We are live on ! Find out more
JKHY icon

Jack Henry & Associates

586 hedge funds and large institutions have $10.7B invested in Jack Henry & Associates in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 241 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

46% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $11.5M

5% more capital invested

Capital invested by funds: $10.2B → $10.7B (+$488M)

3% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 71

1.05% less ownership

Funds ownership: 91.32%90.26% (-1.1%)

2% less funds holding

Funds holding: 597586 (-11)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 241

Holders
586
Holders Change
-11
Holders Change %
-1.84%
% of All Funds
12.91%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
69
Increased
181
Reduced
241
Closed
71
Calls
$16.9M
Puts
$11.5M
Net Calls
+$5.33M
Net Calls Change
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
251
Mutual of America Capital Management
New York
$1.63M +$20.7K +133 +1%
QC
252
Quadrature Capital
United Kingdom
$1.63M +$1.63M +10,486 New
XK
253
Xact Kapitalforvaltning
Sweden
$1.61M
MAM
254
Martingale Asset Management
Massachusetts
$1.61M -$16.2K -104 -1%
BUB
255
BBVA USA Bancshares
Texas
$1.58M +$21.7K +140 +1%
OC
256
Oppenheimer & Co
New York
$1.57M -$18.9K -122 -1%
NFG
257
Nations Financial Group
Iowa
$1.56M +$51.7K +333 +3%
SBH
258
Segall Bryant & Hamill
Illinois
$1.55M +$292K +1,880 +23%
PI
259
PEAK6 Investments
Illinois
$1.54M +$1.54M +9,934 New
MGWM
260
Marks Group Wealth Management
Minnesota
$1.52M +$42.2K +272 +3%
GLA
261
Great Lakes Advisors
Illinois
$1.46M -$19.9K -128 -1%
Creative Planning
262
Creative Planning
Kansas
$1.46M -$58.4K -376 -4%
VAS
263
Vestmark Advisory Solutions
Massachusetts
$1.41M +$1.41M +9,095 New
BFEC
264
Benjamin F. Edwards & Company
Missouri
$1.37M -$123K -789 -8%
CAM
265
Congress Asset Management
Massachusetts
$1.37M -$99.9M -643,266 -99%
LPL Financial
266
LPL Financial
California
$1.31M -$259K -1,666 -16%
BCIM
267
British Columbia Investment Management
British Columbia, Canada
$1.31M -$1.51M -9,727 -54%
HIMCH
268
Hartford Investment Management Co (HIMCO)
Connecticut
$1.3M +$28.7K +185 +2%
BCM
269
Brown Capital Management
Maryland
$1.29M +$174K +1,121 +16%
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$1.27M +$233K +1,500 +22%
LIA
271
LS Investment Advisors
Michigan
$1.25M -$214K -1,379 -15%
PIM
272
Penobscot Investment Management
Massachusetts
$1.25M +$19.4K +125 +2%
Voloridge Investment Management
273
Voloridge Investment Management
Florida
$1.24M -$5.7M -36,672 -82%
BCM
274
Bayesian Capital Management
New York
$1.24M +$1.24M +7,994 New
3C
275
361 Capital
Colorado
$1.23M +$1.23M +7,924 New

JKHY Hedge Fund Activity: Q1 2020 in Review

586 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2020, worth a combined $10.7B — up 4.8% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of JKHY and 69 opened new positions — a net loss of 2 holders — while 241 trimmed existing stakes and 181 added.

The largest buyer was Victory Capital Management, adding an estimated $129M. The largest seller was Congress Asset Management, cutting an estimated $99.9M.

  • 586 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2020, down from 597 in Q4 2019.
  • Funds reported $10.7B of Jack Henry & Associates stock for Q1 2020, up 4.8% quarter-over-quarter.
  • 69 funds opened new Jack Henry & Associates positions in Q1 2020 and 71 closed out, a net change of -2 holders.
  • The largest Jack Henry & Associates buyer in Q1 2020 was Victory Capital Management, an estimated $129M added.
  • The largest Jack Henry & Associates seller in Q1 2020 was Congress Asset Management, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2020.