Institutions / Hardman Johnston Global Advisors LLC / Activity
Activity — Hardman Johnston Global Advisors LLC
69 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 13321L108 | $360.19M | +3.3M +3911.23% | 3,401,119 17.55% of portfolio | high |
| Q1 2026 as of | Exit | HDB Hdfc Bank Ltd ADR | $-161.82M | -4.4M -100.00% | — | high |
| Q1 2026 as of | New | TechnipFMC plc | $121.78M | +1.8M | 1,761,612 5.79% of portfolio | high |
| Q1 2026 as of | Trim | IBN Icici Bank Ltd ADR | $-65.83M | -2.5M -45.99% | 2,984,885 3.67% of portfolio | high |
| Q1 2026 as of | Exit | 046353108 | $-50.28M | -547K -100.00% | — | high |
| Q1 2026 as of | Trim | N07059210 | $-49.50M | -37K -24.02% | 118,526 7.44% of portfolio | medium |
| Q1 2026 as of | Exit | Bank of America Corp /De | $-30.69M | -558K -100.00% | — | medium |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-19.28M | -57K -18.48% | 251,742 4.04% of portfolio | medium |
| Q1 2026 as of | Trim | Howmet Aerospace Inc. | $-18.33M | -80K -15.92% | 419,965 4.60% of portfolio | medium |
| Q1 2026 as of | New | 78468R663 | $15.40M | +168K | 168,020 0.73% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp | $-12.62M | -34K -21.42% | 125,120 2.20% of portfolio | medium |
| Q1 2026 as of | Trim | Vertiv Holdings Co | $-12.41M | -50K -11.77% | 371,396 4.42% of portfolio | medium |
| Q1 2026 as of | Trim | PayPal Holdings, Inc. | $-11.33M | -251K -87.34% | 36,310 0.08% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. | $-11.27M | -39K -12.49% | 274,454 3.75% of portfolio | medium |
| Q1 2026 as of | Add | Slb LIMITED/NV | $10.52M | +205K +309.59% | 270,913 0.66% of portfolio | medium |
| Q1 2026 as of | Trim | Amazon.com Inc | $-10.06M | -48K -33.99% | 93,833 0.93% of portfolio | medium |
| Q1 2026 as of | Add | Stanley Black & Decker, Inc. | $8.17M | +115K +105.85% | 223,484 0.75% of portfolio | medium |
| Q1 2026 as of | Add | 861012102 | $5.86M | +170K +45.54% | 542,045 0.89% of portfolio | medium |
| Q1 2026 as of | Exit | Atlassian Corporation | $-5.75M | -35K -100.00% | — | medium |
| Q1 2026 as of | Trim | NVIDIA Corp | $-5.50M | -32K -6.03% | 491,240 4.07% of portfolio | medium |
| Q1 2026 as of | Trim | Curtiss Wright Corp | $-4.89M | -7K -8.41% | 78,267 2.53% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. | $4.65M | +15K +138.81% | 25,858 0.38% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. | $-4.56M | -18K -10.45% | 153,836 1.85% of portfolio | low |
| Q1 2026 as of | Trim | Boston Scientific Corp | $-3.91M | -62K -27.27% | 166,024 0.49% of portfolio | low |
| Q1 2026 as of | Trim | Advanced Energy Industries Inc | $-3.50M | -11K -8.90% | 111,130 1.70% of portfolio | low |
| Q1 2026 as of | Add | Albemarle Corp | $3.24M | +18K +17.10% | 123,541 1.05% of portfolio | low |
| Q1 2026 as of | Trim | Schwab Charles Corp | $-2.66M | -28K -8.58% | 301,580 1.35% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc | $-2.48M | -5K -5.02% | 93,812 2.23% of portfolio | low |
| Q1 2026 as of | Trim | Vertex Pharmaceuticals Inc / Ma | $-2.43M | -5K -8.54% | 58,357 1.24% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. | $-2.28M | -8K -24.81% | 24,082 0.33% of portfolio | low |
| Q1 2026 as of | Trim | Edwards Lifesciences Corp | $-2.18M | -27K -8.58% | 289,606 1.10% of portfolio | low |
| Q1 2026 as of | New | Waters Corp | $2.15M | +7K | 7,226 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Automatic Data Processing Inc | $-2.10M | -10K -11.24% | 81,484 0.79% of portfolio | low |
| Q1 2026 as of | New | Eog Resources Inc | $1.96M | +14K | 13,580 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Hexcel Corp /De | $-1.66M | -21K -8.58% | 218,982 0.84% of portfolio | low |
| Q1 2026 as of | Exit | 921943858 | $-1.66M | -27K -100.00% | — | low |
| Q1 2026 as of | Trim | G8068L108 | $-1.51M | -14K -6.89% | 192,519 0.97% of portfolio | low |
| Q1 2026 as of | Trim | Marsh & McLennan Companies, Inc. | $-1.49M | -9K -5.96% | 135,391 1.12% of portfolio | low |
| Q1 2026 as of | Trim | Adobe Inc. | $-1.47M | -6K -10.78% | 50,121 0.58% of portfolio | low |
| Q1 2026 as of | Trim | Iqvia Holdings Inc. | $-1.38M | -8K -7.35% | 101,825 0.82% of portfolio | low |
| Q1 2026 as of | Trim | Corteva, Inc. | $-1.30M | -16K -4.67% | 317,318 1.26% of portfolio | low |
| Q1 2026 as of | Add | Illumina Inc | $1.30M | +11K +8.29% | 137,781 0.81% of portfolio | low |
| Q1 2026 as of | Trim | EPD Enterprise Products Partners L.P. MLP | $-1.29M | -34K -19.13% | 144,671 0.26% of portfolio | low |
| Q1 2026 as of | Trim | Citigroup Inc | $-1.18M | -10K -5.20% | 189,080 1.02% of portfolio | low |
| Q1 2026 as of | Trim | Comcast Corp. | $-1.14M | -40K -9.89% | 361,655 0.49% of portfolio | low |
| Q1 2026 as of | Trim | MercadoLibre, Inc. | $-973.4K | -563 -0.73% | 76,178 6.26% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp | $814.2K | +4K +72.87% | 9,335 0.09% of portfolio | low |
| Q1 2026 as of | New | Pfizer Inc | $775.0K | +28K | 27,600 0.04% of portfolio | low |
| Q1 2026 as of | New | Lxp Industrial Trust | $763.3K | +17K | 16,500 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories | $-735.4K | -7K -16.39% | 36,548 0.18% of portfolio | low |