We are live on ! Find out more
JKHY icon

Jack Henry & Associates

667 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 260 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

22% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $3.65M

12% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 232

2% more funds holding

Funds holding: 656667 (+11)

0.78% less ownership

Funds ownership: 92.66%91.88% (-0.78%)

5% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$586M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
667
Holders Change
+11
Holders Change %
+1.68%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
260
Reduced
232
Closed
53
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
301
First Merchants Corp
Indiana
$1.24M -$72.2K -435 -6%
ZB
302
Zions Bancorporation
Utah
$1.23M -$46.3K -279 -4%
DC
303
Davenport & Co
Virginia
$1.22M +$22.9K +138 +2%
SCM
304
Semanteon Capital Management
Massachusetts
$1.21M +$1.21M +7,317 New
Fisher Asset Management
305
Fisher Asset Management
Washington
$1.2M +$831K +5,003 +224%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$1.2M -$17.9K -108 -1%
KAS
307
Kestra Advisory Services
Texas
$1.19M +$710K +4,278 +130%
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$1.18M +$8.96K +54 +0.8%
PAM
309
Panagora Asset Management
Massachusetts
$1.18M -$417K -2,514 -26%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$1.17M -$201K -1,213 -15%
Bank Julius Baer & Co
311
Bank Julius Baer & Co
Switzerland
$1.17M -$85.8M -516,749 -99%
SSW
312
Smith Shellnut Wilson
Mississippi
$1.16M
BBVA
313
Banco Bilbao Vizcaya Argentaria
Spain
$1.15M +$31.9K +192 +3%
IIA
314
ICW Investment Advisors
Arizona
$1.14M -$31.4K -189 -3%
CP
315
CenterBook Partners
Connecticut
$1.13M +$1.13M +6,796 New
AO
316
Advisor OS
Illinois
$1.1M +$10.8K +65 +1%
FC
317
FORA Capital
Florida
$1.08M +$1.08M +6,534 New
MC
318
Machina Capital
France
$1.08M +$440K +2,653 +69%
Squarepoint
319
Squarepoint
New York
$1.08M -$11.5M -69,384 -91%
VPIM
320
Vanguard Personalized Indexing Management
California
$1.07M +$170K +1,026 +19%
Pacer Advisors
321
Pacer Advisors
Pennsylvania
$1.07M +$110K +665 +12%
CC
322
Centiva Capital
New York
$1.06M -$911K -5,490 -46%
Wealth Enhancement Advisory Services
323
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$90.5K +545 +9%
JSSH
324
J. Safra Sarasin Holding
$1.05M +$1.05M +6,324 New
OPERF
325
Oregon Public Employees Retirement Fund
Oregon
$1.04M

JKHY Hedge Fund Activity: Q2 2024 in Review

667 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2024, worth a combined $11.1B — down 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JKHY positions and 53 closed out — a net gain of 21 holders — while 260 added to existing stakes and 232 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $50.7M. The largest seller was Bank Julius Baer & Co, cutting an estimated $85.8M.

  • 667 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2024, up from 656 in Q1 2024.
  • Funds reported $11.1B of Jack Henry & Associates stock for Q2 2024, down 5% quarter-over-quarter.
  • 74 funds opened new Jack Henry & Associates positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest Jack Henry & Associates buyer in Q2 2024 was First Trust Advisors, an estimated $50.7M added.
  • The largest Jack Henry & Associates seller in Q2 2024 was Bank Julius Baer & Co, an estimated $85.8M sold.

Based on aggregated 13F filings for Q2 2024.