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James Hardie Industries

148 hedge funds and large institutions have $319M invested in James Hardie Industries in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 23

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

48% more capital invested

Capital invested by funds: $216M → $319M (+$103M)

12% more funds holding

Funds holding: 132148 (+16)

0.27% more ownership

Funds ownership: 1.59%1.85% (+0.27%)

Holders
148
Holders Change
+16
Holders Change %
+12.12%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
75
Reduced
23
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$83.3M +$3.84M +109,219 +6%
Goldman Sachs
2
Goldman Sachs
New York
$41.6M +$2.03M +57,915 +6%
BlackRock
3
BlackRock
New York
$35M +$2.05M +58,352 +7%
Lazard Asset Management
4
Lazard Asset Management
New York
$32.3M +$28.2M +803,524 New
Bank of America
5
Bank of America
North Carolina
$15.2M +$10.6M +302,906 +394%
Northern Trust
6
Northern Trust
Illinois
$8.52M +$290K +8,245 +4%
Natixis Advisors
7
Natixis Advisors
Massachusetts
$6.92M +$4.61M +131,120 +317%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$6.43M +$1.03M +29,401 +22%
Wells Fargo
9
Wells Fargo
California
$6.22M +$3.48M +99,018 +177%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$6.2M -$3.91M -111,341 -42%
Renaissance Technologies
11
Renaissance Technologies
New York
$4.76M -$105K -3,000 -2%
EI
12
Ethic Inc
New York
$3.27M +$105K +3,003 +4%
Creative Planning
13
Creative Planning
Kansas
$3.1M +$379K +10,803 +16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.96M +$1.14M +32,594 +79%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.86M +$29.9K +851 +1%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$2.44M -$721K -20,516 -25%
MIF
17
Mediolanum International Funds
Ireland
$2.37M +$2.13M +60,601 New
QCM
18
Quantinno Capital Management
New York
$2.35M +$677K +19,268 +49%
VPIM
19
Vanguard Personalized Indexing Management
California
$2.3M +$372K +10,577 +23%
BCAM
20
Boston Common Asset Management
Massachusetts
$2.23M +$89.4K +2,546 +5%
CGH
21
Crossmark Global Holdings
Texas
$2.09M +$833K +23,723 +84%
Charles Schwab
22
Charles Schwab
California
$2.05M +$720K +20,496 +67%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$1.68M +$72.4K +2,060 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.64M +$285K +8,123 +25%
Mariner
25
Mariner
Kansas
$1.53M +$31.8K +906 +2%

JHX Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in James Hardie Industries (JHX) for Q3 2024, worth a combined $319M — up 48% from $216M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JHX positions and 20 closed out — a net gain of 17 holders — while 75 added to existing stakes and 23 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $28.2M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $12.2M sold.

  • 148 institutional investors held James Hardie Industries (JHX) as of Q3 2024, up from 132 in Q2 2024.
  • Funds reported $319M of James Hardie Industries stock for Q3 2024, up 48% quarter-over-quarter.
  • 37 funds opened new James Hardie Industries positions in Q3 2024 and 20 closed out, a net change of +17 holders.
  • The largest James Hardie Industries buyer in Q3 2024 was Lazard Asset Management, an estimated $28.2M added.
  • The largest James Hardie Industries seller in Q3 2024 was Point72 Asset Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.