James Hardie Industries plc: which funds bought and sold
Institutions that bought and sold James Hardie Industries shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 182 institutions that filed 13F reports for both quarters added to or opened positions in James Hardie Industries, and 142 cut or closed them. Together they added a net 21.1M shares, +7.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 11.7M shares (+6.0%); index fund managers were net sellers of 1.1M shares (−11.9%). 87 opened a new position and 43 sold out entirely.
Bought, Q2 2026 182 institutions, 87 of them new holders Sold, Q2 2026 142 institutions, 43 of them sold out
Net change, all compared +21.1M shares (+7.8%)
Net change, active managers +11.7M shares (+6.0%), 36 bought, 30 sold
Buyers versus sellers
182 bought 51 142 sold
Active managers and hedge funds 36 bought · 30 sold · +11.7M
Index fund managers 1 bought · 8 sold · −1.1M
Other institutions 145 bought · 104 sold · +10.5M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Invesco Ltd. | +11.9M New position | 11.9M | $312M |
| Millennium Management LLC Hedge fund | +10.7M +317.8% | 14.1M | $369M |
| FMR LLC Active manager | +6.5M +20.9% | 37.8M | $989M |
| Palestra Capital Management LLC Hedge fund | +4.1M New position | 4.1M | $108M |
| Qube Research & Technologies Ltd Hedge fund | +4.0M +1175.4% | 4.4M | $114M |
| Capital Research Global Investors Active manager | +3.6M New position | 3.6M | $94.5M |
| SG Americas Securities, LLC | +2.4M +1530.8% | 2.6M | $67.9M |
| Goldman Sachs Group Inc | +2.1M +114.5% | 4.0M | $105M |
| Marshall Wace, LLP Hedge fund | +1.9M +94.9% | 4.0M | $105M |
| Squarepoint Ops LLC Hedge fund | +1.8M New position | 1.8M | $47.7M |
| BAMCO Inc Active manager | +1.2M New position | 1.2M | $32M |
| Dimensional Fund Advisors LP | +1.1M +671.4% | 1.3M | $34.3M |
| Diameter Capital Partners LP Hedge fund | +1.1M +2244.2% | 1.2M | $30.7M |
| Susquehanna International Group, LLP | +978K +673.6% | 1.1M | $29.4M |
| Alyeska Investment Group, L.P. Hedge fund | +954K +12.3% | 8.7M | $229M |
| One Madison Group LLC | +924K +1210.6% | 1.0M | $26.2M |
| Ddd Partners, LLC | +867K New position | 867K | $22.7M |
| Trexquant Investment LP Hedge fund | +813K +200.4% | 1.2M | $31.9M |
| Lord, Abbett & Co. LLC | +800K New position | 800K | $20.9M |
| Walleye Capital LLC Hedge fund | +786K +416.6% | 974K | $25.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | +10.7M +317.8% | 14.1M | $369M |
| FMR LLC Active manager | +6.5M +20.9% | 37.8M | $989M |
| Palestra Capital Management LLC Hedge fund | +4.1M New position | 4.1M | $108M |
| Qube Research & Technologies Ltd Hedge fund | +4.0M +1175.4% | 4.4M | $114M |
| Capital Research Global Investors Active manager | +3.6M New position | 3.6M | $94.5M |
| Marshall Wace, LLP Hedge fund | +1.9M +94.9% | 4.0M | $105M |
| Squarepoint Ops LLC Hedge fund | +1.8M New position | 1.8M | $47.7M |
| BAMCO Inc Active manager | +1.2M New position | 1.2M | $32M |
| Diameter Capital Partners LP Hedge fund | +1.1M +2244.2% | 1.2M | $30.7M |
| Alyeska Investment Group, L.P. Hedge fund | +954K +12.3% | 8.7M | $229M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −12.0M −22.7% | 40.8M | $1.1B |
| Phoenix Financial Ltd. | −5.4M Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −3.6M −73.1% | 1.3M | $34.8M |
| Barclays PLC | −2.8M −98.5% | 42K | $1.1M |
