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Jack Henry & Associates
JKHY

310 hedge funds and large institutions have $4.05B invested in Jack Henry & Associates in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $458K

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

4% more funds holding

Funds holding: 297 → 310 (+13)

7% less capital invested

Capital invested by funds: $4.38B → $4.05B (-$325M)

14% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 126

Holders
310
Holders Change
+13
Holders Change %
+4.38%
% of All Funds
8.95%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
32
Increased
108
Reduced
126
Closed
17
Calls
$2.03M
Puts
$458K
Net Calls
+$1.57M
Net Calls Change
+$9.38M

Top Buyers

1
Invesco
Invesco
Georgia
+$22.2M
2
GC
Guggenheim Capital
Illinois
+$16.1M
3
PIM
Perkins Investment Management
Illinois
+$9.57M
4
BIT
BlackRock Institutional Trust
California
+$9.23M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.79M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$63.1M
2
FCM
Frontier Capital Management
Massachusetts
-$38.2M
3
ICOM
Investment Counselors of Maryland
Maryland
-$18.8M
4
TCM
TimesSquare Capital Management
New York
-$16.5M
5
Wells Fargo
Wells Fargo
California
-$14.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
226
World Asset Management
Michigan
$467K -$3.73K -65 -0.8%
JG
227
Jefferies Group
New York
$444K +$57.4K +1,000 +14%
KCM
228
Kennedy Capital Management
Missouri
$430K +$175K +3,056 +66%
HNB
229
Huntington National Bank
Ohio
$425K +$52.7K +919 +14%
WIS
230
Wright Investors Service
Connecticut
$424K +$146K +2,545 +50%
CG
231
Clinton Group
New York
$407K +$419K +7,297 New
CBOA
232
Commonwealth Bank of Australia
Australia
$398K – – –
B
233
Baird
Wisconsin
$390K -$28.4K -495 -7%
KeyBank National Association
234
KeyBank National Association
Ohio
$390K -$18K -314 -4%
USAA
235
United Services Automobile Association
Texas
$374K -$63.1K -1,100 -14%
Tudor Investment Corp
236
Tudor Investment Corp
Connecticut
$371K +$382K +6,661 New
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$369K +$2.87K +50 +0.8%
GLA
238
Great Lakes Advisors
Illinois
$350K -$21.3K -372 -6%
HSBC Holdings
239
HSBC Holdings
United Kingdom
$346K -$17.4K -303 -5%
AAM
240
Advisors Asset Management
Colorado
$340K +$200K +3,493 +134%
FCI
241
Financial Counselors Inc
Kansas
$338K – – –
RPGK
242
Retirement Planning Group (Kansas)
Kansas
$328K – – –
PIM
243
Penobscot Investment Management
Massachusetts
$326K +$100K +1,750 +43%
Jane Street
244
Jane Street
New York
$299K +$77.5K +1,351 +34%
WCM
245
Wedge Capital Management
North Carolina
$283K -$17.2K -300 -6%
BRWM
246
B. Riley Wealth Management
Tennessee
$282K +$290K +5,062 New
PAM
247
Princeton Alpha Management
New Jersey
$271K +$279K +4,869 New
1GA
248
1st Global Advisors
Texas
$260K -$157K -2,737 -37%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$256K +$1.43K +25 +0.5%
Canada Life
250
Canada Life
Manitoba, Canada
$253K – – –
8 9
10
11 12

JKHY Hedge Fund Activity: Q1 2014 in Review

310 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2014, worth a combined $4.05B — down 7.4% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JKHY positions and 17 closed out — a net gain of 15 holders — while 108 added to existing stakes and 126 trimmed.

The largest buyer was Invesco, adding an estimated $22.2M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $63.1M.

  • 310 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2014, up from 297 in Q4 2013.
  • Funds reported $4.05B of Jack Henry & Associates stock for Q1 2014, down 7.4% quarter-over-quarter.
  • 32 funds opened new Jack Henry & Associates positions in Q1 2014 and 17 closed out, a net change of +15 holders.
  • The largest Jack Henry & Associates buyer in Q1 2014 was Invesco, an estimated $22.2M added.
  • The largest Jack Henry & Associates seller in Q1 2014 was Kayne Anderson Rudnick Investment Management, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2014.