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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
351
RWA Wealth Partners
Massachusetts
$909K +$926K +5,183 New
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$900K +$918K +5,135 New
LA
353
Legacy Advisors
Pennsylvania
$885K +$19.5K +109 +2%
KRS
354
Kentucky Retirement Systems
Kentucky
$878K -$12.3K -69 -1%
TRCT
355
Tower Research Capital (TRC)
New York
$874K -$689K -3,855 -44%
AAS
356
Avantax Advisory Services
Texas
$866K -$3.75K -21 -0.4%
BRWA
357
B. Riley Wealth Advisors
Florida
$856K -$21.8K -122 -2%
PAG
358
Private Advisor Group
New Jersey
$848K -$13.6K -76 -2%
NG
359
Novem Group
New York
$835K +$852K +4,765 New
MPPW
360
Mitchell & Pahl Private Wealth
Oklahoma
$825K +$43.4K +243 +5%
PAS
361
Park Avenue Securities
New York
$818K +$122K +684 +17%
DAS
362
Dynamic Advisor Solutions
Arizona
$814K +$65.6K +367 +9%
ICP
363
Impact Capital Partners
Colorado
$813K +$829K +4,638 New
SAM
364
Shell Asset Management
Netherlands
$789K -$126K -706 -14%
LA
365
LVW Advisors
New York
$782K -$6.25K -35 -0.8%
SF
366
Summit Financial
New Jersey
$782K +$8.76K +49 +1%
HIMCH
367
Hartford Investment Management Co (HIMCO)
Connecticut
$781K -$15.5K -87 -2%
WP
368
Woodline Partners
California
$768K +$783K +4,381 New
SCM
369
Sterling Capital Management
North Carolina
$753K +$274K +1,533 +55%
CANY
370
Caxton Associates (New York)
New York
$751K +$766K +4,286 New
GIA
371
Gateway Investment Advisers
Ohio
$749K +$764K +4,275 New
1832 Asset Management
372
1832 Asset Management
Ontario, Canada
$748K +$42.4K +237 +6%
PA
373
Parallel Advisors
California
$746K +$191K +1,070 +34%
GC
374
Guggenheim Capital
Illinois
$740K +$303K +1,697 +67%
WF
375
Welch & Forbes
Massachusetts
$739K

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.