James Hardie Industries

JHX • NYSE

James Hardie Industries is a publicly traded company on NYSE. As of Q3 2025, 273 institutional investors hold shares in this company, with total holdings valued at $3.9B. WELLINGTON MANAGEMENT CO LLP is the largest holder with a position valued at $973.0M.

Employees5.7K

Websitejameshardie.com

Overview

Overview of institutional ownership in JHX as of Q3 2025

All Institutions

Institutions: 273
Value Held: $3.9B
Shares Held: 201.8M
Avg Position: $14.2M
Median Position: $468.3K

Hedge Funds

Hedge Funds: 50
Value Held: $1.3B
Shares Held: 66.9M
Avg Position: $25.7M
Median Position: $6.6M

Biggest Investors

Institutions with the largest positions in JHX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Edmund Wellington Iii President	$973.0M 0.17% of portfolio	0.00% 50.6M shares	Q1 2025 Held for 8 months	$571.21B
D D1 Capital Partners L.P. Hedge Fund•Long/Short	Jeremy Louis Katz President	$364.9M 4.02% of portfolio	0.00% 19.0M shares	Q3 2025 Held for 2 months	$9.1B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$261.3M 0.08% of portfolio	0.00% 13.6M shares	Q1 2025 Held for 8 months	$322.72B
FMR LLC Institution	-	$228.0M 0.01% of portfolio	0.00% 11.9M shares	Q4 2022 Held for 2y 11m	$1.92T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$152.0M 0.01% of portfolio	0.00% 7.9M shares	Q1 2023 Held for 2y 8m	$1.56T
Long Pond Capital, LP Hedge Fund•Long/Short	John Peter Khoury Managing Partner	$139.2M 9.16% of portfolio	0.00% 7.2M shares	Q3 2025 Held for 2 months	$1.5B
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	Steven Alan Cohen CEO	$132.4M 0.31% of portfolio	0.00% 6.9M shares	Q2 2025 Held for 5 months	$43.2B
P Phoenix Holdings Ltd. Institution	-	$105.8M 1.27% of portfolio	0.00% 5.5M shares	Q3 2025 Held for 2 months	$8.3B
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	Anand Christopher Parekh CEO	$87.1M 0.26% of portfolio	0.00% 4.5M shares	Q2 2025 Held for 5 months	$33.0B
B BlackRock, Inc. Institution	-	$86.7M 0.00% of portfolio	0.00% 4.5M shares	Q4 2022 Held for 2y 11m	$5.67T

Net Capital Flow

Institutional buying and selling activity for JHX in Q3 2025

Net Flow: +$668.1M
Buyers: 72
Sellers: 98
Total Bought: +$1.3B
Total Sold: −$640.5M
Avg Position: $13.7M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$702.5M +36.6M shares	$973.0M 50.6M shares
JPMORGAN CHASE & CO Institution	+$142.0M +7.4M shares	$152.0M 7.9M shares
FMR LLC Institution	+$110.2M +5.7M shares	$228.0M 11.9M shares
B BlackRock, Inc. Institution	+$68.7M +3.6M shares	$86.7M 4.5M shares
B BROWN ADVISORY INC RIA/Wealth	+$51.8M +2.7M shares	$51.8M 2.7M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$43.7M +2.3M shares	$87.1M 4.5M shares
STATE STREET CORP Institution	+$30.8M +1.6M shares	$31.0M 1.6M shares
TimesSquare Capital Management, LLC Long Only Manager	+$30.8M +1.6M shares	$30.8M 1.6M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$29.2M +1.5M shares	$68.0M 3.5M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$17.0M +882.8K shares	$261.3M 13.6M shares

Biggest Sellers

Institution	Net Sold	Current Position
E EMINENCE CAPITAL LLC Hedge Fund•Long/Short	−$83.2M −3.1M shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$67.7M −3.5M shares	$6.7M 349.4K shares
UBS Group AG Institution	−$53.3M −2.8M shares	$34.2M 1.8M shares
GOLDMAN SACHS GROUP INC Institution	−$52.6M −2.7M shares	$24.4M 1.3M shares
MORGAN STANLEY RIA/Wealth	−$38.9M −2.0M shares	$84.5M 4.4M shares
SAMLYN CAPITAL, LLC Hedge Fund•Multi-Strategy	−$35.5M −1.3M shares	Sold Off 0 shares
Empyrean Capital Partners, LP Hedge Fund•Event Driven	−$33.8M −1.3M shares	Sold Off 0 shares
Interval Partners, LLC Hedge Fund•Long/Short	−$33.3M −1.7M shares	$26.9M 1.4M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$33.0M −1.7M shares	$27.1M 1.4M shares
J Jump Financial, LLC Institution	−$24.0M −1.3M shares	$1.1M 57.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JHX in Q3 2025

New Positions: 134
New Value: $1.1B
Exited Positions: 56
Exited Value: $212.5M

New Positions

Institution	Position Value
D D1 Capital Partners L.P. Hedge Fund•Long/Short	$364.9M 19.0M shares
Long Pond Capital, LP Hedge Fund•Long/Short	$139.2M 7.2M shares
P Phoenix Holdings Ltd. Institution	$105.8M 5.5M shares
H Hill City Capital, LP Hedge Fund•Value	$81.0M 4.2M shares
Slate Path Capital LP Hedge Fund•Long/Short	$43.8M 2.3M shares
ACK Asset Management LLC Hedge Fund•Long/Short	$40.3M 2.1M shares
Stephens Investment Management Group LLC Long Only Manager	$38.6M 2.0M shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	$37.8M 2.0M shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$30.1M 1.6M shares
R ROYAL BANK OF CANADA Institution	$27.6M 1.4M shares

