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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.62M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$900K |
| 3 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$814K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$747K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.78M |
| 2 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
-$1.87M |
| 3 |
BlackRock
New York
|
-$1.01M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$771K |
| 5 |
CIC
Chase Investment Counsel
Charlottesville,
Virginia
|
-$674K |
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.