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James Hardie Industries

53 hedge funds and large institutions have $39.3M invested in James Hardie Industries in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

18% more funds holding

Funds holding: 4553 (+8)

0.33% less ownership

Funds ownership: 0.84%0.51% (-0.33%)

24% less capital invested

Capital invested by funds: $52M → $39.3M (-$12.7M)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$12.3M -$1.01M -64,368 -8%
Northern Trust
2
Northern Trust
Illinois
$6.95M +$774K +49,413 +14%
AG
3
Aperio Group
California
$4.95M +$859K +54,811 +24%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.49M +$589K +37,633 +17%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.25M
Goldman Sachs
6
Goldman Sachs
New York
$1.17M +$401K +25,601 +62%
CGH
7
Crossmark Global Holdings
Texas
$1.12M +$11.6K +738 +1%
UBS Group
8
UBS Group
Switzerland
$965K +$4.32K +276 +0.5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$730K -$143K -9,101 -18%
Principal Financial Group
10
Principal Financial Group
Iowa
$642K
Wells Fargo
11
Wells Fargo
California
$570K +$86.6K +5,531 +21%
WAM
12
World Asset Management
Michigan
$439K -$15.3K -975 -4%
Comerica Bank
13
Comerica Bank
Texas
$411K
LNWWM
14
Laird Norton Wetherby Wealth Management
California
$410K +$15.4K +981 +4%
Invesco
15
Invesco
Georgia
$370K +$329K +21,034 New
BAC
16
Boys Arnold & Co
North Carolina
$264K
State Street
17
State Street
Massachusetts
$262K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$245K -$4.12M -262,965 -95%
Jane Street
19
Jane Street
New York
$244K +$217K +13,841 New
US Bancorp
20
US Bancorp
Minnesota
$224K +$81.4K +5,198 +69%
Bank of America
21
Bank of America
North Carolina
$198K +$56.3K +3,597 +47%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$184K -$20.3M -1,294,069 -99%
H
23
Hexavest
Quebec, Canada
$156K +$139K +8,886 New
Morgan Stanley
24
Morgan Stanley
New York
$124K -$7.58K -484 -6%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$115K -$345 -22 -0.3%

JHX Hedge Fund Activity: Q4 2017 in Review

53 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2017, worth a combined $39.3M — down 24% from $52M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JHX positions and 3 closed out — a net gain of 8 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Aperio Group, adding an estimated $859K. The largest seller was Hardman Johnston Global Advisors, cutting an estimated $20.3M.

  • 53 institutional investors held James Hardie Industries (JHX) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $39.3M of James Hardie Industries stock for Q4 2017, down 24% quarter-over-quarter.
  • 11 funds opened new James Hardie Industries positions in Q4 2017 and 3 closed out, a net change of +8 holders.
  • The largest James Hardie Industries buyer in Q4 2017 was Aperio Group, an estimated $859K added.
  • The largest James Hardie Industries seller in Q4 2017 was Hardman Johnston Global Advisors, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2017.