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James Hardie Industries
JHX

92 hedge funds and large institutions have $178M invested in James Hardie Industries in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $140M → $178M (+$38.1M)

21% more funds holding

Funds holding: 76 → 92 (+16)

0.04% more ownership

Funds ownership: 1.46% → 1.5% (+0.04%)

Holders
92
Holders Change
+16
Holders Change %
+21.05%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
41
Reduced
14
Closed
12
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.87M
2
Goldman Sachs
Goldman Sachs
New York
+$2.4M
3
BlackRock
BlackRock
New York
+$1.11M
4
Bank of America
Bank of America
North Carolina
+$955K
5
Millennium Management
Millennium Management
New York
+$447K

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$9.61M
2
Stifel Financial
Stifel Financial
Missouri
-$687K
3
Jane Street
Jane Street
New York
-$633K
4
Marshall Wace
Marshall Wace
United Kingdom
-$444K
5
CFM
Capricorn Fund Managers
United Kingdom
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
76
Janiczek Wealth Management
Colorado
$6K – – –
JWA
77
JFS Wealth Advisors
Pennsylvania
$5.06K +$1.11K +46 +32%
AF
78
Allworth Financial
California
$3.47K – – –
CCA
79
Column Capital Advisors
Indiana
$3.44K – – –
Bessemer Group
80
Bessemer Group
New Jersey
$3K +$2.27K +94 New
ACM
81
Aquatic Capital Management
Illinois
$3K +$2.41K +100 New
GKIM
82
GW&K Investment Management
Massachusetts
$3K +$2.58K +107 New
BG
83
Bollard Group
Massachusetts
$2K +$1.74K +72 New
TPCW
84
TD Private Client Wealth
New York
$1.99K – – –
PTC
85
Private Trust Company
Ohio
$887 +$797 +33 New
AAP
86
Arax Advisory Partners
Colorado
$780 -$193 -8 -22%
GI
87
Gradient Investments
Minnesota
$753 +$676 +28 New
HI
88
Harbour Investments
Wisconsin
$645 +$579 +24 New
FFA
89
Farther Finance Advisors
California
$565 – – –
AWM
90
Abound Wealth Management
Tennessee
$404 +$362 +15 New
GRP
91
Global Retirement Partners
California
$376 +$338 +14 New
TWD
92
True Wealth Design
Ohio
$350 +$24 +1 +8%
Stifel Financial
93
Stifel Financial
Missouri
– -$687K -31,737 Closed
Jane Street
94
Jane Street
New York
– -$633K -29,244 Closed
CFM
95
Capricorn Fund Managers
United Kingdom
– -$374K -17,290 Closed
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
– -$201K -9,273 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
– -$21.6K -1,000 Closed
AF
98
Advisornet Financial
Minnesota
– -$11.2K -515 Closed
BAM
99
Belpointe Asset Management
Nevada
– -$4.44K -205 Closed
SSC
100
Syverson Strege & Co
Iowa
– -$2.4K -111 Closed
1 2 3
4
5

JHX Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q2 2023, worth a combined $178M — up 27% from $140M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new JHX positions and 12 closed out — a net gain of 16 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.87M. The largest seller was Crossmark Global Holdings, cutting an estimated $9.61M.

  • 92 institutional investors held James Hardie Industries (JHX) as of Q2 2023, up from 76 in Q1 2023.
  • Funds reported $178M of James Hardie Industries stock for Q2 2023, up 27% quarter-over-quarter.
  • 28 funds opened new James Hardie Industries positions in Q2 2023 and 12 closed out, a net change of +16 holders.
  • The largest James Hardie Industries buyer in Q2 2023 was Morgan Stanley, an estimated $4.87M added.
  • The largest James Hardie Industries seller in Q2 2023 was Crossmark Global Holdings, an estimated $9.61M sold.

Based on aggregated 13F filings for Q2 2023.