HJ
Hartwell J M Limited Partnership Historical SEC 13F Holdings & Archive (Q3 2019)
Hartwell J M Limited PartnershipCIK: 0000932141
Diversified strategyMomentum followerLong-term holder
Total reported value
$560.4M
Reporting period: 2019-09-30 · Number of holdings: 88
HARTWELL J M LIMITED PARTNERSHIP disclosed 88 holdings in its latest 13F filing for the period ending 2019-09-30, with total reported value of $560.4M and a quarterly turnover rate of 10.9%.
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Personality snowflake
- Concentration
- 26.15
- Portfolio Stability
- 10.88
- Momentum
- 100
- Sector conviction
- 73.68
- Diversification
- 100
- Sizing Uniformity
- 78.08
Hartwell J M Limited Partnership's disclosed holdings carry a Herfindahl concentration index of 0.065 — mathematically equivalent to about 15 equally-sized positions, well below its 88 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.19), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 67% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim l6388f110
-0.2% -$7.3M
Trim META
+0.3% -$3.8M
Add AMT
+121.7% $4.7M
Add l5140p101
+20.0% $3.9M
Add GOOG
+0.4% $4.1M
Add HD
+2.0% $3.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EPAM | Epam Systems Inc | Stock-Tech | 11.58% | +0.22% | +0.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.22% | +0.02% | -0.02% | |
| 3 | ✓ | Stock-Other | 8.91% | -1.67% | -0.22% | ||
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.43% | -1.00% | +0.27% | |
| 5 | ✓ | Stock-Other | 6.72% | +0.19% | +1.66% | ||
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.71% | -0.43% | +6.07% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.28% | +0.54% | +0.45% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 6.18% | -0.33% | -4.33% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 5.44% | -0.23% | +0.06% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 5.25% | +0.47% | +1.99% | |
| 11 | ✓ | Stock-Other | 3.60% | -0.01% | +4.76% | ||
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.42% | +0.38% | +3.06% | |
| 13 | ✓ | Intelsat S A Com | Stock-Other | 2.42% | +0.64% | +20.01% | |
| 14 | ✓ | Millicom International Cellula | Stock-Other | 1.75% | -0.35% | — | |
| 15 | AMT | American Tower CORP | Stock-Real Estate | 1.44% | +0.82% | +121.70% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.13% | -1.39% | |
| 17 | CVS | Cvs Health CORP | Stock-Healthcare | 0.86% | +0.86% | NEW | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | — | +5.43% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.66% | -0.05% | -3.84% | |
| 20 | PCYO | Pure Cycle CORP | Stock-Other | 0.52% | — | — | |
| 21 | AMG | Affiliated Managers Group | Stock-Financials | 0.39% | -0.06% | — | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 0.39% | — | +9.22% | |
| 23 | MSB | Mesabi Trust | Stock-Other | 0.38% | -0.10% | — | |
| 24 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.35% | +0.01% | — | |
| 25 | ✓ | JP Morgan Chase & Co | Stock-Other | 0.26% | +0.18% | +229.70% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.23% | -0.05% | -23.92% | |
| 27 | ✓ | Stock-Other | 0.20% | +0.09% | +99.35% | ||
| 28 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.19% | — | — | |
| 29 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.18% | — | +8.41% | |
| 30 | ✓ | Stock-Other | 0.17% | +0.17% | NEW | ||
| 31 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 0.17% | — | -1.12% | |
| 32 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.17% | — | +3.45% | |
