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James Hardie Industries
JHX

45 hedge funds and large institutions have $52M invested in James Hardie Industries in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 45 → 45 (0)

0% less ownership

Funds ownership: 0.84% → 0.84% (-0%)

11% less capital invested

Capital invested by funds: $58.4M → $52M (-$6.44M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$786K
2
Renaissance Technologies
Renaissance Technologies
New York
+$414K
3
PAG
Private Advisor Group
New Jersey
+$307K
4
Wells Fargo
Wells Fargo
California
+$211K
5
Deutsche Bank
Deutsche Bank
Germany
+$114K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$1.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$426K
3
Jane Street
Jane Street
New York
-$222K
4
AG
Aperio Group
California
-$169K
5
HJGA
Hardman Johnston Global Advisors
Connecticut
-$144K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$92K -$2.58K -177 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$42K +$43.8K +3,000 New
Citigroup
28
Citigroup
New York
$36K +$4.01K +275 +12%
MCIM
29
Meadow Creek Investment Management
Georgia
$30K – – –
EP
30
Elkfork Partners
Oregon
$25K – – –
RCM
31
Riverhead Capital Management
Delaware
$22K – – –
GHCM
32
Glen Harbor Capital Management
California
$20K – – –
PCP
33
Proficio Capital Partners
Massachusetts
$17K -$1.33K -91 -7%
SEI Investments
34
SEI Investments
Pennsylvania
$15K +$2.86K +196 +22%
ZB
35
Zions Bancorporation
Utah
$15K +$10.4K +714 +187%
NA
36
Neuburgh Advisers
California
$14K – – –
GT
37
Glenmede Trust
Pennsylvania
$14K +$4.84K +332 +46%
PA
38
Parallel Advisors
California
$10K -$15K -1,030 -62%
GBBWRPM
39
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K – – –
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$7K +$7.29K +500 New
EFSCE
41
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
QCG
42
Quadrant Capital Group
Ohio
$2K -$2.96K -203 -45%
JP Morgan Chase
43
JP Morgan Chase
New York
$1K -$5.66K -388 -78%
WA
44
Winfield Associates
Ohio
$1K – – –
AssetMark Inc
45
AssetMark Inc
California
$1K +$861 +59 New
Jane Street
46
Jane Street
New York
– -$222K -14,068 Closed
Creative Planning
47
Creative Planning
Kansas
– -$19K -1,198 Closed
NFG
48
Next Financial Group
Texas
– -$8K -500 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– -$2K -100 Closed
Bessemer Group
50
Bessemer Group
New Jersey
– -$1K -60 Closed
1
2

JHX Hedge Fund Activity: Q3 2017 in Review

45 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q3 2017, worth a combined $52M — down 11% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHX positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $786K. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.3M.

  • 45 institutional investors held James Hardie Industries (JHX) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $52M of James Hardie Industries stock for Q3 2017, down 11% quarter-over-quarter.
  • 6 funds opened new James Hardie Industries positions in Q3 2017 and 5 closed out, a net change of +1 holder.
  • The largest James Hardie Industries buyer in Q3 2017 was UBS Group, an estimated $786K added.
  • The largest James Hardie Industries seller in Q3 2017 was Parametric Portfolio Associates, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2017.