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James Hardie Industries

53 hedge funds and large institutions have $69M invested in James Hardie Industries in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

28% more capital invested

Capital invested by funds: $53.9M → $69M (+$15.1M)

18% more funds holding

Funds holding: 4553 (+8)

0.07% more ownership

Funds ownership: 0.72%0.79% (+0.07%)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$25.3M +$1.51M +81,232 +7%
Northern Trust
2
Northern Trust
Illinois
$9.03M +$156K +8,420 +2%
Goldman Sachs
3
Goldman Sachs
New York
$7.83M +$502K +27,038 +7%
AG
4
Aperio Group
California
$7.36M +$994K +53,575 +17%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.09M +$213K +11,487 +3%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$1.72M +$517K +27,864 +46%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.3M
Citadel Advisors
8
Citadel Advisors
Florida
$830K +$785K +42,280 New
CGH
9
Crossmark Global Holdings
Texas
$768K -$24K -1,293 -3%
Bank of America
10
Bank of America
North Carolina
$689K -$8.89K -479 -1%
Legal & General Group
11
Legal & General Group
United Kingdom
$655K +$265K +14,270 +75%
Principal Financial Group
12
Principal Financial Group
Iowa
$550K -$55.7K -3,000 -10%
LNWWM
13
Laird Norton Wetherby Wealth Management
California
$514K -$18.3K -987 -4%
FC
14
FCA Corp
Texas
$491K
Comerica Bank
15
Comerica Bank
Texas
$491K +$315 +17 +0.1%
Citigroup
16
Citigroup
New York
$458K +$295K +15,894 +216%
QCG
17
Quadrant Capital Group
Ohio
$435K +$92K +4,959 +28%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$357K +$334K +18,000 New
Jane Street
19
Jane Street
New York
$355K +$142K +7,636 +73%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$341K +$11.4K +617 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$326K +$8.63K +465 +3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$318K -$281K -15,118 -48%
US Bancorp
23
US Bancorp
Minnesota
$310K +$3.01K +162 +1%
State Street
24
State Street
Massachusetts
$293K
CIBC World Market
25
CIBC World Market
Ontario, Canada
$241K +$228K +12,280 New

JHX Hedge Fund Activity: Q4 2019 in Review

53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2019, worth a combined $69M — up 28% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JHX positions and 4 closed out — a net gain of 9 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.51M. The largest seller was Fidelity Investments, cutting an estimated $281K.

  • 53 institutional investors held James Hardie Industries (JHX) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $69M of James Hardie Industries stock for Q4 2019, up 28% quarter-over-quarter.
  • 13 funds opened new James Hardie Industries positions in Q4 2019 and 4 closed out, a net change of +9 holders.
  • The largest James Hardie Industries buyer in Q4 2019 was Parametric Portfolio Associates, an estimated $1.51M added.
  • The largest James Hardie Industries seller in Q4 2019 was Fidelity Investments, an estimated $281K sold.

Based on aggregated 13F filings for Q4 2019.