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James Hardie Industries

26 hedge funds and large institutions have $39.6M invested in James Hardie Industries in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

16% more capital invested

Capital invested by funds: $34M → $39.6M (+$5.57M)

8% more funds holding

Funds holding: 2426 (+2)

0.01% more ownership

Funds ownership: 0.9%0.91% (+0.01%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
26
UBS
Switzerland
+$90 +10 New
DADC
27
D.A. Davidson & Co
Montana
+$493 +55 New

JHX Hedge Fund Activity: Q3 2013 in Review

26 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q3 2013, worth a combined $39.6M — up 16% from $34M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JHX positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.55M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $713K.

  • 26 institutional investors held James Hardie Industries (JHX) as of Q3 2013, up from 24 in Q2 2013.
  • Funds reported $39.6M of James Hardie Industries stock for Q3 2013, up 16% quarter-over-quarter.
  • 3 funds opened new James Hardie Industries positions in Q3 2013 and 1 closed out, a net change of +2 holders.
  • The largest James Hardie Industries buyer in Q3 2013 was Fidelity Investments, an estimated $1.55M added.
  • The largest James Hardie Industries seller in Q3 2013 was O'Shaughnessy Asset Management, an estimated $713K sold.

Based on aggregated 13F filings for Q3 2013.