.3%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$8,529,235$872,329 -9.3%138,8900.3%Computer and Technology
Illumina, Inc. stock logo
ILMN
Illumina
$8,093,464$876,516 -9.8%58,1260.3%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$5,740,189$24,295 -0.4%217,8440.2%Oils/Energy
The Boeing Company stock logo
BA
Boeing
$5,132,395$840,628 19.6%19,6900.2%Aerospace
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,907,141$2,201 0.0%44,5820.2%Medical
Prologis, Inc. stock logo
PLD
Prologis
$3,785,987$35,325 -0.9%28,4020.1%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,447,2180.0%16,7000.1%Consumer Staples
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$2,315,3010.0%38,3900.1%Business Services
M&T Bank Co. stock logo
MTB
M&T Bank
$1,457,1600.0%10,6300.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,437,301$1,437,301 New Holding19,0750.0%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,390,0050.0%12,7500.0%Medical
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$1,154,3040.0%12,8000.0%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$888,2130.0%12,6490.0%Oils/Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$888,1220.0%8,8830.0%Oils/Energy
Chevron Co. stock logo
CVX
Chevron
$805,464$14,916 -1.8%5,4000.0%Oils/Energy
The Hershey Company stock logo
HSY
Hershey
$540,6760.0%2,9000.0%Consumer Staples
PagSeguro Digital Ltd. stock logo
PAGS
PagSeguro Digital
$446,551$16,585 -3.6%35,8100.0%Business Services
Cameco Co. stock logo
CCJ
Cameco
$356,006$92,234 35.0%8,2600.0%Basic Materials
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$355,771$148,087,470 -99.8%4,5900.0%Retail/Wholesale
Trip.com Group Limited stock logo
TCOM
Trip.com Group
$350,377$12,964 -3.6%9,7300.0%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$330,516$330,516 New Holding5670.0%Medical
Shell plc stock logo
SHEL
Shell
$329,000$52,640 -13.8%5,0000.0%Oils/Energy
Diageo plc stock logo
DEO
Diageo
$320,4520.0%2,2000.0%Consumer Staples
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$222,256$222,256 New Holding4,6400.0%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$0$9,732,920 -100.0%00.0%ETF
RTX Co. stock logo
RTX
RTX
$0$2,932,778 -100.0%00.0%Aerospace
Koninklijke Philips stock logo
PHG
Koninklijke Philips
$0$2,435,930 -100.0%00.0%Medical
Highwoods Properties, Inc. stock logo
HIW
Highwoods Properties
$0$241,137 -100.0%00.0%Finance
Blackstone Mortgage Trust, Inc. stock logo
BXMT
Blackstone Mortgage Trust
$0$206,625 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: