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Jack Henry & Associates

634 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 218 increasing their positions, 250 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $16.9M

0.26% less ownership

Funds ownership: 92.73%92.48% (-0.26%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 645634 (-11)

9% less capital invested

Capital invested by funds: $11.3B → $10.2B (-$1.06B)

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 250

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
634
Holders Change
-11
Holders Change %
-1.71%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
57
Increased
218
Reduced
250
Closed
63
Calls
$33.1M
Puts
$16.9M
Net Calls
+$16.2M
Net Calls Change
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Shell Asset Management
Netherlands
$1.66M -$22.1K -137 -1%
UB
252
UMB Bank
Missouri
$1.65M -$135K -837 -7%
LSV Asset Management
253
LSV Asset Management
Illinois
$1.65M
VanEck Associates
254
VanEck Associates
New York
$1.65M +$58.6K +363 +3%
OA
255
Oak Associates
Ohio
$1.64M
OC
256
Oppenheimer & Co
New York
$1.64M +$438K +2,717 +33%
TRCT
257
Tower Research Capital (TRC)
New York
$1.61M +$1.14M +7,054 +195%
OAM
258
Oppenheimer Asset Management
New York
$1.56M -$418K -2,592 -20%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$1.55M -$37.8K -234 -2%
MOACM
260
Mutual of America Capital Management
New York
$1.54M -$46K -285 -3%
Creative Planning
261
Creative Planning
Kansas
$1.53M +$141K +873 +9%
MYAM
262
Meiji Yasuda Asset Management
Japan
$1.53M +$1.09M +6,760 +202%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$1.52M -$129K -799 -7%
ELI
264
Empire Life Investments
Ontario, Canada
$1.52M -$18.7K -116 -1%
BFEC
265
Benjamin F. Edwards & Company
Missouri
$1.5M -$187K -1,160 -10%
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$1.5M -$78.6K -487 -5%
XT
267
XTX Topco
Cayman Islands
$1.48M +$1.58M +9,798 New
OQS
268
Occudo Quantitative Strategies
Florida
$1.47M +$1.57M +9,726 New
JIC
269
Johnson Investment Counsel
Ohio
$1.46M +$13.1K +81 +0.8%
PAM
270
Panagora Asset Management
Massachusetts
$1.46M -$329K -2,039 -17%
OPERF
271
Oregon Public Employees Retirement Fund
Oregon
$1.46M -$367K -2,274 -19%
NA
272
NewEdge Advisors
Louisiana
$1.41M +$57K +353 +4%
TC
273
TownSquare Capital
Utah
$1.38M +$26.3K +163 +2%
WDA
274
Wendell David Associates
New Hampshire
$1.37M +$96.8K +600 +7%
TI
275
Tidal Investments
Wisconsin
$1.37M +$39.7K +246 +3%

JKHY Hedge Fund Activity: Q3 2023 in Review

634 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2023, worth a combined $10.2B — down 9.4% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of JKHY and 57 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 218 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $46.4M. The largest seller was Fiera Capital (Canada), cutting an estimated $42.4M.

  • 634 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2023, down from 645 in Q2 2023.
  • Funds reported $10.2B of Jack Henry & Associates stock for Q3 2023, down 9.4% quarter-over-quarter.
  • 57 funds opened new Jack Henry & Associates positions in Q3 2023 and 63 closed out, a net change of -6 holders.
  • The largest Jack Henry & Associates buyer in Q3 2023 was Balyasny Asset Management, an estimated $46.4M added.
  • The largest Jack Henry & Associates seller in Q3 2023 was Fiera Capital (Canada), an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2023.