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James Hardie Industries

50 hedge funds and large institutions have $64M invested in James Hardie Industries in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4950 (+1)

1% more capital invested

Capital invested by funds: $63.6M → $64M (+$442K)

0% less ownership

Funds ownership: 0.93%0.93% (-0%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.6M -$1.78M -109,500 -8%
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$16.1M +$216K +13,270 +1%
PPA
3
Parametric Portfolio Associates
Washington
$7.19M +$257K +15,767 +4%
AG
4
Aperio Group
California
$3.7M -$34.5K -2,119 -0.9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$2.96M -$130K -7,985 -4%
Northern Trust
6
Northern Trust
Illinois
$2.92M +$55.8K +3,427 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.85M +$254K +15,600 +9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.21M -$34.2K -2,099 -3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.17M +$2.33K +143 +0.2%
CGH
10
Crossmark Global Holdings
Texas
$887K +$1.03M +63,067 New
CAM
11
Capstone Asset Management
Texas
$813K +$16.6K +1,020 +2%
EAM
12
Evanson Asset Management
California
$787K
CIM
13
Calvert Investment Management
Maryland
$778K -$80.6K -4,949 -9%
Goldman Sachs
14
Goldman Sachs
New York
$519K +$34.6K +2,122 +7%
WAM
15
World Asset Management
Michigan
$466K +$33.4K +2,050 +7%
FC
16
FCA Corp
Texas
$393K
EAM
17
Edge Asset Management
Washington
$362K +$375K +23,000 New
Comerica Bank
18
Comerica Bank
Texas
$355K -$23.7K -1,454 -6%
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$350K -$1.43K -88 -0.4%
State Street
20
State Street
Massachusetts
$237K +$2.64K +162 +1%
BAC
21
Boys Arnold & Co
North Carolina
$236K
PAG
22
Private Advisor Group
New Jersey
$234K +$34.1K +2,091 +16%
Wells Fargo
23
Wells Fargo
California
$163K -$244 -15 -0.1%
WAM
24
Wealthspire Advisors (Maryland)
Maryland
$161K -$11.7K -720 -7%
Morgan Stanley
25
Morgan Stanley
New York
$127K -$2.66K -163 -2%

JHX Hedge Fund Activity: Q3 2016 in Review

50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q3 2016, worth a combined $64M — up 0.69% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JHX positions and 3 closed out — a net gain of 1 holder — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Edge Asset Management, opening a new position worth an estimated $375K. The largest seller was Fidelity Investments, cutting an estimated $1.78M.

  • 50 institutional investors held James Hardie Industries (JHX) as of Q3 2016, up from 49 in Q2 2016.
  • Funds reported $64M of James Hardie Industries stock for Q3 2016, up 0.69% quarter-over-quarter.
  • 4 funds opened new James Hardie Industries positions in Q3 2016 and 3 closed out, a net change of +1 holder.
  • The largest James Hardie Industries buyer in Q3 2016 was Edge Asset Management, an estimated $375K added.
  • The largest James Hardie Industries seller in Q3 2016 was Fidelity Investments, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2016.