We are live on ! Find out more
JHX icon

James Hardie Industries
JHX

38 hedge funds and large institutions have $54.7M invested in James Hardie Industries in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 36 → 38 (+2)

0.15% less ownership

Funds ownership: 1.07% → 0.92% (-0.15%)

2% less capital invested

Capital invested by funds: $55.7M → $54.7M (-$1.02M)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$1.04M
2
M&T Bank
M&T Bank
New York
+$469K
3
AG
Aperio Group
California
+$443K
4
CIM
Calvert Investment Management
Maryland
+$339K
5
JP Morgan Chase
JP Morgan Chase
New York
+$339K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11M
2
Jane Street
Jane Street
New York
-$1.34M
3
FC
FCA Corp
Texas
-$289K
4
Lazard Asset Management
Lazard Asset Management
New York
-$38K
5
ZB
Zions Bancorporation
Utah
-$17K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.9M -$11M -867,050 -25%
PPA
2
Parametric Portfolio Associates
Washington
$4.49M +$1.04M +81,855 +32%
AG
3
Aperio Group
California
$3.01M +$443K +34,910 +18%
Northern Trust
4
Northern Trust
Illinois
$2.05M +$204K +16,090 +12%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.18M +$69.7K +5,500 +7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.16M – – –
CAM
7
Capstone Asset Management
Texas
$1.07M +$10.1K +800 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$932K – – –
Lazard Asset Management
9
Lazard Asset Management
New York
$742K -$38K -3,000 -5%
CIM
10
Calvert Investment Management
Maryland
$732K +$339K +26,740 +94%
EAM
11
Evanson Asset Management
California
$663K – – –
Comerica Bank
12
Comerica Bank
Texas
$626K +$318K +25,100 +114%
JP Morgan Chase
13
JP Morgan Chase
New York
$614K +$339K +26,720 +137%
M&T Bank
14
M&T Bank
New York
$491K +$469K +37,000 New
Goldman Sachs
15
Goldman Sachs
New York
$349K +$77.7K +6,130 +30%
UBS Group
16
UBS Group
Switzerland
$328K +$239K +18,850 +320%
Morgan Stanley
17
Morgan Stanley
New York
$292K +$233K +18,395 +503%
WAM
18
World Asset Management
Michigan
$283K -$16.5K -1,300 -6%
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$257K +$21.6K +1,700 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$173K +$166K +13,060 New
RCM
21
Riverhead Capital Management
Delaware
$106K – – –
Wells Fargo
22
Wells Fargo
California
$79K +$61.8K +4,875 +447%
US Bancorp
23
US Bancorp
Minnesota
$77K +$20.9K +1,645 +40%
Citigroup
24
Citigroup
New York
$48K +$12.6K +990 +38%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$18K – – –
1
2

JHX Hedge Fund Activity: Q2 2015 in Review

38 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q2 2015, worth a combined $54.7M — down 1.8% from $55.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHX positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.04M. The largest seller was Fidelity Investments, cutting an estimated $11M.

  • 38 institutional investors held James Hardie Industries (JHX) as of Q2 2015, up from 36 in Q1 2015.
  • Funds reported $54.7M of James Hardie Industries stock for Q2 2015, down 1.8% quarter-over-quarter.
  • 7 funds opened new James Hardie Industries positions in Q2 2015 and 4 closed out, a net change of +3 holders.
  • The largest James Hardie Industries buyer in Q2 2015 was Parametric Portfolio Associates, an estimated $1.04M added.
  • The largest James Hardie Industries seller in Q2 2015 was Fidelity Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2015.