James Hardie Industries
JHX
56 hedge funds and large institutions have $53.1M invested in James Hardie Industries in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
6% more funds holding
Funds holding: 53 → 56 (+3)
0.21% more ownership
Funds ownership: 0.79% → 1% (+0.21%)
23% less capital invested
Capital invested by funds: $69M → $53.1M (-$15.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.99M |
| 2 |
Goldman Sachs
New York
|
+$4.48M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
+$3.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.14M |
| 5 |
D.E. Shaw & Co
New York
|
+$873K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$385K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$196K |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$146K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$102K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$51.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPCW
51
TD Private Client Wealth
New York
| $671 | +$493 | +27 | +93% |
|
|
EW
52
Evoke Wealth
Los Angeles,
California
| $147 | – | – | – |
|
|
53
Ameriprise
Minneapolis,
Minnesota
| – | -$196K | -10,000 | Closed |
|
|
BWA
54
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$20K | -1,000 | Closed |
|
|
OSAM
55
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$8K | -391 | Closed |
|
|
EWA
56
Evolution Wealth Advisors
Aventura,
Florida
| – | -$6K | -326 | Closed |
|
|
GAM
57
Gemmer Asset Management
Walnut Creek,
California
| – | -$3K | -152 | Closed |
|
|
WCM
58
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -104 | Closed |
|
|
FGAM
59
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$20K | -6 | Closed |
|
|
HS
60
Horan Securities
Cincinnati,
United States
| – | +$274 | +15 | New |
|
|
GWS
61
Glassman Wealth Services
Vienna,
Virginia
| – | +$420 | +23 | +177% |
|
|
WT
62
Whittier Trust
South Pasadena,
California
| – | +$621 | +34 | New |
|
JHX Hedge Fund Activity: Q1 2020 in Review
56 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2020, worth a combined $53.1M — down 23% from $69M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JHX positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $4.99M. The largest seller was Northern Trust, cutting an estimated $385K.
- 56 institutional investors held James Hardie Industries (JHX) as of Q1 2020, up from 53 in Q4 2019.
- Funds reported $53.1M of James Hardie Industries stock for Q1 2020, down 23% quarter-over-quarter.
- 12 funds opened new James Hardie Industries positions in Q1 2020 and 7 closed out, a net change of +5 holders.
- The largest James Hardie Industries buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $4.99M added.
- The largest James Hardie Industries seller in Q1 2020 was Northern Trust, an estimated $385K sold.
Based on aggregated 13F filings for Q1 2020.