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James Hardie Industries

103 hedge funds and large institutions have $210M invested in James Hardie Industries in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

19% more capital invested

Capital invested by funds: $177M → $210M (+$33.8M)

14% more funds holding

Funds holding: 90103 (+13)

0.04% more ownership

Funds ownership: 1.12%1.16% (+0.04%)

Holders
103
Holders Change
+13
Holders Change %
+14.44%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
40
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$680K +$305K +7,787 +87%
CIC
27
Chase Investment Counsel
Virginia
$674K -$9.41K -240 -1%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$637K +$189K +4,813 +44%
NA
29
NewEdge Advisors
Louisiana
$585K +$564K +14,382 New
LSAG
30
Lake Street Advisors Group
New Hampshire
$545K +$56.5K +1,441 +12%
Legal & General Group
31
Legal & General Group
United Kingdom
$503K
VPIM
32
Vanguard Personalized Indexing Management
California
$482K +$97.7K +2,493 +27%
Morgan Stanley
33
Morgan Stanley
New York
$473K +$71.8K +1,832 +19%
LPL Financial
34
LPL Financial
California
$444K +$34.4K +877 +9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$438K +$422K +10,775 New
FTDI
36
First Trust Direct Indexing
Massachusetts
$418K -$14.9K -381 -4%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$415K -$65.7K -1,675 -14%
QCG
38
Quadrant Capital Group
Ohio
$413K +$40.6K +1,036 +11%
UBS Group
39
UBS Group
Switzerland
$400K +$75.1K +1,916 +24%
GT
40
Greenleaf Trust
Michigan
$396K -$11.1K -284 -3%
Cerity Partners
41
Cerity Partners
New York
$378K +$365K +9,319 New
S
42
SignatureFD
Georgia
$374K +$11.9K +303 +3%
BCI
43
Brinker Capital Investments
Pennsylvania
$356K +$12.3K +314 +4%
RJA
44
Raymond James & Associates
Florida
$320K -$16.2K -414 -5%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$311K +$36K +919 +14%
Ameriprise
46
Ameriprise
Minnesota
$292K +$18.6K +475 +7%
CGL
47
Clarius Group LLC
Washington
$290K +$15.8K +404 +6%
YCM
48
Yousif Capital Management
Michigan
$280K +$270K +6,884 New
DCM
49
DGS Capital Management
New Jersey
$278K +$268K +6,844 New
DWT
50
Dorsey & Whitney Trust
South Dakota
$272K +$7.57K +193 +3%

JHX Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2021, worth a combined $210M — up 19% from $177M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JHX positions and 12 closed out — a net gain of 14 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.37M. The largest seller was Inspire Investing, exiting entirely with an estimated $1.48M sold.

  • 103 institutional investors held James Hardie Industries (JHX) as of Q4 2021, up from 90 in Q3 2021.
  • Funds reported $210M of James Hardie Industries stock for Q4 2021, up 19% quarter-over-quarter.
  • 26 funds opened new James Hardie Industries positions in Q4 2021 and 12 closed out, a net change of +14 holders.
  • The largest James Hardie Industries buyer in Q4 2021 was Goldman Sachs, an estimated $4.37M added.
  • The largest James Hardie Industries seller in Q4 2021 was Inspire Investing, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2021.