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James Hardie Industries
JHX

53 hedge funds and large institutions have $69M invested in James Hardie Industries in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

28% more capital invested

Capital invested by funds: $53.9M → $69M (+$15.1M)

18% more funds holding

Funds holding: 45 → 53 (+8)

0.07% more ownership

Funds ownership: 0.72% → 0.79% (+0.07%)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$1.51M
2
AG
Aperio Group
California
+$994K
3
Citadel Advisors
Citadel Advisors
Florida
+$785K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$517K
5
Goldman Sachs
Goldman Sachs
New York
+$502K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$281K
2
Wells Fargo
Wells Fargo
California
-$238K
3
Principal Financial Group
Principal Financial Group
Iowa
-$55.7K
4
JP Morgan Chase
JP Morgan Chase
New York
-$38.7K
5
UBS Group
UBS Group
Switzerland
-$24.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$196K +$186K +10,000 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$149K -$13.8K -746 -9%
Morgan Stanley
28
Morgan Stanley
New York
$126K +$12.6K +680 +12%
S
29
SignatureFD
Georgia
$82K +$2.34K +126 +3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$73K +$13.4K +722 +24%
GT
31
Glenmede Trust
Pennsylvania
$52K -$816 -44 -2%
LC
32
Lindbrook Capital
California
$48K – – –
UBS Group
33
UBS Group
Switzerland
$27K -$24.4K -1,315 -49%
ZB
34
Zions Bancorporation
Utah
$24K – – –
FGAM
35
Financial Gravity Asset Management
Texas
$20K – – –
BWA
36
BDO Wealth Advisors
Florida
$20K +$18.6K +1,000 New
PA
37
Parallel Advisors
California
$17K +$3.47K +187 +28%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$16K – – –
EFSCE
39
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$872 +47 +8%
JP Morgan Chase
40
JP Morgan Chase
New York
$11K -$38.7K -2,083 -77%
ASN
41
Advisory Services Network
Georgia
$11K +$10.5K +568 New
Wells Fargo
42
Wells Fargo
California
$8K -$238K -12,842 -97%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$8K +$7.25K +391 New
EWA
44
Evolution Wealth Advisors
Florida
$6K +$6.05K +326 New
AG
45
Advisor Group
Arizona
$5K -$4.53K -244 -51%
GAM
46
Gemmer Asset Management
California
$3K – – –
WCM
47
Wealthcare Capital Management
Virginia
$2K +$1.93K +104 New
BCA
48
Berman Capital Advisors
Georgia
$1K +$1.84K +99 New
TPCW
49
TD Private Client Wealth
New York
$570 +$538 +29 New
EW
50
Evoke Wealth
California
$241 – – –
1
2
3

JHX Hedge Fund Activity: Q4 2019 in Review

53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2019, worth a combined $69M — up 28% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JHX positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.51M. The largest seller was Fidelity Investments, cutting an estimated $281K.

  • 53 institutional investors held James Hardie Industries (JHX) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $69M of James Hardie Industries stock for Q4 2019, up 28% quarter-over-quarter.
  • 13 funds opened new James Hardie Industries positions in Q4 2019 and 4 closed out, a net change of +9 holders.
  • The largest James Hardie Industries buyer in Q4 2019 was Parametric Portfolio Associates, an estimated $1.51M added.
  • The largest James Hardie Industries seller in Q4 2019 was Fidelity Investments, an estimated $281K sold.

Based on aggregated 13F filings for Q4 2019.