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Jack Henry & Associates

477 hedge funds and large institutions have $8.29B invested in Jack Henry & Associates in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 181 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $3.56M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 453477 (+24)

4% more capital invested

Capital invested by funds: $7.98B → $8.29B (+$311M)

0.38% more ownership

Funds ownership: 88.39%88.77% (+0.38%)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 181

Holders
477
Holders Change
+24
Holders Change %
+5.3%
% of All Funds
10.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
46
Increased
164
Reduced
181
Closed
19
Calls
$5.07M
Puts
$3.56M
Net Calls
+$1.51M
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
301
Toronto Dominion Bank
Ontario, Canada
$639K +$87.9K +723 +16%
RPGK
302
Retirement Planning Group (Kansas)
Kansas
$631K
SRAM
303
Stone Ridge Asset Management
New York
$625K +$109K +900 +21%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$616K -$16.2K -133 -3%
GCA
305
Gideon Capital Advisors
New York
$599K +$362K +2,975 +151%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$592K -$1.46K -12 -0.2%
SWP
307
Stratos Wealth Partners
Ohio
$592K +$8.15K +67 +1%
SWA
308
SFMG Wealth Advisors
Texas
$590K
Skandinaviska Enskilda Banken (SEB)
309
Skandinaviska Enskilda Banken (SEB)
Sweden
$587K -$60.5K -497 -9%
WAM
310
World Asset Management
Michigan
$566K -$85.4K -702 -13%
ELI
311
Empire Life Investments
Ontario, Canada
$559K
SWM
312
SeaCrest Wealth Management
New York
$545K -$100K -822 -15%
CII
313
Capital International Inc
California
$532K -$36.5K -300 -6%
HCM
314
Hollencrest Capital Management
California
$528K +$15.6K +128 +3%
Truist Financial
315
Truist Financial
North Carolina
$526K -$10.8K -89 -2%
AI
316
Atria Investments
North Carolina
$522K +$87.9K +723 +20%
SMC
317
Smith, Moore & Co
Missouri
$519K -$7.05K -58 -1%
Holocene Advisors
318
Holocene Advisors
New York
$507K -$381K -3,129 -43%
FRM
319
Fox Run Management
Connecticut
$491K +$493K +4,057 New
6M
320
6 Meridian
Kansas
$477K -$29.1K -239 -6%
PP
321
Prudential plc
United Kingdom
$472K -$195K -1,600 -29%
MYIA
322
Mount Yale Investment Advisors
Colorado
$472K +$474K +3,901 New
AA
323
ALPS Advisors
Colorado
$469K +$471K +3,874 New
DWA
324
Dorsey Wright & Associates
California
$467K -$3.04K -25 -0.6%
O
325
OppenheimerFunds
New York
$466K -$16.8K -138 -3%

JKHY Hedge Fund Activity: Q1 2018 in Review

477 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2018, worth a combined $8.29B — up 3.9% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JKHY positions and 19 closed out — a net gain of 27 holders — while 164 added to existing stakes and 181 trimmed.

The largest buyer was Capital World Investors, adding an estimated $57.4M. The largest seller was Janus Henderson Group, cutting an estimated $57.2M.

  • 477 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2018, up from 453 in Q4 2017.
  • Funds reported $8.29B of Jack Henry & Associates stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 46 funds opened new Jack Henry & Associates positions in Q1 2018 and 19 closed out, a net change of +27 holders.
  • The largest Jack Henry & Associates buyer in Q1 2018 was Capital World Investors, an estimated $57.4M added.
  • The largest Jack Henry & Associates seller in Q1 2018 was Janus Henderson Group, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2018.