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James Hardie Industries

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: 128135 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$487K -$4.38K -114 -0.9%
OPS
52
Orion Portfolio Solutions
Nebraska
$487K -$4.38K -114 -0.9%
BL
53
Balentine LLC
Georgia
$460K +$5.38K +140 +1%
SC
54
Syon Capital
California
$455K -$413K -10,739 -49%
LSAG
55
Lake Street Advisors Group
New Hampshire
$451K +$1.81K +47 +0.4%
GT
56
Greenleaf Trust
Michigan
$405K +$1K +26 +0.3%
BFG
57
Bleakley Financial Group
New Jersey
$400K -$86.1K -2,237 -18%
SW
58
Simplicity Wealth
New Jersey
$399K +$379K +9,856 New
EAM
59
Eagle Asset Management
Florida
$393K -$3.62K -94 -0.9%
DWT
60
Dorsey & Whitney Trust
South Dakota
$375K +$3.35K +87 +0.9%
SEI Investments
61
SEI Investments
Pennsylvania
$375K +$356K +9,260 New
UCFA
62
United Capital Financial Advisors
Texas
$366K +$654 +17 +0.2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$359K +$29.2K +758 +9%
BP
64
Ballentine Partners
Massachusetts
$349K +$28.3K +735 +9%
SCM
65
Shelton Capital Management
Colorado
$347K +$330K +8,566 New
Franklin Resources
66
Franklin Resources
California
$337K +$2.5K +65 +0.8%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$335K +$2.35K +61 +0.7%
AWA
68
Aaron Wealth Advisors
Illinois
$321K +$83.2K +2,163 +37%
RJA
69
Raymond James & Associates
Florida
$307K +$20.4K +531 +8%
YCM
70
Yousif Capital Management
Michigan
$277K
BCM
71
Barometer Capital Management
Ontario, Canada
$274K +$187K +4,852 +157%
ECM
72
Evergreen Capital Management
Washington
$248K +$8.04K +209 +4%
Ameriprise
73
Ameriprise
Minnesota
$243K -$15.8K -412 -6%
SRC
74
Sage Rhino Capital
California
$243K +$1.15K +30 +0.5%
WFI
75
West Family Investments
California
$236K

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.