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James Hardie Industries

49 hedge funds and large institutions have $56.8M invested in James Hardie Industries in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.09% less ownership

Funds ownership: 1.03%0.93% (-0.09%)

2% less capital invested

Capital invested by funds: $57.9M → $56.8M (-$1.18M)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$17.7M
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$14M +$2.79M +227,310 +28%
PPA
3
Parametric Portfolio Associates
Washington
$5.75M +$741K +60,457 +17%
AG
4
Aperio Group
California
$3.33M +$231K +18,855 +8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$2.73M +$445K +36,300 +22%
Northern Trust
6
Northern Trust
Illinois
$2.37M -$196K -16,024 -8%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.05M +$69.6K +5,680 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.1M -$83.9K -6,845 -8%
CAM
9
Capstone Asset Management
Texas
$1.08M +$28.3K +2,310 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$999K +$9.25K +755 +1%
CIM
11
Calvert Investment Management
Maryland
$741K
EAM
12
Evanson Asset Management
California
$682K
Jane Street
13
Jane Street
New York
$572K -$2.59M -211,182 -83%
Goldman Sachs
14
Goldman Sachs
New York
$406K +$10.9K +893 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$355K -$24.1K -1,968 -7%
Comerica Bank
16
Comerica Bank
Texas
$349K +$1.08K +88 +0.4%
WAM
17
World Asset Management
Michigan
$347K +$20.9K +1,707 +7%
FC
18
FCA Corp
Texas
$341K
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$301K +$3.23K +264 +1%
Wells Fargo
20
Wells Fargo
California
$284K +$132K +10,749 +106%
State Street
21
State Street
Massachusetts
$203K
OMC
22
Old Mission Capital
Illinois
$180K +$162K +13,193 New
Morgan Stanley
23
Morgan Stanley
New York
$138K -$4.34K -354 -3%
WAM
24
Wealthspire Advisors (Maryland)
Maryland
$123K +$26K +2,120 +31%
CCA
25
Checchi Capital Advisers
California
$108K +$97.1K +7,922 New

JHX Hedge Fund Activity: Q1 2016 in Review

49 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2016, worth a combined $56.8M — down 2% from $57.9M a quarter earlier.

Fund positioning in JHX was balanced in Q1 2016: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 19 trimmed.

The largest buyer was Hardman Johnston Global Advisors, adding an estimated $2.79M. The largest seller was Teachers Retirement System of the State of Kentucky, exiting entirely with an estimated $2.81M sold.

  • 49 institutional investors held James Hardie Industries (JHX) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $56.8M of James Hardie Industries stock for Q1 2016, down 2% quarter-over-quarter.
  • 5 funds opened new James Hardie Industries positions in Q1 2016 and 5 closed out, a net change of 0 holders.
  • The largest James Hardie Industries buyer in Q1 2016 was Hardman Johnston Global Advisors, an estimated $2.79M added.
  • The largest James Hardie Industries seller in Q1 2016 was Teachers Retirement System of the State of Kentucky, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2016.