James Hardie Industries
JHX
83 hedge funds and large institutions have $170M invested in James Hardie Industries in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
35% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 23
19% more capital invested
Capital invested by funds: $143M → $170M (+$27.1M)
15% more funds holding
Funds holding: 72 → 83 (+11)
0.07% more ownership
Funds ownership: 1.05% → 1.12% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$7.86M |
| 2 |
Goldman Sachs
New York
|
+$1.72M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$1.98M |
| 2 |
Morgan Stanley
New York
|
-$1.21M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$671K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$381K |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$294K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPCW
76
TD Private Client Wealth
New York
| $3.04K | -$34 | -1 | -1% |
|
|
JWM
77
Janiczek Wealth Management
Denver,
Colorado
| $2K | +$2.41K | +72 | New |
|
|
AWM
78
Avior Wealth Management
Omaha,
Nebraska
| $1K | – | – | – |
|
|
AA
79
Addison Advisors
Middlebury,
Vermont
| $1K | +$1.04K | +31 | New |
|
|
FHA
80
First Horizon Advisors
Memphis,
Tennessee
| $1K | +$1.41K | +42 | New |
|
|
BBHC
81
Brown Brothers Harriman & Co
New York
| $2 | +$2.31K | +69 | New |
|
|
CS
82
Credit Suisse
Zurich,
Switzerland
| – | -$671K | -21,951 | Closed |
|
|
83
Principal Financial Group
Des Moines,
Iowa
| – | -$294K | -9,600 | Closed |
|
84
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$226K | -7,012 | Closed |
|
85
Creative Planning
Overland Park,
Kansas
| – | -$213K | -6,965 | Closed |
|
|
SPIA
86
Steward Partners Investment Advisory
New York
| – | -$8.82K | -263 | -95% |
|
|
MWP
87
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$5K | -177 | Closed |
|
|
GRP
88
Global Retirement Partners
San Rafael,
California
| – | +$469 | +14 | New |
|
JHX Hedge Fund Activity: Q2 2021 in Review
83 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q2 2021, worth a combined $170M — up 19% from $143M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new JHX positions and 5 closed out — a net gain of 12 holders — while 31 added to existing stakes and 23 trimmed.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $7.86M. The largest seller was Northern Trust, cutting an estimated $1.98M.
- 83 institutional investors held James Hardie Industries (JHX) as of Q2 2021, up from 72 in Q1 2021.
- Funds reported $170M of James Hardie Industries stock for Q2 2021, up 19% quarter-over-quarter.
- 17 funds opened new James Hardie Industries positions in Q2 2021 and 5 closed out, a net change of +12 holders.
- The largest James Hardie Industries buyer in Q2 2021 was Russell Investments Group, an estimated $7.86M added.
- The largest James Hardie Industries seller in Q2 2021 was Northern Trust, an estimated $1.98M sold.
Based on aggregated 13F filings for Q2 2021.