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James Hardie Industries

76 hedge funds and large institutions have $140M invested in James Hardie Industries in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

46% more capital invested

Capital invested by funds: $95.7M → $140M (+$44.1M)

0.25% more ownership

Funds ownership: 1.21%1.46% (+0.25%)

7% less funds holding

Funds holding: 8276 (-6)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
22
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.8M +$3.17M +149,747 +8%
Bank of America
2
Bank of America
North Carolina
$25.1M +$23.6M +1,114,023 +2,364%
Goldman Sachs
3
Goldman Sachs
New York
$19M +$3.93M +185,511 +27%
BlackRock
4
BlackRock
New York
$15.8M +$1.51M +71,115 +11%
CGH
5
Crossmark Global Holdings
Texas
$9.27M -$116K -5,495 -1%
Northern Trust
6
Northern Trust
Illinois
$4.57M +$445K +21,007 +11%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.11M -$1.03M -48,600 -20%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.18M +$570K +26,874 +36%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.49M -$24.4K -1,150 -2%
LNWWM
10
Laird Norton Wetherby Wealth Management
California
$763K +$81.5K +3,846 +12%
US Bancorp
11
US Bancorp
Minnesota
$752K +$74.2K +3,498 +11%
Mariner
12
Mariner
Kansas
$739K +$263K +12,397 +57%
EI
13
Ethic Inc
New York
$701K +$164K +7,714 +31%
Citadel Advisors
14
Citadel Advisors
Florida
$689K -$1.28M -60,510 -66%
Stifel Financial
15
Stifel Financial
Missouri
$687K +$4.47K +211 +0.7%
Marshall Wace
16
Marshall Wace
United Kingdom
$687K -$979K -46,199 -59%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$678K +$139K +6,554 +26%
Creative Planning
18
Creative Planning
Kansas
$648K +$354K +16,703 +126%
JIR
19
James Investment Research
Ohio
$646K +$47.3K +2,232 +8%
Jane Street
20
Jane Street
New York
$633K -$2.58M -121,531 -81%
FC
21
FCA Corp
Texas
$541K
VPIM
22
Vanguard Personalized Indexing Management
California
$534K +$141K +6,654 +37%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$526K +$41.4K +1,953 +9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$484K +$9.86K +465 +2%
Cerity Partners
25
Cerity Partners
New York
$464K +$181K +8,562 +67%

JHX Hedge Fund Activity: Q1 2023 in Review

76 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q1 2023, worth a combined $140M — up 46% from $95.7M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JHX and 10 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 34 added.

The largest buyer was Bank of America, adding an estimated $23.6M. The largest seller was Jane Street, cutting an estimated $2.58M.

  • 76 institutional investors held James Hardie Industries (JHX) as of Q1 2023, down from 82 in Q4 2022.
  • Funds reported $140M of James Hardie Industries stock for Q1 2023, up 46% quarter-over-quarter.
  • 10 funds opened new James Hardie Industries positions in Q1 2023 and 16 closed out, a net change of -6 holders.
  • The largest James Hardie Industries buyer in Q1 2023 was Bank of America, an estimated $23.6M added.
  • The largest James Hardie Industries seller in Q1 2023 was Jane Street, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2023.