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James Hardie Industries
JHX

46 hedge funds and large institutions have $49.9M invested in James Hardie Industries in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

0.03% less ownership

Funds ownership: 0.74% → 0.72% (-0.03%)

4% less capital invested

Capital invested by funds: $52M → $49.9M (-$2.05M)

10% less funds holding

Funds holding: 51 → 46 (-5)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
19
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$3.01M
2
EAM
Edge Asset Management
Washington
+$99.2K
3
AIM
Acrospire Investment Management
Illinois
+$44.8K
4
Goldman Sachs
Goldman Sachs
New York
+$42K
5
US Bancorp
US Bancorp
Minnesota
+$32.9K

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$3.46M
2
EAM
Evanson Asset Management
California
-$795K
3
Northern Trust
Northern Trust
Illinois
-$118K
4
HJGA
Hardman Johnston Global Advisors
Connecticut
-$66.8K
5
ZB
Zions Bancorporation
Utah
-$8.31K
Name Holding Trade Value Shares
Change 		Change in
Stake
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$15.1M -$66.8K -4,330 -0.5%
PPA
2
Parametric Portfolio Associates
Washington
$12.6M +$3.01M +194,844 +32%
Northern Trust
3
Northern Trust
Illinois
$5.49M -$118K -7,640 -2%
AG
4
Aperio Group
California
$3.05M +$12.3K +796 +0.4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$2.94M -$1.85K -120 -0.1%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.87M +$9.26K +600 +0.3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.22M +$26.4K +1,709 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.13M +$4.58K +297 +0.4%
CAM
9
Capstone Asset Management
Texas
$843K +$26.1K +1,690 +3%
EAM
10
Edge Asset Management
Washington
$576K +$99.2K +6,434 +21%
Goldman Sachs
11
Goldman Sachs
New York
$566K +$42K +2,720 +8%
WAM
12
World Asset Management
Michigan
$435K +$4.61K +299 +1%
Comerica Bank
13
Comerica Bank
Texas
$426K +$5.32K +345 +1%
FC
14
FCA Corp
Texas
$395K – – –
LNWWM
15
Laird Norton Wetherby Wealth Management
California
$336K +$6.89K +447 +2%
BAC
16
Boys Arnold & Co
North Carolina
$237K – – –
PAG
17
Private Advisor Group
New Jersey
$237K +$879 +57 +0.4%
State Street
18
State Street
Massachusetts
$236K -$2.5K -162 -1%
Wells Fargo
19
Wells Fargo
California
$207K -$2.82K -183 -1%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$146K -$7.2K -467 -5%
US Bancorp
21
US Bancorp
Minnesota
$133K +$32.9K +2,130 +34%
Morgan Stanley
22
Morgan Stanley
New York
$122K +$21.1K +1,365 +21%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$109K +$1.76K +114 +2%
UBS Group
24
UBS Group
Switzerland
$72K -$787 -51 -1%
Bank of America
25
Bank of America
North Carolina
$58K +$10.8K +700 +24%
1
2

JHX Hedge Fund Activity: Q1 2017 in Review

46 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2017, worth a combined $49.9M — down 3.9% from $52M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JHX and 1 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.01M. The largest seller was Macquarie Group, exiting entirely with an estimated $3.46M sold.

  • 46 institutional investors held James Hardie Industries (JHX) as of Q1 2017, down from 51 in Q4 2016.
  • Funds reported $49.9M of James Hardie Industries stock for Q1 2017, down 3.9% quarter-over-quarter.
  • 1 fund opened new James Hardie Industries positions in Q1 2017 and 5 closed out, a net change of -4 holders.
  • The largest James Hardie Industries buyer in Q1 2017 was Parametric Portfolio Associates, an estimated $3.01M added.
  • The largest James Hardie Industries seller in Q1 2017 was Macquarie Group, an estimated $3.46M sold.

Based on aggregated 13F filings for Q1 2017.