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James Hardie Industries

52 hedge funds and large institutions have $37M invested in James Hardie Industries in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $29.5M → $37M (+$7.5M)

0.08% more ownership

Funds ownership: 0.57%0.65% (+0.08%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

2% less funds holding

Funds holding: 5352 (-1)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$13.5M +$1.78M +148,167 +16%
Northern Trust
2
Northern Trust
Illinois
$5.45M +$665K +55,249 +15%
Renaissance Technologies
3
Renaissance Technologies
New York
$4.04M +$121K +10,100 +3%
AG
4
Aperio Group
California
$3.93M -$68.4K -5,688 -2%
Goldman Sachs
5
Goldman Sachs
New York
$3.38M +$1.61M +134,079 +104%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$877K -$30.1K -2,500 -4%
CGH
7
Crossmark Global Holdings
Texas
$604K -$29.5K -2,454 -5%
Principal Financial Group
8
Principal Financial Group
Iowa
$489K +$72.2K +6,000 +19%
Jane Street
9
Jane Street
New York
$444K +$415K +34,466 New
State Street
10
State Street
Massachusetts
$392K -$214K -17,755 -37%
Invesco
11
Invesco
Georgia
$368K -$27.7K -2,306 -7%
FC
12
FCA Corp
Texas
$322K
Comerica Bank
13
Comerica Bank
Texas
$321K -$21.3K -1,772 -7%
LNWWM
14
Laird Norton Wetherby Wealth Management
California
$319K -$19.6K -1,631 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$248K -$110K -9,110 -32%
Bank of America
16
Bank of America
North Carolina
$233K +$34.4K +2,857 +19%
QCG
17
Quadrant Capital Group
Ohio
$222K +$95.5K +7,938 +81%
US Bancorp
18
US Bancorp
Minnesota
$194K +$40.4K +3,359 +29%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$193K -$81.1K -6,740 -31%
BAC
20
Boys Arnold & Co
North Carolina
$193K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$188K -$4.41K -367 -2%
Wells Fargo
22
Wells Fargo
California
$168K +$3.08K +256 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$142K +$110K +9,132 +495%
Ameriprise
24
Ameriprise
Minnesota
$130K -$26.4K -2,195 -18%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$106K +$28.3K +2,350 +40%

JHX Hedge Fund Activity: Q1 2019 in Review

52 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2019, worth a combined $37M — up 25% from $29.5M a quarter earlier.

Fund positioning in JHX was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 20 added to existing stakes and 21 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.78M. The largest seller was State Street, cutting an estimated $214K.

  • 52 institutional investors held James Hardie Industries (JHX) as of Q1 2019, down from 53 in Q4 2018.
  • Funds reported $37M of James Hardie Industries stock for Q1 2019, up 25% quarter-over-quarter.
  • 5 funds opened new James Hardie Industries positions in Q1 2019 and 5 closed out, a net change of 0 holders.
  • The largest James Hardie Industries buyer in Q1 2019 was Parametric Portfolio Associates, an estimated $1.78M added.
  • The largest James Hardie Industries seller in Q1 2019 was State Street, an estimated $214K sold.

Based on aggregated 13F filings for Q1 2019.