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James Hardie Industries

128 hedge funds and large institutions have $339M invested in James Hardie Industries in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 3

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

102% more capital invested

Capital invested by funds: $168M → $339M (+$171M)

54% more call options, than puts

Call options by funds: $386K | Put options by funds: $250K

39% more funds holding

Funds holding: 92128 (+36)

0.55% more ownership

Funds ownership: 1.46%2.01% (+0.55%)

Holders
128
Holders Change
+36
Holders Change %
+39.13%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
54
Reduced
25
Closed
3
Calls
$386K
Puts
$250K
Net Calls
+$136K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$153M +$53.1M +1,766,482 +80%
Goldman Sachs
2
Goldman Sachs
New York
$38.8M +$338K +11,235 +1%
BlackRock
3
BlackRock
New York
$30.8M +$366K +12,187 +2%
Bank of America
4
Bank of America
North Carolina
$24.2M -$510K -16,988 -3%
Northern Trust
5
Northern Trust
Illinois
$8.75M +$624K +20,759 +10%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$8.69M +$3.25M +108,192 +93%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.43M -$1.95M -64,800 -32%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.86M +$197K +6,549 +5%
Jennison Associates
9
Jennison Associates
New York
$4.53M +$3.52M +117,206 New
Millennium Management
10
Millennium Management
New York
$3.44M +$1.53M +51,019 +135%
EI
11
Ethic Inc
New York
$2.79M +$682K +22,704 +46%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.68M +$20.1K +669 +1%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$2.46M +$1.01M +33,457 +111%
Creative Planning
14
Creative Planning
Kansas
$2.32M +$268K +8,933 +17%
Wells Fargo
15
Wells Fargo
California
$2.08M +$1.21M +40,123 +291%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$1.68M +$552K +18,371 +72%
Citadel Advisors
17
Citadel Advisors
Florida
$1.54M -$333K -11,095 -22%
VPIM
18
Vanguard Personalized Indexing Management
California
$1.5M +$76.3K +2,539 +7%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$1.45M +$497K +16,544 +79%
CGH
20
Crossmark Global Holdings
Texas
$1.42M +$13.7K +455 +1%
Mariner
21
Mariner
Kansas
$1.38M +$3.97K +132 +0.4%
LNWWM
22
Laird Norton Wetherby Wealth Management
California
$1.3M -$22.2K -738 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.29M +$56K +1,863 +6%
FC
24
FCA Corp
Texas
$1.22M +$195K +6,500 +26%
JIR
25
James Investment Research
Ohio
$1.2M -$183K -6,107 -16%

JHX Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q4 2023, worth a combined $339M — up 102% from $168M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JHX positions and 3 closed out — a net gain of 38 holders — while 54 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.1M. The largest seller was Renaissance Technologies, cutting an estimated $1.95M.

  • 128 institutional investors held James Hardie Industries (JHX) as of Q4 2023, up from 92 in Q3 2023.
  • Funds reported $339M of James Hardie Industries stock for Q4 2023, up 102% quarter-over-quarter.
  • 41 funds opened new James Hardie Industries positions in Q4 2023 and 3 closed out, a net change of +38 holders.
  • The largest James Hardie Industries buyer in Q4 2023 was Morgan Stanley, an estimated $53.1M added.
  • The largest James Hardie Industries seller in Q4 2023 was Renaissance Technologies, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2023.