We are live on ! Find out more
JKHY icon

Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
251
Utah Retirement Systems
Utah
$2.26M -$18.5K -100 -0.8%
IMRF
252
Illinois Municipal Retirement Fund
Illinois
$2.25M
CCMINC
253
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.24M +$17.5K +95 +0.7%
OAM
254
Oppenheimer Asset Management
New York
$2.22M -$85.9K -465 -4%
API
255
Advisor Partners II
California
$2.2M +$134K +725 +6%
SAM
256
Shell Asset Management
Netherlands
$2.18M +$567K +3,071 +33%
II
257
Inspire Investing
Idaho
$2.17M -$585K -3,170 -20%
SWP
258
Stratos Wealth Partners
Ohio
$2.17M -$15.3K -83 -0.7%
American Century Companies
259
American Century Companies
Missouri
$2.17M +$52.3K +283 +2%
COPPSERS
260
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.17M +$309K +1,674 +16%
PAM
261
Panagora Asset Management
Massachusetts
$2.16M -$280K -1,516 -11%
BCM
262
Brown Capital Management
Maryland
$2.15M -$69.4K -376 -3%
TC
263
Trust Company
Kansas
$2.15M -$6.65K -36 -0.3%
AI
264
Atria Investments
North Carolina
$2.13M -$75.3K -408 -3%
II
265
IFM Investors
Australia
$2.12M
Rafferty Asset Management
266
Rafferty Asset Management
New York
$2.12M +$407K +2,204 +22%
MML Investors Services
267
MML Investors Services
Massachusetts
$2.11M +$205K +1,110 +10%
WG
268
Winton Group
United Kingdom
$2.08M +$47.5K +257 +2%
VWM
269
Venturi Wealth Management
Texas
$2.07M +$122K +658 +6%
1832 Asset Management
270
1832 Asset Management
Ontario, Canada
$2M +$125K +679 +6%
GIBU
271
Gulf International Bank (UK)
United Kingdom
$2M
Zurich Cantonal Bank
272
Zurich Cantonal Bank
Switzerland
$1.99M -$197K -1,067 -9%
FAM
273
Formidable Asset Management
Ohio
$1.95M -$21.8K -118 -1%
HIIFS
274
Harel Insurance Investments & Financial Services
Israel
$1.95M -$1.19M -6,450 -37%
VPIM
275
Vanguard Personalized Indexing Management
California
$1.94M -$85.7K -464 -4%

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.