We are live on ! Find out more
JKHY icon

Jack Henry & Associates

624 hedge funds and large institutions have $12.7B invested in Jack Henry & Associates in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 216 increasing their positions, 238 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 34

38% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $10.8M

19% more capital invested

Capital invested by funds: $10.7B → $12.7B (+$2B)

6% more funds holding

Funds holding: 586624 (+38)

0.07% more ownership

Funds ownership: 90.26%90.33% (+0.07%)

9% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 238

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
624
Holders Change
+38
Holders Change %
+6.48%
% of All Funds
12.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
77
Increased
216
Reduced
238
Closed
34
Calls
$14.9M
Puts
$10.8M
Net Calls
+$4.09M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
351
Intercontinental Wealth Advisors
Texas
$882K +$167K +957 +25%
SRAM
352
Stone Ridge Asset Management
New York
$856K -$229K -1,315 -22%
ELI
353
Empire Life Investments
Ontario, Canada
$851K -$2.09K -12 -0.3%
FCI
354
Financial Counselors Inc
Kansas
$847K
DAC
355
Dividend Assets Capital
South Carolina
$844K -$371K -2,130 -32%
SIM
356
Sentry Investment Management
Wisconsin
$824K +$2.44K +14 +0.3%
DIM
357
DC Investments Management
Virginia
$817K +$34.2K +196 +5%
VanEck Associates
358
VanEck Associates
New York
$811K +$137K +787 +22%
IIA
359
ICW Investment Advisors
Arizona
$810K +$13.8K +79 +2%
COPPSERS
360
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$806K -$93.1K -534 -11%
WF
361
Welch & Forbes
Massachusetts
$806K
VIA
362
Vident Investment Advisory
Georgia
$803K -$160K -918 -17%
BEI
363
Benjamin Edwards Inc
Missouri
$801K +$28.1K +161 +4%
JCM
364
JS Capital Management
New York
$791K +$749K +4,300 New
KRS
365
Kentucky Retirement Systems
Kentucky
$785K -$172K -989 -19%
NMIMC
366
Northwestern Mutual Investment Management Company
Wisconsin
$775K +$32.4K +186 +5%
HTC
367
Haverford Trust Company
Pennsylvania
$773K +$52.3K +300 +8%
SFA
368
Souders Financial Advisors
Ohio
$766K +$140K +803 +24%
Macquarie Group
369
Macquarie Group
Australia
$762K +$175K +1,005 +32%
KWM
370
Kingsview Wealth Management
Oregon
$759K +$718K +4,122 New
DWM
371
Dakota Wealth Management
Florida
$750K +$1.57K +9 +0.2%
MML Investors Services
372
MML Investors Services
Massachusetts
$748K +$144K +826 +26%
MGIM
373
M&G Investment Management
United Kingdom
$748K +$708K +4,064 New
EGM
374
Engineers Gate Manager
New York
$735K +$419K +2,405 +151%
GCC
375
Guardian Capital (Canada)
Ontario, Canada
$714K -$229K -1,312 -25%

JKHY Hedge Fund Activity: Q2 2020 in Review

624 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2020, worth a combined $12.7B — up 19% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JKHY positions and 34 closed out — a net gain of 43 holders — while 216 added to existing stakes and 238 trimmed.

The largest buyer was Wedge Capital Management, adding an estimated $54.6M. The largest seller was Capital World Investors, cutting an estimated $140M.

  • 624 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2020, up from 586 in Q1 2020.
  • Funds reported $12.7B of Jack Henry & Associates stock for Q2 2020, up 19% quarter-over-quarter.
  • 77 funds opened new Jack Henry & Associates positions in Q2 2020 and 34 closed out, a net change of +43 holders.
  • The largest Jack Henry & Associates buyer in Q2 2020 was Wedge Capital Management, an estimated $54.6M added.
  • The largest Jack Henry & Associates seller in Q2 2020 was Capital World Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2020.