| 33 | NJDCY | Nidec Corporation-spon Adr | Stock-Other | 0.17% | — | — | |
| 34 | BXUSD | Blackstone Group Lp/the | Stock-Other | 0.15% | — | -12.44% | |
| 35 | NTES | Netease Inc-adr | Stock-Comm Services | 0.15% | — | — | |
| 36 | NTDOY | Nintendo Co Ltd-unspons Adr | Stock-Other | 0.15% | — | — | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.14% | — | -4.84% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.14% | -0.03% | -10.45% | |
| 39 | ✓ | Millicom International Cellula | Stock-Other | 0.13% | -0.03% | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | +0.02% | +41.76% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.13% | +0.02% | +7.07% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.12% | — | -8.59% | |
| 43 | ✓ | Alcon Inc | Stock-Other | 0.11% | +0.11% | NEW | |
| 44 | SSDOY | Shiseido Ltd-sponsored Adr | Stock-Other | 0.11% | +0.01% | +12.86% | |
| 45 | ✓ | PayPal Inc | Stock-Other | 0.11% | -0.12% | -42.89% | |
| 46 | ADDYY | Adidas Ag-sponsored Adr | Stock-Other | 0.11% | — | +11.43% | |
| 47 | CHTR | Charter Communications, Inc. | Stock-Comm Services | 0.11% | +0.11% | NEW | |
| 48 | WMMVY | Walmart De Mexico-spon Adr V | Stock-Other | 0.10% | +0.02% | +13.69% | |
| 49 | UNUSD | Unilever N V -ny Shares | Stock-Other | 0.10% | — | +5.88% | |
| 50 | DTEGY | Deutsche Telekom Ag-spon Adr | Stock-Other | 0.10% | — | — |
1–50 of 88
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2019 Q3 | 88 | $560.4M | 11 | ||
| 2019 Q2 | 81 | $541.3M | 16 | ||
| 2019 Q1 | 79 | $549.6M | 16 | ||
| 2018 Q4 | 79 | $481.4M | 24 | ||
| 2018 Q3 | 84 | $575.2M | 15 | ||
| 2018 Q2 | 81 | $552.6M | 18 | ||
| 2018 Q1 | 83 | $533.5M | 36 | ||
| 2017 Q4 | 78 | $532.3M | 20 | ||
| 2017 Q3 | 83 | $511.0M | 15 | ||
| 2017 Q2 | 83 | $481.2M | 12 | ||
| 2017 Q1 | 86 | $459.1M | 21 | ||
| 2016 Q4 | 84 | $403.9M | 17 | ||
| 2016 Q3 | 79 | $417.6M | 20 | ||
| 2016 Q2 | 78 | $392.1M | 36 | ||
| 2016 Q1 | 81 | $414.0M | 18 | ||
| 2015 Q4 | 82 | $430.4M | 32 | ||
| 2015 Q3 | 104 | $437.6M | 26 | ||
| 2015 Q2 | 109 | $468.2M | 30 | ||
| 2015 Q1 | 99 | $465.4M | 18 | ||
| 2014 Q4 | 100 | $428.4M | 28 | ||
| 2014 Q3 | 96 | $427.1M | 72 | ||
| 2014 Q2 | 103 | $495.4M | 27 | ||
| 2014 Q1 | 91 | $483.5M | 28 | ||
| 2013 Q4 | 91 | $487.6M | 23 | ||
| 2013 Q3 | 97 | $444.7M | 25 | ||
| 2013 Q2 | 94 | $412.2M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Hartwell J M Limited Partnership's most significant position changes for 2019-09-30: New buy: Cvs Health CORP (CVS); New buy: ; Sold out: Virtusa CORP (VRTUUSD); New buy: Alcon Inc; New buy: Charter Communications, Inc. (CHTR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMT | American Tower CORP | +0.8% | +121.70% | Add |
| 2 | ✓ | Intelsat S A Com | +0.6% | +20.01% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +0.45% | Add |
| 4 | HD | Home Depot Inc | +0.5% | +1.99% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +3.06% | Add |
| 6 | EPAM | Epam Systems Inc | +0.2% | +0.16% | Add |
| 7 | ✓ | +0.2% | +1.66% | Add | |
| 8 | ✓ | JP Morgan Chase & Co | +0.2% | +229.70% | Add |
| 9 | ✓ | +0.1% | +99.35% | Add | |
| 10 | MMM | 3m Co | 0% | +92.34% | Add |
| 11 | MSFT | Microsoft CORP | 0% | -0.02% | Trim |
| 12 | UNH | Unitedhealth Group Inc | 0% | +41.76% | Add |
| 13 | WMMVY | Walmart De Mexico-spon Adr V | 0% | +13.69% | Add |
| 14 | MU | Micron Technology Inc | 0% | +7.07% | Add |
| 15 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
| 16 | SSDOY | Shiseido Ltd-sponsored Adr | 0% | +12.86% | Add |
| 17 | ✓ | 0% | +4.76% | Add | |
