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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
Geode Capital Management
101
Geode Capital Management
Massachusetts
– -$415K -10,219 Closed
Cerity Partners
102
Cerity Partners
New York
– -$378K -9,319 Closed
RJA
103
Raymond James & Associates
Florida
– -$320K -7,860 Closed
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
– -$263K -6,544 Closed
FFM
105
Forum Financial Management
Illinois
– -$260K -6,392 Closed
Creative Planning
106
Creative Planning
Kansas
– -$259K -6,356 Closed
SRC
107
Sage Rhino Capital
California
– -$235K -5,772 Closed
ISWM
108
Independent Solutions Wealth Management
New York
– -$224K -5,517 Closed
Franklin Resources
109
Franklin Resources
California
– -$200K -4,919 Closed
EI
110
Ellevest Inc
New York
– -$58K -1,425 Closed
EVM
111
Eaton Vance Management
Massachusetts
– -$28K -685 Closed
JWM
112
Janiczek Wealth Management
Colorado
– -$11K -270 Closed
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -182 Closed
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$7.12K -175 Closed
RWA
115
RGT Wealth Advisors
Texas
– -$3K -76 Closed
SCA
116
Snowden Capital Advisors
New York
– -$1K -42 Closed
FHA
117
First Horizon Advisors
Tennessee
– +$237 +7 +100%
CTC
118
Central Trust Company
Missouri
– +$780 +23 New
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.