We are live on ! Find out more
JKHY icon

Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Avantax Advisory Services
Texas
$876K +$32.2K +190 +4%
LA
352
Legacy Advisors
Pennsylvania
$872K -$12.9K -76 -2%
PAG
353
Private Advisor Group
New Jersey
$867K +$43.8K +259 +6%
MC
354
Machina Capital
France
$861K -$276K -1,633 -25%
DTL
355
Dynamic Technology Lab
Singapore
$860K +$825K +4,873 New
EF
356
Empowered Funds
Pennsylvania
$855K +$16.4K +97 +2%
FTDI
357
First Trust Direct Indexing
Massachusetts
$851K -$31.5K -186 -4%
BCM
358
Brown Capital Management
Maryland
$846K -$1.72M -10,141 -68%
MSU
359
Mizuho Securities USA
New York
$835K -$149K -882 -16%
OTPPB
360
Ontario Teachers' Pension Plan Board
Ontario, Canada
$811K +$132K +779 +20%
AO
361
Advisor OS
Illinois
$804K -$350K -2,070 -31%
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$802K -$19.8K -117 -3%
CIS
363
Capital International Sarl
California
$800K -$138K -815 -15%
LA
364
LVW Advisors
New York
$794K +$71.2K +421 +10%
MPPW
365
Mitchell & Pahl Private Wealth
Oklahoma
$788K +$14.2K +84 +2%
A
366
AlphaQuest
New York
$779K +$86.1K +509 +13%
SF
367
Summit Financial
New Jersey
$779K +$91.5K +541 +14%
EI
368
Ethic Inc
New York
$777K -$40.8K -241 -5%
DAS
369
Dynamic Advisor Solutions
Arizona
$755K +$23.5K +139 +3%
MCP
370
Martin Capital Partners
Oregon
$755K -$274K -1,617 -27%
CA
371
CoreCap Advisors
Michigan
$754K +$723K +4,270 New
LCWP
372
Legacy Capital Wealth Partners
Arkansas
$744K -$49.8K -294 -7%
WF
373
Welch & Forbes
Massachusetts
$744K -$12.7K -75 -2%
AWS
374
Atria Wealth Solutions
New York
$737K +$38.9K +230 +6%
MSRPS
375
Maryland State Retirement & Pension System
Maryland
$731K -$244K -1,443 -26%

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.