James Hardie Industries
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.51M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
+$994K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$785K |
| 4 |
D.E. Shaw & Co
New York
|
+$517K |
| 5 |
Goldman Sachs
New York
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$281K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$238K |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$55.7K |
| 4 |
JP Morgan Chase
New York
|
-$38.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$24.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$14K | -853 | Closed |
|
|
BL
52
Balentine LLC
Atlanta,
Georgia
| – | -$12K | -708 | Closed |
|
53
Rockefeller Capital Management
New York
| – | -$3K | -171 | Closed |
|
|
QT
54
Quantamental Technologies
White Plains,
New York
| – | -$2K | -100 | Closed |
|
|
PWMG
55
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1.19K | -64 | -77% |
|
|
GWS
56
Glassman Wealth Services
Vienna,
Virginia
| – | +$241 | +13 | New |
|
|
CCA
57
Column Capital Advisors
Indianapolis,
Indiana
| – | +$649 | +35 | New |
|
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.