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James Hardie Industries

82 hedge funds and large institutions have $95.7M invested in James Hardie Industries in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 1.24%1.21% (-0.03%)

8% less funds holding

Funds holding: 8982 (-7)

13% less capital invested

Capital invested by funds: $109M → $95.7M (-$13.7M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

54% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 41

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.8M -$4.82M -240,319 -12%
Goldman Sachs
2
Goldman Sachs
New York
$12.4M -$2.47M -122,964 -15%
BlackRock
3
BlackRock
New York
$11.8M -$2.05M -102,478 -13%
CGH
4
Crossmark Global Holdings
Texas
$7.78M +$7.83M +390,431 +906%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.28M -$916K -45,700 -16%
Northern Trust
6
Northern Trust
Illinois
$3.41M -$527K -26,286 -12%
Jane Street
7
Jane Street
New York
$2.7M -$120K -5,993 -4%
Millennium Management
8
Millennium Management
New York
$2.56M +$2.63M +131,346 +1,185%
Citadel Advisors
9
Citadel Advisors
Florida
$1.66M +$1.04M +51,807 +128%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$1.62M +$529K +26,378 +41%
Marshall Wace
11
Marshall Wace
United Kingdom
$1.4M +$656K +32,695 +72%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.32M -$425K -21,215 -22%
Bank of America
13
Bank of America
North Carolina
$846K -$47.6K -2,375 -5%
OMC
14
Old Mission Capital
Illinois
$752K -$869K -43,364 -51%
Stifel Financial
15
Stifel Financial
Missouri
$566K +$632K +31,526 New
LNWWM
16
Laird Norton Wetherby Wealth Management
California
$563K -$60.6K -3,022 -9%
US Bancorp
17
US Bancorp
Minnesota
$560K -$26.4K -1,315 -4%
JIR
18
James Investment Research
Ohio
$495K +$339K +16,884 +158%
FC
19
FCA Corp
Texas
$449K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$444K -$1.2K -60 -0.2%
EI
21
Ethic Inc
New York
$443K -$33.9K -1,691 -6%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$401K -$48.9K -2,440 -10%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$393K +$11.7K +582 +3%
Mariner
24
Mariner
Kansas
$390K -$273K -13,613 -39%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$382K -$913K -45,537 -68%

JHX Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2022, worth a combined $95.7M — down 13% from $109M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of JHX and 12 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 19 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $7.83M. The largest seller was Morgan Stanley, cutting an estimated $4.82M.

  • 82 institutional investors held James Hardie Industries (JHX) as of Q4 2022, down from 89 in Q3 2022.
  • Funds reported $95.7M of James Hardie Industries stock for Q4 2022, down 13% quarter-over-quarter.
  • 12 funds opened new James Hardie Industries positions in Q4 2022 and 18 closed out, a net change of -6 holders.
  • The largest James Hardie Industries buyer in Q4 2022 was Crossmark Global Holdings, an estimated $7.83M added.
  • The largest James Hardie Industries seller in Q4 2022 was Morgan Stanley, an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2022.