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James Hardie Industries
JHX

92 hedge funds and large institutions have $168M invested in James Hardie Industries in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 20

0% more funds holding

Funds holding: 92 → 92 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.04% less ownership

Funds ownership: 1.5% → 1.46% (-0.04%)

6% less capital invested

Capital invested by funds: $178M → $168M (-$10.1M)

95% less call options, than puts

Call options by funds: $10K | Put options by funds: $209K

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
49
Reduced
20
Closed
6
Calls
$10K
Puts
$209K
Net Calls
-$199K
Net Calls Change
-$202K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.91M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$665K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$659K
4
Renaissance Technologies
Renaissance Technologies
New York
+$650K
5
EI
Ethic Inc
New York
+$610K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$15.8M
2
Barclays
Barclays
United Kingdom
-$301K
3
Northern Trust
Northern Trust
Illinois
-$260K
4
HC
Henshaw Capital
Massachusetts
-$207K
5
BP
Ballentine Partners
Massachusetts
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.6M +$483K +17,110 +0.8%
Goldman Sachs
2
Goldman Sachs
New York
$26M +$374K +13,225 +1%
BlackRock
3
BlackRock
New York
$20.6M +$257K +9,104 +1%
Bank of America
4
Bank of America
North Carolina
$16.8M -$15.8M -559,092 -47%
Northern Trust
5
Northern Trust
Illinois
$5.39M -$260K -9,211 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.38M +$650K +23,000 +13%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.13M +$111K +3,934 +3%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$3.06M +$2.91M +102,923 +754%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.8M +$12.8K +454 +0.7%
Creative Planning
10
Creative Planning
Kansas
$1.34M +$130K +4,613 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$1.33M +$320K +11,330 +29%
EI
12
Ethic Inc
New York
$1.29M +$610K +21,583 +78%
Millennium Management
13
Millennium Management
New York
$994K +$548K +19,378 +105%
JIR
14
James Investment Research
Ohio
$973K +$9.72K +344 +0.9%
CGH
15
Crossmark Global Holdings
Texas
$956K +$180K +6,381 +21%
VPIM
16
Vanguard Personalized Indexing Management
California
$954K +$91.1K +3,225 +10%
Mariner
17
Mariner
Kansas
$931K +$17.3K +612 +2%
LNWWM
18
Laird Norton Wetherby Wealth Management
California
$900K -$9.27K -328 -0.9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$828K -$36.8K -1,303 -4%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$790K +$665K +23,524 +358%
QCM
21
Quantinno Capital Management
New York
$716K +$151K +5,361 +24%
US Bancorp
22
US Bancorp
Minnesota
$695K -$58.2K -2,059 -7%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$676K +$659K +23,330 +1,101%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$670K -$14.2K -504 -2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$668K +$85.5K +3,027 +14%
1
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JHX Hedge Fund Activity: Q3 2023 in Review

92 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q3 2023, worth a combined $168M — down 5.7% from $178M a quarter earlier.

Fund positioning in JHX was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 49 added to existing stakes and 20 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $2.91M. The largest seller was Bank of America, cutting an estimated $15.8M.

  • 92 institutional investors held James Hardie Industries (JHX) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $168M of James Hardie Industries stock for Q3 2023, down 5.7% quarter-over-quarter.
  • 6 funds opened new James Hardie Industries positions in Q3 2023 and 6 closed out, a net change of 0 holders.
  • The largest James Hardie Industries buyer in Q3 2023 was Acadian Asset Management, an estimated $2.91M added.
  • The largest James Hardie Industries seller in Q3 2023 was Bank of America, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2023.