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James Hardie Industries

53 hedge funds and large institutions have $29.5M invested in James Hardie Industries in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

0% more ownership

Funds ownership: 0.57%0.57% (+0%)

5% less funds holding

Funds holding: 5653 (-3)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

23% less capital invested

Capital invested by funds: $38.5M → $29.5M (-$9M)

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
12
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$10.6M +$1.45M +116,811 +15%
Northern Trust
2
Northern Trust
Illinois
$4.33M -$709K -57,085 -13%
AG
3
Aperio Group
California
$3.65M +$578K +46,530 +18%
Renaissance Technologies
4
Renaissance Technologies
New York
$3.57M +$85.7K +6,900 +2%
Goldman Sachs
5
Goldman Sachs
New York
$1.51M +$659K +53,018 +70%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$829K -$9.21K -741 -1%
CGH
7
Crossmark Global Holdings
Texas
$580K -$21.5K -1,727 -3%
State Street
8
State Street
Massachusetts
$570K +$189K +15,200 +46%
Principal Financial Group
9
Principal Financial Group
Iowa
$376K +$24.8K +2,000 +7%
Invesco
10
Invesco
Georgia
$363K +$87 +7 +0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$334K +$73K +5,873 +26%
LNWWM
12
Laird Norton Wetherby Wealth Management
California
$310K +$35.8K +2,881 +12%
FC
13
FCA Corp
Texas
$294K
Comerica Bank
14
Comerica Bank
Texas
$280K +$3.75K +302 +1%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$232K +$84.5K +6,800 +45%
Bank of America
16
Bank of America
North Carolina
$179K +$48.4K +3,898 +34%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$175K -$11.9K -959 -6%
BAC
18
Boys Arnold & Co
North Carolina
$163K
Wells Fargo
19
Wells Fargo
California
$150K -$57.3K -4,613 -26%
Ameriprise
20
Ameriprise
Minnesota
$144K +$153K +12,285 New
US Bancorp
21
US Bancorp
Minnesota
$138K +$14K +1,128 +11%
UBS Group
22
UBS Group
Switzerland
$129K -$495K -39,864 -78%
QCG
23
Quadrant Capital Group
Ohio
$109K +$112K +9,048 +1,214%
Citigroup
24
Citigroup
New York
$83K +$35.6K +2,862 +68%
Morgan Stanley
25
Morgan Stanley
New York
$70K -$6.21K -500 -8%

JHX Hedge Fund Activity: Q4 2018 in Review

53 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2018, worth a combined $29.5M — down 23% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of JHX and 12 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 23 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.45M. The largest seller was Jane Street, exiting entirely with an estimated $1.97M sold.

  • 53 institutional investors held James Hardie Industries (JHX) as of Q4 2018, down from 56 in Q3 2018.
  • Funds reported $29.5M of James Hardie Industries stock for Q4 2018, down 23% quarter-over-quarter.
  • 12 funds opened new James Hardie Industries positions in Q4 2018 and 14 closed out, a net change of -2 holders.
  • The largest James Hardie Industries buyer in Q4 2018 was Parametric Portfolio Associates, an estimated $1.45M added.
  • The largest James Hardie Industries seller in Q4 2018 was Jane Street, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2018.