James Hardie Industries
297 hedge funds and large institutions have $5.13B invested in James Hardie Industries in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 50 closing their positions.
154% more call options, than puts
Call options by funds: $27.7M | Put options by funds: $10.9M
28% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 50
10% more capital invested
Capital invested by funds: $4.66B → $5.13B (+$461M)
3% more funds holding
Funds holding: 289 → 297 (+8)
17% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 104
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$454M |
| 2 |
DCP
D1 Capital Partners
New York
|
+$87.7M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$58.9M |
| 4 |
Barclays
London,
United Kingdom
|
+$57.5M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$59.8M |
| 2 |
IP
Interval Partners
New York
|
-$33.2M |
| 3 |
Morgan Stanley
New York
|
-$31.8M |
| 4 |
JP Morgan Chase
New York
|
-$29.5M |
| 5 |
JCM
Junto Capital Management
New York
|
-$26.3M |
JHX Hedge Fund Activity: Q1 2026 in Review
297 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2026, worth a combined $5.13B — up 9.9% from $4.66B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new JHX positions and 50 closed out — a net gain of 14 holders — while 86 added to existing stakes and 104 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $454M. The largest seller was Citadel Advisors, cutting an estimated $59.8M.
- 297 institutional investors held James Hardie Industries (JHX) as of Q1 2026, up from 289 in Q4 2025.
- Funds reported $5.13B of James Hardie Industries stock for Q1 2026, up 9.9% quarter-over-quarter.
- 64 funds opened new James Hardie Industries positions in Q1 2026 and 50 closed out, a net change of +14 holders.
- The largest James Hardie Industries buyer in Q1 2026 was Fidelity Investments, an estimated $454M added.
- The largest James Hardie Industries seller in Q1 2026 was Citadel Advisors, an estimated $59.8M sold.
Based on aggregated 13F filings for Q1 2026.