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James Hardie Industries
JHX

92 hedge funds and large institutions have $178M invested in James Hardie Industries in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $140M → $178M (+$38.1M)

21% more funds holding

Funds holding: 76 → 92 (+16)

0.04% more ownership

Funds ownership: 1.46% → 1.5% (+0.04%)

Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
41
Reduced
14
Closed
12
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.87M
2
Goldman Sachs
Goldman Sachs
New York
+$2.4M
3
BlackRock
BlackRock
New York
+$1.11M
4
Bank of America
Bank of America
North Carolina
+$955K
5
Millennium Management
Millennium Management
New York
+$447K

Top Sellers

1
CGH
Crossmark Global Holdings
Texas
-$9.61M
2
Stifel Financial
Stifel Financial
Missouri
-$687K
3
Jane Street
Jane Street
New York
-$633K
4
Marshall Wace
Marshall Wace
United Kingdom
-$444K
5
CFM
Capricorn Fund Managers
United Kingdom
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
26
SignatureFD
Georgia
$485K +$73.4K +3,043 +20%
API
27
Advisor Partners II
California
$475K +$104K +4,327 +32%
BCI
28
Brinker Capital Investments
Pennsylvania
$448K +$402K +16,668 New
OPS
29
Orion Portfolio Solutions
Nebraska
$448K +$402K +16,668 New
Corient Private Wealth
30
Corient Private Wealth
Florida
$405K +$20.1K +834 +6%
Charles Schwab
31
Charles Schwab
California
$400K +$359K +14,864 New
AR
32
Advisory Research
Illinois
$389K +$349K +14,473 New
State Street
33
State Street
Massachusetts
$383K – – –
QCG
34
Quadrant Capital Group
Ohio
$366K +$14.6K +605 +5%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$364K +$329K +13,651 New
Marshall Wace
36
Marshall Wace
United Kingdom
$358K -$444K -18,388 -58%
CAM
37
Cresset Asset Management
Illinois
$338K +$304K +12,579 New
YMRC
38
Yorktown Management & Research Company
Virginia
$331K – – –
Natixis Advisors
39
Natixis Advisors
Massachusetts
$319K +$287K +11,875 New
LSAG
40
Lake Street Advisors Group
New Hampshire
$309K +$23.1K +958 +9%
BFG
41
Bleakley Financial Group
New Jersey
$304K +$1.3K +54 +0.5%
SS
42
Simplicity Solutions
Minnesota
$304K +$1.3K +54 +0.5%
Barclays
43
Barclays
United Kingdom
$301K +$270K +11,200 New
BL
44
Balentine LLC
Georgia
$285K +$13.5K +560 +6%
GT
45
Greenleaf Trust
Michigan
$276K -$579 -24 -0.2%
SFA
46
Sequoia Financial Advisors
Ohio
$273K +$245K +10,163 New
DCM
47
DGS Capital Management
New Jersey
$259K +$233K +9,638 New
DWT
48
Dorsey & Whitney Trust
South Dakota
$249K +$223K +9,257 New
CGL
49
Clarius Group LLC
Washington
$231K +$207K +8,583 New
Franklin Resources
50
Franklin Resources
California
$221K +$198K +8,211 New
1
2
3 4 5

JHX Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q2 2023, worth a combined $178M — up 27% from $140M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new JHX positions and 12 closed out — a net gain of 16 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.87M. The largest seller was Crossmark Global Holdings, cutting an estimated $9.61M.

  • 92 institutional investors held James Hardie Industries (JHX) as of Q2 2023, up from 76 in Q1 2023.
  • Funds reported $178M of James Hardie Industries stock for Q2 2023, up 27% quarter-over-quarter.
  • 28 funds opened new James Hardie Industries positions in Q2 2023 and 12 closed out, a net change of +16 holders.
  • The largest James Hardie Industries buyer in Q2 2023 was Morgan Stanley, an estimated $4.87M added.
  • The largest James Hardie Industries seller in Q2 2023 was Crossmark Global Holdings, an estimated $9.61M sold.

Based on aggregated 13F filings for Q2 2023.