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James Hardie Industries
JHX

45 hedge funds and large institutions have $53.9M invested in James Hardie Industries in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

40% more capital invested

Capital invested by funds: $38.5M → $53.9M (+$15.4M)

0.07% more ownership

Funds ownership: 0.66% → 0.72% (+0.07%)

2% less funds holding

Funds holding: 46 → 45 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$1.44M
2
Goldman Sachs
Goldman Sachs
New York
+$1.1M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$629K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$454K
5
AG
Aperio Group
California
+$383K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$238K
2
BAC
Boys Arnold & Co
North Carolina
-$198K
3
Principal Financial Group
Principal Financial Group
Iowa
-$147K
4
CGH
Crossmark Global Holdings
Texas
-$75.9K
5
Jane Street
Jane Street
New York
-$53.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
26
SignatureFD
Georgia
$68K +$5.54K +376 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$50K -$1.81K -123 -4%
UBS Group
28
UBS Group
Switzerland
$45K +$23.5K +1,592 +148%
JP Morgan Chase
29
JP Morgan Chase
New York
$45K +$31.7K +2,151 +398%
LC
30
Lindbrook Capital
California
$41K -$1.9K -129 -5%
ZB
31
Zions Bancorporation
Utah
$21K – – –
Deutsche Bank
32
Deutsche Bank
Germany
$14K +$12.6K +853 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$13K – – –
BL
34
Balentine LLC
Georgia
$12K – – –
PA
35
Parallel Advisors
California
$11K +$4.63K +314 +91%
EFSCE
36
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
AG
37
Advisor Group
Arizona
$8K +$1.06K +72 +18%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$4.29K – – –
GAM
39
Gemmer Asset Management
California
$3K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$3K – – –
QT
41
Quantamental Technologies
New York
$2K -$1.47K -100 -50%
PWMG
42
Prestige Wealth Management Group
New Jersey
$1K +$1.22K +83 New
EW
43
Evoke Wealth
California
$205 +$177 +12 New
GT
44
Glenmede Trust
Pennsylvania
$45 +$8.74K +593 +28%
Invesco
45
Invesco
Georgia
– -$238K -18,048 Closed
BAC
46
Boys Arnold & Co
North Carolina
– -$198K -15,000 Closed
CAW
47
Cornerstone Advisors (Washington)
Washington
– -$17K -1,250 Closed
AC
48
Avestar Capital
New York
– -$4K -314 Closed
1
2

JHX Hedge Fund Activity: Q3 2019 in Review

45 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q3 2019, worth a combined $53.9M — up 40% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JHX and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 21 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.44M. The largest seller was Invesco, exiting entirely with an estimated $238K sold.

  • 45 institutional investors held James Hardie Industries (JHX) as of Q3 2019, down from 46 in Q2 2019.
  • Funds reported $53.9M of James Hardie Industries stock for Q3 2019, up 40% quarter-over-quarter.
  • 3 funds opened new James Hardie Industries positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest James Hardie Industries buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $1.44M added.
  • The largest James Hardie Industries seller in Q3 2019 was Invesco, an estimated $238K sold.

Based on aggregated 13F filings for Q3 2019.