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Jack Henry & Associates

656 hedge funds and large institutions have $11.7B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.43M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 239

1% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$95.9M)

5% less funds holding

Funds holding: 687656 (-31)

4.96% less ownership

Funds ownership: 97.62%92.66% (-5%)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

Holders
656
Holders Change
-31
Holders Change %
-4.51%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
245
Reduced
239
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
351
Point72 Asia (Singapore)
Singapore
$851K -$1.49M -8,766 -64%
LA
352
Legacy Advisors
Pennsylvania
$851K +$62.1K +365 +8%
EF
353
Empowered Funds
Pennsylvania
$838K +$821K +4,825 New
RJT
354
Raymond James Trust
Florida
$824K +$23.8K +140 +3%
PHK
355
Point72 Hong Kong
Hong Kong
$817K -$2.35M -13,811 -75%
HIMCH
356
Hartford Investment Management Co (HIMCO)
Connecticut
$816K -$38K -223 -5%
AWM
357
Apollon Wealth Management
South Carolina
$810K -$284K -1,667 -26%
II
358
Inspire Investing
Idaho
$802K -$79.3K -466 -9%
EI
359
Ethic Inc
New York
$777K +$151K +890 +25%
FTDI
360
First Trust Direct Indexing
Massachusetts
$768K +$39.1K +230 +5%
MPPW
361
Mitchell & Pahl Private Wealth
Oklahoma
$755K +$38K +223 +5%
BHCM
362
Brevan Howard Capital Management
Jersey
$750K -$594K -3,488 -45%
CFM
363
Catalyst Funds Management
Australia
$747K +$732K +4,300 New
PAS
364
Park Avenue Securities
New York
$746K -$198K -1,166 -21%
WF
365
Welch & Forbes
Massachusetts
$745K
O
366
Ossiam
France
$741K +$336K +1,976 +86%
SAM
367
Securian Asset Management
Minnesota
$734K -$66.5K -391 -8%
Axa
368
Axa
France
$730K -$3.09M -18,127 -81%
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$730K -$34K -200 -5%
Credit Agricole
370
Credit Agricole
France
$729K +$403K +2,365 +115%
WT
371
Whittier Trust
California
$716K -$45.8K -269 -6%
DA
372
Doliver Advisors
Texas
$712K
LFA
373
Legacy Financial Advisors
Kentucky
$711K +$40.5K +238 +6%
IWC
374
Integrated Wealth Concepts
Massachusetts
$708K +$26.2K +154 +4%
AIM
375
Achmea Investment Management
Netherlands
$703K

JKHY Hedge Fund Activity: Q1 2024 in Review

656 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2024, worth a combined $11.7B — up 0.83% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of JKHY and 48 opened new positions — a net loss of 20 holders — while 239 trimmed existing stakes and 245 added.

The largest buyer was State Street, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $524M.

  • 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2024, down from 687 in Q4 2023.
  • Funds reported $11.7B of Jack Henry & Associates stock for Q1 2024, up 0.83% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q1 2024 and 68 closed out, a net change of -20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2024 was State Street, an estimated $115M added.
  • The largest Jack Henry & Associates seller in Q1 2024 was Morgan Stanley, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2024.