Exited Positions

Institution	Previous Position
E EMINENCE CAPITAL LLC Hedge Fund•Long/Short	$83.2M 3.1M shares
SAMLYN CAPITAL, LLC Hedge Fund•Multi-Strategy	$35.5M 1.3M shares
Empyrean Capital Partners, LP Hedge Fund•Event Driven	$33.8M 1.3M shares
Fort Baker Capital Management LP Hedge Fund•Quant Macro	$8.7M 323.0K shares
T Tricadia Capital Management, LLC Hedge Fund•Distressed	$6.6M 245.0K shares
Trexquant Investment LP Hedge Fund•Quant	$5.9M 217.9K shares
Tabor Asset Management, LP Hedge Fund•Long/Short	$5.5M 206.1K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$5.4M 201.6K shares
Lighthouse Investment Partners, LLC Fund of Funds	$4.7M 175.8K shares
A Arrowpoint Investment Partners Pte. Ltd. Institution	$4.1M 153.7K shares

Options Activity

Institutions with the largest Call and Put options positions in JHX as of Q3 2025

Call Positions: 10
Call Value: $71.4M
Put Positions: 6
Put Value: $11.1M

Call Positions

Institution	Position Value
UBS Group AG Institution	$24.1M 12.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$20.9M 10.9K contracts
M MOORE CAPITAL MANAGEMENT, LP Hedge Fund•Global Macro	$6.5M 3.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$6.2M 3.2K contracts
J JANE STREET GROUP, LLC Institution	$4.1M 2.1K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$3.9M 2.0K contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$3.1M 1.6K contracts
C CastleKnight Management LP Hedge Fund•Event Driven	$1.9M 1.0K contracts
W WOLVERINE TRADING, LLC Institution	$432.6K 230.0 contracts
C Cubist Systematic Strategies, LLC Institution	$338.1K 176.0 contracts

Put Positions

Institution	Position Value
UBS Group AG Institution	$5.3M 2.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.0M 1.6K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.2M 631.0 contracts
C Cubist Systematic Strategies, LLC Institution	$728.1K 379.0 contracts
Centiva Capital, LP Hedge Fund•Multi-Strategy	$480.3K 250.0 contracts
W WOLVERINE TRADING, LLC Institution	$361.2K 192.0 contracts

Most Committed Institutions

Institutions with JHX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Long Pond Capital, LP Hedge Fund•Long/Short	John Peter Khoury Managing Partner	9.16% $139.2M	0.00% 7.2M shares	Q3 2025 Held for 2 months	$1.5B
ACK Asset Management LLC Hedge Fund•Long/Short	John Henry Reilly Managing Partner	4.81% $40.3M	0.00% 2.1M shares	Q3 2025 Held for 2 months	$839.5M
Sea Cliff Partners Management, LP Hedge Fund•Long/Short	Lesley Ann Bunim Partner	4.43% $12.1M	0.00% 630.0K shares	Q2 2025 Held for 5 months	$273.5M
B BWCP, LP Hedge Fund•Long/Short	Brandon Matthew Wier Managing Partner	4.12% $24.8M	0.00% 1.3M shares	Q3 2025 Held for 2 months	$601.9M
D D1 Capital Partners L.P. Hedge Fund•Long/Short	Jeremy Louis Katz President	4.02% $364.9M	0.00% 19.0M shares	Q3 2025 Held for 2 months	$9.1B
H Hill City Capital, LP Hedge Fund•Value	Herbert Anselem Frazier CIO	3.31% $81.0M	0.00% 4.2M shares	Q3 2025 Held for 2 months	$2.4B
Wolf Hill Capital Management, LP Hedge Fund•Long/Short	Gary Steven Lehrman Founder	2.56% $29.2M	0.00% 1.5M shares	Q2 2025 Held for 5 months	$1.1B
R Roubaix Capital, LLC Hedge Fund•Long/Short	Christopher Edmund Hillary CEO	2.54% $5.6M	0.00% 291.3K shares	Q3 2025 Held for 2 months	$220.3M
FORMULA GROWTH LTD Hedge Fund•Long/Short	Randall William Kelly President	2.51% $7.2M	0.00% 376.8K shares	Q2 2025 Held for 5 months	$288.3M
I Ionic Capital Management LLC Hedge Fund•Multi-Strategy	Bart Ethan Baum CIO	2.12% $1.8M	0.00% 91.6K shares	Q1 2025 Held for 8 months	$83.1M

Hedge Fund Spotlight

Discover hedge funds investing in JHX

Engineers Gate Manager LP

Hedge Fund • Quant

Portfolio ManagerRobert Gregory Eisner

Portfolio Value: $8.8B
Positions: 2,112
Last Reported: Q3 2025

Sector Allocation

Position in James Hardie Industries

Market Value: $10.8M
Shares Held: 563.3K
Portfolio Weight: 0.12%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Invesco QQQ Trust QQQ	ETF ETF	$155.2M	1.77%
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$115.3M	1.32%
3 Sabra Healthcare SBRA	REIT - Healthcare Facilities Real Estate	$112.9M	1.29%