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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
35
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.62M
2
OMC
Old Mission Capital
Illinois
+$900K
3
AWA
Aaron Wealth Advisors
Illinois
+$814K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$747K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$437K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.78M
2
CWM
Calamos Wealth Management
Illinois
-$1.87M
3
BlackRock
BlackRock
New York
-$1.01M
4
PPA
Parametric Portfolio Associates
Washington
-$771K
5
CIC
Chase Investment Counsel
Virginia
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$14K -$48.3K -1,424 -76%
GWS
77
Glassman Wealth Services
Virginia
$14K -$2.34K -69 -13%
AssetMark Inc
78
AssetMark Inc
California
$14K +$13.3K +391 +652%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$12K – – –
DC
80
DeDora Capital
California
$11K +$12.1K +358 New
EWA
81
EverSource Wealth Advisors
Alabama
$9K +$1.22K +36 +15%
TRCT
82
Tower Research Capital (TRC)
New York
$9K +$9.22K +272 +971%
AP
83
Arlington Partners
Alabama
$7K -$4K -118 -32%
EW
84
Evoke Wealth
California
$6K – – –
LWP
85
Laurel Wealth Planning
Minnesota
$5K – – –
CCA
86
Column Capital Advisors
Indiana
$4K – – –
JWA
87
JFS Wealth Advisors
Pennsylvania
$4K +$3.59K +106 +265%
T
88
TCWP
Ohio
$4K +$5.25K +155 New
FAG
89
Fortitude Advisory Group
Washington
$3K – – –
AF
90
Advisornet Financial
Minnesota
$2K – – –
BBHC
91
Brown Brothers Harriman & Co
New York
$2K – – –
GRP
92
Global Retirement Partners
California
$2K +$2.85K +84 New
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$1.9K – – –
AA
94
Addison Advisors
Vermont
$1K – – –
DHGWA
95
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K – – –
PFS
96
Prospera Financial Services
Texas
$1K +$576 +17 New
APA
97
American Portfolios Advisors
New York
$603 -$1.02K -30 -60%
CWM
98
Calamos Wealth Management
Illinois
– -$1.87M -45,990 Closed
CIC
99
Chase Investment Counsel
Virginia
– -$674K -16,588 Closed
NA
100
NewEdge Advisors
Louisiana
– -$585K -14,382 Closed
1 2 3
4
5

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.