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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
AA
276
ALPS Advisors
Colorado
$1.36M -$3.27M -20,255 -69%
HighTower Advisors
277
HighTower Advisors
Illinois
$1.34M -$47.9K -297 -3%
FC
278
FORA Capital
Florida
$1.33M +$1.42M +8,777 New
PFS
279
Prospera Financial Services
Texas
$1.32M +$356K +2,208 +34%
TIP
280
Torray Investment Partners
Maryland
$1.32M +$135K +838 +11%
D.E. Shaw & Co
281
D.E. Shaw & Co
New York
$1.32M -$3.42M -21,222 -71%
HIIFS
282
Harel Insurance Investments & Financial Services
Israel
$1.31M +$56.5K +350 +4%
GC
283
Guggenheim Capital
Illinois
$1.31M -$105K -653 -7%
Pacer Advisors
284
Pacer Advisors
Pennsylvania
$1.31M +$541K +3,351 +63%
Commonwealth Equity Services
285
Commonwealth Equity Services
Massachusetts
$1.3M +$40.2K +249 +3%
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$1.29M +$1.38M +8,568 New
FMC
287
First Merchants Corp
Indiana
$1.29M -$109K -675 -7%
Capstone Investment Advisors
288
Capstone Investment Advisors
New York
$1.29M +$890K +5,518 +183%
CTC
289
Central Trust Company
Missouri
$1.28M
BRWA
290
B. Riley Wealth Advisors
Florida
$1.28M +$133K +825 +11%
LTAS
291
Linden Thomas Advisory Services
North Carolina
$1.26M -$45.7K -283 -3%
FHB
292
First Hawaiian Bank
Hawaii
$1.26M -$119K -740 -8%
Wealth Enhancement Advisory Services
293
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$1.34M +8,281 New
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$34.4K +213 +3%
BFM
295
Boston Financial Management
Massachusetts
$1.23M -$56.5K -350 -4%
AAS
296
Avantax Advisory Services
Texas
$1.23M +$181K +1,119 +16%
NAM
297
Nissay Asset Management
Japan
$1.23M +$34.9K +216 +3%
SCM
298
Shelton Capital Management
Colorado
$1.2M -$807K -5,000 -39%
SAM
299
SignalPoint Asset Management
Missouri
$1.2M -$10.5K -65 -0.8%
VI
300
Versor Investments
New York
$1.2M +$1.28M +7,922 New

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.