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James Hardie Industries

56 hedge funds and large institutions have $53.1M invested in James Hardie Industries in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

6% more funds holding

Funds holding: 5356 (+3)

0.21% more ownership

Funds ownership: 0.79%1% (+0.21%)

23% less capital invested

Capital invested by funds: $69M → $53.1M (-$15.9M)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$18.7M +$4.99M +273,181 +21%
Goldman Sachs
2
Goldman Sachs
New York
$7.71M +$4.48M +245,234 +62%
AG
3
Aperio Group
California
$6.52M +$3.1M +169,567 +45%
Northern Trust
4
Northern Trust
Illinois
$5.26M -$385K -21,061 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.79M +$715K +39,113 +11%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$1.54M +$873K +47,791 +54%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$796K
UBS Group
8
UBS Group
Switzerland
$762K +$1.14M +62,255 +4,594%
Bank of America
9
Bank of America
North Carolina
$498K +$118K +6,483 +18%
CGH
10
Crossmark Global Holdings
Texas
$479K +$16.2K +888 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$440K -$102K -5,589 -13%
LNWWM
12
Laird Norton Wetherby Wealth Management
California
$401K +$134K +7,341 +28%
Legal & General Group
13
Legal & General Group
United Kingdom
$398K
Citigroup
14
Citigroup
New York
$346K +$101K +5,520 +24%
FC
15
FCA Corp
Texas
$300K
CS
16
Credit Suisse
Switzerland
$297K +$453K +24,800 New
CWM
17
Calamos Wealth Management
Illinois
$294K +$448K +24,511 New
Jane Street
18
Jane Street
New York
$283K +$102K +5,566 +31%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$260K +$92K +5,036 +30%
Comerica Bank
20
Comerica Bank
Texas
$253K -$15.9K -872 -4%
QCG
21
Quadrant Capital Group
Ohio
$246K -$41.2K -2,255 -10%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$242K +$50.6K +2,771 +16%
Principal Financial Group
23
Principal Financial Group
Iowa
$240K -$146K -8,000 -29%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$212K
Millennium Management
25
Millennium Management
New York
$202K +$308K +16,879 New

JHX Hedge Fund Activity: Q1 2020 in Review

56 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2020, worth a combined $53.1M — down 23% from $69M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JHX positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.99M. The largest seller was Northern Trust, cutting an estimated $385K.

  • 56 institutional investors held James Hardie Industries (JHX) as of Q1 2020, up from 53 in Q4 2019.
  • Funds reported $53.1M of James Hardie Industries stock for Q1 2020, down 23% quarter-over-quarter.
  • 12 funds opened new James Hardie Industries positions in Q1 2020 and 7 closed out, a net change of +5 holders.
  • The largest James Hardie Industries buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $4.99M added.
  • The largest James Hardie Industries seller in Q1 2020 was Northern Trust, an estimated $385K sold.

Based on aggregated 13F filings for Q1 2020.