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⚲
|
| Harding Loevner LP
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|
|
|---|---|
| CRD # | 104543 |
| SEC # | 801-36845 |
| CIK # | 0000928196 |
| AUM | $47.7 BB (2023-03-24) |
| Employees | 115 (39% Investors, 12% Brokers) |
| Phone | 908-218-7900 |
| Address | 400 Crossing Blvd Bridgewater, NJ 08807 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TSM | 437.4 | 1.0 | |
| FMX | 24.1 | 0.9 | |
| SAP | 112.6 | 0.8 | |
| BHP | 147.3 | 0.7 | |
| ALC | 33.6 | 0.7 | |
| HDB | 102.1 | 0.7 | |
| VRTX | 70.6 | 0.6 | |
| GOOGL | 1,475.1 | 0.5 | |
| DE | 94.5 | 0.5 | |
| MSFT | 1,918.2 | 0.4 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Raritan Analyst Insight Fund LP | 2012-03-30 | 5.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 0.2 |
| (b) Individuals (high net worth individuals) | 4,340 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 34.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 22 | 5.0 |
| (g) Pension and profit sharing plans | 80 | 7.7 |
| (h) Charitable organizations | 235 | 2.0 |
| (i) State or municipal government entities | 22 | 10.9 |
| (j) Other investment advisers | 3 | 0.3 |
| (k) Insurance companies | 6 | 2.5 |
| (l) Sovereign wealth funds and foreign official institutions | 5 | 7.6 |
| (m) Corporations or other businesses not listed above | 140 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,334 | 75.3 |
| By Discretionary | ||
| Discretionary | 5,333 | 75.0 |
| Non-Discretionary | 1 | 0.3 |
| Total | 5,334 | 75.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 21.9 | |
| United States Persons | 53.3 | |
| Total | 5,334 | 75.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000928196] | |
| SC 13G | [0000928196] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
William Blair Investment Management LLC
✚
|
IL | 56.0 |
|
Brandywine Global Investment Management LLC
✚
|
PA | 54.4 |
|
City National Rochdale LLC
✚
|
NY | 54.2 |
|
BlackRock Singapore Limited
✚
|
47.7 | |
|
Russell Investment Management LLC
✚
|
WA | 47.2 |
|
GW&K Investment Management LLC
✚
|
MA | 46.8 |
|
Aristotle Capital Management LLC
✚
|
CA | 40.5 |
|
UBS Hedge Fund Solutions LLC
✚
|
CT | 39.8 |
|
Thornburg Investment Management Inc
✚
|
NM | 38.7 |
|
RBC Global Asset Management US Inc
✚
|
MN | 38.0 |