We are live on ! Find out more
JKHY icon

Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
276
Ostrum Asset Management
France
$1.73M -$892K -5,825 -36%
IMCOOI
277
Investment Management Corp of Ontario (IMCO)
Canada
$1.7M -$886K -5,787 -36%
Robeco Institutional Asset Management
278
Robeco Institutional Asset Management
Netherlands
$1.7M +$969K +6,328 +156%
ELI
279
Empire Life Investments
Ontario, Canada
$1.68M +$30.3K +198 +2%
Creative Planning
280
Creative Planning
Kansas
$1.66M +$4.44K +29 +0.3%
YCM
281
Yousif Capital Management
Michigan
$1.64M -$680K -4,441 -31%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$1.64M -$173K -1,132 -10%
PI
283
PEAK6 Investments
Illinois
$1.62M +$368K +2,400 +32%
Janus Henderson Group
284
Janus Henderson Group
United Kingdom
$1.61M -$9.04K -59 -0.6%
NA
285
NewEdge Advisors
Louisiana
$1.6M +$60.2K +393 +4%
MOACM
286
Mutual of America Capital Management
New York
$1.59M -$69.4K -453 -4%
OAM
287
Oppenheimer Asset Management
New York
$1.58M -$103K -674 -7%
PAM
288
Panagora Asset Management
Massachusetts
$1.57M -$4.59K -30 -0.3%
HighTower Advisors
289
HighTower Advisors
Illinois
$1.57M +$118K +770 +9%
ACM
290
Aquatic Capital Management
Illinois
$1.57M +$796K +5,200 +118%
DekaBank Deutsche Girozentrale
291
DekaBank Deutsche Girozentrale
Germany
$1.56M +$367K +2,395 +33%
CAN
292
Cetera Advisor Networks
California
$1.54M +$317K +2,069 +28%
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$1.54M +$127K +828 +10%
FC
294
FORA Capital
Florida
$1.52M +$84.1K +549 +6%
JIC
295
Johnson Investment Counsel
Ohio
$1.5M -$70.4K -460 -5%
Allianz Asset Management
296
Allianz Asset Management
Germany
$1.5M +$207K +1,352 +17%
IG
297
ING Group
Netherlands
$1.5M +$1.37M +8,927 +3,585%
TC
298
TownSquare Capital
Utah
$1.48M -$8.27K -54 -0.6%
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
$1.47M +$351K +2,292 +34%
TIP
300
Torray Investment Partners
Maryland
$1.46M +$33.8K +221 +3%

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.