| 18 | DASTY | Dassault Systemes S-spon Adr | 0% | -19.18% | Trim |
| 19 | FMS | Fresenius Medical Care-adr | 0% | -9.09% | Trim |
| 20 | HEINY | Heineken Nv-spn Adr | 0% | -23.23% | Trim |
| 21 | SAP | Sap Se-sponsored Adr | 0% | -14.02% | Trim |
| 22 | ✓ | Millicom International Cellula | 0% | — | Unchanged |
| 23 | LRLCY | L'oreal-unsponsored Adr | 0% | -17.84% | Trim |
| 24 | HON | Honeywell International Inc | 0% | -10.45% | Trim |
| 25 | ✓ | -0.1% | -24.65% | Trim | |
| 26 | AAPL | Apple Inc | -0.1% | -23.92% | Trim |
| 27 | PANW | Palo Alto Networks Inc | -0.1% | -3.84% | Trim |
| 28 | AMG | Affiliated Managers Group | -0.1% | — | Unchanged |
| 29 | MSB | Mesabi Trust | -0.1% | — | Unchanged |
| 30 | ✓ | PayPal Inc | -0.1% | -42.89% | Trim |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -1.39% | Trim |
| 32 | V | Visa Inc-class A Shares | -0.2% | +0.06% | Add |
| 33 | MA | Mastercard Inc - A | -0.3% | -4.33% | Trim |
| 34 | ✓ | Millicom International Cellula | -0.4% | — | Unchanged |
| 35 | AMZN | Amazon.com Inc | -0.4% | +6.07% | Add |
| 36 | META | Meta Platforms Inc-class A | -1% | +0.27% | Add |
| 37 | ✓ | -1.7% | -0.22% | Trim | |
| 38 | CVS | Cvs Health CORP | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | VRTUUSD | Virtusa CORP | — | EXIT | Sold out |
| 41 | ✓ | Alcon Inc | — | NEW | New buy |
| 42 | CHTR | Charter Communications, Inc. | — | NEW | New buy |
| 43 | ✓ | Myt Holding Co | — | NEW | New buy |
| 44 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 45 | ✓ | Comcast Corp New Cl A | — | NEW | New buy |
| 46 | C | Citigroup Inc. | — | EXIT | Sold out |
| 47 | PTLAEUR | Portola Pharmaceuticals Inc | — | NEW | New buy |
| 48 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 49 | ✓ | — | NEW | New buy | |
| 50 | ✓ | — | NEW | New buy |
Filing History
FAQ
What is Hartwell J M Limited Partnership and what type of investor is it?
Hartwell J M Limited Partnership is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2019-09-30), the firm manages a tracked equity portfolio valued at approximately $560.4M, spread across 88 disclosed positions.
What are Hartwell J M Limited Partnership's largest equity positions?
Based on the latest 13F filing, Hartwell J M Limited Partnership's top holdings by market value are:
1. Epam Systems Inc (EPAM) — $64.9M (11.6%)
2. Microsoft CORP (MSFT) — $57.3M (10.2%)
3. — $50.0M (8.9%)
4. Meta Platforms Inc-class A (META) — $47.2M (8.4%)
5. — $37.6M (6.7%)
What changes did Hartwell J M Limited Partnership make in its most recent portfolio filing?
In the latest reported quarter, Hartwell J M Limited Partnership made 45 notable position adjustments: 10 new positions were initiated, 18 existing holdings were added to, 14 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Cvs Health CORP (CVS); New buy: ; Sold out: Virtusa CORP (VRTUUSD); New buy: Alcon Inc; New buy: Charter Communications, Inc. (CHTR)
What sectors does Hartwell J M Limited Partnership focus on?
Hartwell J M Limited Partnership is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 33.1%
• Communication Services: 27.2%
• Information Technology: 17.6%
• Financials: 17.3%
• Health Care: 2.9%
• Energy: 1.5%
Investment Profile
Hartwell J M Limited Partnership's portfolio is broadly diversified and long-term-holding, with 33.1% of the portfolio concentrated in Consumer Discretionary.
It has added to its MSFT position over the past two quarters (+$9.3M, now $57.3M), while trimming CTSH over the same stretch (-$26.4M, still holding $300.0K).
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