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James Hardie Industries
JHX

135 hedge funds and large institutions have $268M invested in James Hardie Industries in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $457K | Put options by funds: $138K

123% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 30

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

5% more funds holding

Funds holding: 128 → 135 (+7)

0.49% less ownership

Funds ownership: 2.01% → 1.52% (-0.49%)

21% less capital invested

Capital invested by funds: $339M → $268M (-$71.2M)

Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
67
Reduced
30
Closed
13
Calls
$457K
Puts
$138K
Net Calls
+$319K
Net Calls Change
+$183K

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$8.39M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.43M
3
BlackRock
BlackRock
New York
+$1.14M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$1.05M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$725K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$76.3M
2
Bank of America
Bank of America
North Carolina
-$21.1M
3
Millennium Management
Millennium Management
New York
-$2.82M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.03M
5
JP Morgan Chase
JP Morgan Chase
New York
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.27M +$336K +8,734 +39%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.18M +$598K +15,547 +115%
JIR
28
James Investment Research
Ohio
$1.16M -$88.2K -2,292 -7%
US Bancorp
29
US Bancorp
Minnesota
$1.12M -$21.1K -548 -2%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$1.09M +$104K +2,694 +11%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$931K -$17.7K -460 -2%
S
32
SignatureFD
Georgia
$833K +$27.6K +718 +4%
FTDI
33
First Trust Direct Indexing
Massachusetts
$789K -$150K -3,899 -17%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$748K -$34.7K -902 -5%
WT
35
Whittier Trust
California
$732K +$193K +5,010 +38%
UBS Group
36
UBS Group
Switzerland
$697K -$137K -3,549 -17%
CAM
37
Cresset Asset Management
Illinois
$676K +$119K +3,085 +23%
LPL Financial
38
LPL Financial
California
$666K +$367K +9,551 +138%
QCG
39
Quadrant Capital Group
Ohio
$641K +$21.2K +550 +4%
DCM
40
DGS Capital Management
New Jersey
$636K +$177K +4,613 +42%
Millennium Management
41
Millennium Management
New York
$633K -$2.82M -73,256 -82%
Corient Private Wealth
42
Corient Private Wealth
Florida
$604K +$12.8K +332 +2%
MYIA
43
Mount Yale Investment Advisors
Colorado
$597K +$93.3K +2,426 +20%
MA
44
Mutual Advisors
Nebraska
$558K -$15.4K -400 -3%
CGL
45
Clarius Group LLC
Washington
$554K -$34.3K -892 -6%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$553K +$282K +7,334 +116%
State Street
47
State Street
Massachusetts
$524K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$504K +$227K +5,896 +90%
YMRC
49
Yorktown Management & Research Company
Virginia
$498K – – –
SFA
50
Sequoia Financial Advisors
Ohio
$495K -$1.35K -35 -0.3%
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3 4 5

JHX Hedge Fund Activity: Q1 2024 in Review

135 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2024, worth a combined $268M — down 21% from $339M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JHX positions and 13 closed out — a net gain of 8 holders — while 67 added to existing stakes and 30 trimmed.

The largest buyer was Jennison Associates, adding an estimated $8.39M. The largest seller was Morgan Stanley, cutting an estimated $76.3M.

  • 135 institutional investors held James Hardie Industries (JHX) as of Q1 2024, up from 128 in Q4 2023.
  • Funds reported $268M of James Hardie Industries stock for Q1 2024, down 21% quarter-over-quarter.
  • 21 funds opened new James Hardie Industries positions in Q1 2024 and 13 closed out, a net change of +8 holders.
  • The largest James Hardie Industries buyer in Q1 2024 was Jennison Associates, an estimated $8.39M added.
  • The largest James Hardie Industries seller in Q1 2024 was Morgan Stanley, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2024.