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James Hardie Industries
JHX

100 hedge funds and large institutions have $153M invested in James Hardie Industries in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0.02% less ownership

Funds ownership: 1.16% → 1.14% (-0.02%)

3% less funds holding

Funds holding: 103 → 100 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

27% less capital invested

Capital invested by funds: $210M → $153M (-$57.5M)

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
35
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.62M
2
OMC
Old Mission Capital
Illinois
+$900K
3
AWA
Aaron Wealth Advisors
Illinois
+$814K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$747K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$437K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.78M
2
CWM
Calamos Wealth Management
Illinois
-$1.87M
3
BlackRock
BlackRock
New York
-$1.01M
4
PPA
Parametric Portfolio Associates
Washington
-$771K
5
CIC
Chase Investment Counsel
Virginia
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$643K +$353K +10,426 +96%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$633K +$181K +5,345 +34%
US Bancorp
28
US Bancorp
Minnesota
$601K -$66.3K -1,955 -9%
Legal & General Group
29
Legal & General Group
United Kingdom
$572K +$224K +6,610 +53%
Morgan Stanley
30
Morgan Stanley
New York
$530K +$202K +5,969 +51%
Millennium Management
31
Millennium Management
New York
$527K +$26.5K +781 +5%
EI
32
Ethic Inc
New York
$524K -$513K -15,129 -47%
State Street
33
State Street
Massachusetts
$502K -$106K -3,116 -16%
VPIM
34
Vanguard Personalized Indexing Management
California
$486K +$144K +4,250 +36%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$389K +$437K +12,898 New
LSAG
36
Lake Street Advisors Group
New Hampshire
$363K -$45.8K -1,352 -10%
Jane Street
37
Jane Street
New York
$351K +$395K +11,646 New
FTDI
38
First Trust Direct Indexing
Massachusetts
$346K +$41.2K +1,215 +12%
FCH
39
Freestone Capital Holdings
Washington
$340K +$383K +11,288 New
Ameriprise
40
Ameriprise
Minnesota
$336K +$134K +3,958 +55%
BL
41
Balentine LLC
Georgia
$322K +$194K +5,734 +116%
ICG
42
InterOcean Capital Group
Tennessee
$293K +$329K +9,713 New
CGL
43
Clarius Group LLC
Washington
$290K – – –
GT
44
Greenleaf Trust
Michigan
$289K -$5.25K -155 -2%
UBS Group
45
UBS Group
Switzerland
$287K -$10K -295 -3%
BCI
46
Brinker Capital Investments
Pennsylvania
$285K +$23.1K +680 +8%
CSS
47
Cubist Systematic Strategies
Connecticut
$260K +$293K +8,633 New
QCG
48
Quadrant Capital Group
Ohio
$255K -$57.2K -1,687 -17%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$235K -$25.1K -739 -10%
S
50
SignatureFD
Georgia
$222K -$61.4K -1,810 -20%
1
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3 4 5

JHX Hedge Fund Activity: Q1 2022 in Review

100 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2022, worth a combined $153M — down 27% from $210M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of JHX and 17 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 35 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.62M. The largest seller was Goldman Sachs, cutting an estimated $2.78M.

  • 100 institutional investors held James Hardie Industries (JHX) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $153M of James Hardie Industries stock for Q1 2022, down 27% quarter-over-quarter.
  • 17 funds opened new James Hardie Industries positions in Q1 2022 and 19 closed out, a net change of -2 holders.
  • The largest James Hardie Industries buyer in Q1 2022 was Envestnet Asset Management, an estimated $1.62M added.
  • The largest James Hardie Industries seller in Q1 2022 was Goldman Sachs, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2022.