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James Hardie Industries

55 hedge funds and large institutions have $42.4M invested in James Hardie Industries in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $39.3M → $42.4M (+$3.02M)

4% more funds holding

Funds holding: 5355 (+2)

0.03% more ownership

Funds ownership: 0.51%0.54% (+0.03%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$13.7M +$1.22M +68,974 +10%
Northern Trust
2
Northern Trust
Illinois
$7.24M +$189K +10,692 +3%
AG
3
Aperio Group
California
$5.01M -$14.3K -810 -0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.83M +$266K +15,000 +6%
Goldman Sachs
5
Goldman Sachs
New York
$1.36M +$163K +9,190 +14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.28M +$5.12K +289 +0.4%
UBS Group
7
UBS Group
Switzerland
$1.07M +$92.1K +5,204 +9%
CGH
8
Crossmark Global Holdings
Texas
$1.03M -$113K -6,372 -10%
Principal Financial Group
9
Principal Financial Group
Iowa
$651K
State Street
10
State Street
Massachusetts
$591K +$320K +18,100 +121%
Invesco
11
Invesco
Georgia
$576K +$198K +11,181 +53%
Wells Fargo
12
Wells Fargo
California
$571K -$7.42K -419 -1%
FC
13
FCA Corp
Texas
$447K +$443K +25,000 New
Comerica Bank
14
Comerica Bank
Texas
$445K +$5.12K +289 +1%
LNWWM
15
Laird Norton Wetherby Wealth Management
California
$422K +$4.78K +270 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$419K -$318K -17,990 -43%
WAM
17
World Asset Management
Michigan
$313K -$131K -7,391 -30%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$281K +$29.9K +1,692 +12%
BAC
19
Boys Arnold & Co
North Carolina
$274K
US Bancorp
20
US Bancorp
Minnesota
$234K +$6.39K +361 +3%
Bank of America
21
Bank of America
North Carolina
$227K +$25.9K +1,465 +13%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$187K
Jane Street
23
Jane Street
New York
$180K -$66.9K -3,779 -27%
H
24
Hexavest
Quebec, Canada
$159K
JCM
25
Jacobi Capital Management
Pennsylvania
$137K +$48.7K +2,752 +54%

JHX Hedge Fund Activity: Q1 2018 in Review

55 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2018, worth a combined $42.4M — up 7.7% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JHX positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.22M. The largest seller was Bank of New York Mellon, cutting an estimated $318K.

  • 55 institutional investors held James Hardie Industries (JHX) as of Q1 2018, up from 53 in Q4 2017.
  • Funds reported $42.4M of James Hardie Industries stock for Q1 2018, up 7.7% quarter-over-quarter.
  • 8 funds opened new James Hardie Industries positions in Q1 2018 and 6 closed out, a net change of +2 holders.
  • The largest James Hardie Industries buyer in Q1 2018 was Parametric Portfolio Associates, an estimated $1.22M added.
  • The largest James Hardie Industries seller in Q1 2018 was Bank of New York Mellon, an estimated $318K sold.

Based on aggregated 13F filings for Q1 2018.