| Jpmorgan Chase & Co | −2.2M −25.9% | 6.2M | $164M |
| Point72 Asset Management, L.P. Hedge fund | −1.9M −29.5% | 4.4M | $116M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −1.8M −49.9% | 1.8M | $47.5M |
| Sih Partners, LLLP | −1.8M −88.2% | 235K | $6.2M |
| Renaissance Technologies LLC Hedge fund | −1.7M −44.8% | 2.1M | $55.5M |
| Woodline Partners LP Hedge fund | −1.7M Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −1.4M −41.0% | 2.0M | $52.1M |
| Apollo Management Holdings, L.P. | −1.2M Sold out | 0 | — |
| Long Pond Capital, LP | −1.2M Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −1.1M −66.0% | 565K | $14.8M |
| Jacobs Levy Equity Management, Inc Active manager | −998K −24.2% | 3.1M | $81.9M |
| Massachusetts Financial Services Co Active manager | −876K −7.5% | 10.7M | $300M |
| Blackrock, Inc. Index funds | −777K −13.8% | 4.8M | $127M |
| D1 Capital Partners L.P. Hedge fund | −755K −2.7% | 27.5M | $721M |
| British Columbia Investment Management Corp | −653K Sold out | 0 | — |
| Morgan Stanley | −590K −23.5% | 1.9M | $50.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −12.0M −22.7% | 40.8M | $1.1B |
| Citadel Advisors LLC Hedge fund | −3.6M −73.1% | 1.3M | $34.8M |
| Point72 Asset Management, L.P. Hedge fund | −1.9M −29.5% | 4.4M | $116M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −1.8M −49.9% | 1.8M | $47.5M |
| Renaissance Technologies LLC Hedge fund | −1.7M −44.8% | 2.1M | $55.5M |
| Woodline Partners LP Hedge fund | −1.7M Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −1.4M −41.0% | 2.0M | $52.1M |
| Balyasny Asset Management L.P. Hedge fund | −1.1M −66.0% | 565K | $14.8M |
| Jacobs Levy Equity Management, Inc Active manager | −998K −24.2% | 3.1M | $81.9M |
| Massachusetts Financial Services Co Active manager | −876K −7.5% | 10.7M | $300M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Invesco Ltd. | 11.9M | $312M |
| Palestra Capital Management LLCHedge fund | 4.1M | $108M |
| Capital Research Global InvestorsActive manager | 3.6M | $94.5M |
| Squarepoint Ops LLCHedge fund | 1.8M | $47.7M |
| BAMCO IncActive manager | 1.2M | $32M |
| Ddd Partners, LLC | 867K | $22.7M |
| Lord, Abbett & Co. LLC | 800K | $20.9M |
| Maplelane Capital, LLCHedge fund | 518K | $13.6M |
| Catalyst Funds Management Pty Ltd | 435K | $11.4M |
| APG Asset Management N.V. | 390K | $8.9M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Phoenix Financial Ltd. | 5.4M | $103M |
| Woodline Partners LPHedge fund | 1.7M | $32M |
| Apollo Management Holdings, L.P. | 1.2M | $22.3M |
| Long Pond Capital, LP | 1.2M | $21.9M |
| British Columbia Investment Management Corp | 653K | $12.4M |
| Occudo Quantitative Strategies LP | 569K | $11.9M |
| Twinbeech Capital LP | 449K | $8.5M |
| Gts Securities LLC | 147K | $2.8M |
| Alberta Investment Management Corp | 132K | $2.5M |
| Polymer Capital Management (US) LLC | 115K | $2.2M |
Who holds the shares
- Institutions reporting
- 337
- Ten largest holders
- 58.5% of 13F-reported shares
- Index fund managers
- 2.8% of 13F-reported shares
- Active managers and hedge funds
- 70.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 36 | 30 | 11 | 7 | +11.7M | +6.0% |
| Index fund managers | 1 | 8 | 0 | 0 | −1.1M | −11.9% |
| Other institutions | 145 | 104 | 76 | 36 | +10.5M | +15.9% |
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