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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
AAM
376
Advisors Asset Management
Colorado
$711K -$374K -2,148 -36%
HF
377
HRT Financial
New York
$709K +$672K +3,853 New
SC
378
Sepio Capital
Utah
$692K -$189K -1,082 -22%
PI
379
Pettee Investors
Connecticut
$672K -$50.2K -288 -7%
CS
380
Candriam SCA
Luxembourg
$660K +$625K +3,587 New
Alyeska Investment Group
381
Alyeska Investment Group
Illinois
$658K -$10.2M -58,590 -94%
BFA
382
Beacon Financial Advisory
Ohio
$656K
NNP
383
Nachman Norwood & Parrott
South Carolina
$641K -$523 -3 -0.1%
AG
384
AlphaSimPlex Group
Massachusetts
$641K +$607K +3,481 New
GCMG
385
Gyroscope Capital Management Group
Florida
$633K -$81K -465 -12%
VWM
386
Venturi Wealth Management
Texas
$632K +$599K +3,435 New
AWM
387
Avior Wealth Management
Nebraska
$631K
OCM
388
Oribel Capital Management
New York
$626K -$209K -1,200 -26%
VPIM
389
Vanguard Personalized Indexing Management
California
$626K -$76.5K -439 -11%
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$620K -$29.5K -169 -5%
SWA
391
SFMG Wealth Advisors
Texas
$617K -$11K -63 -2%
CIC
392
Carnegie Investment Counsel
Ohio
$617K
VWA
393
V Wealth Advisors
Kansas
$611K
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$607K
AWM
395
AE Wealth Management
Kansas
$605K -$14.6K -84 -2%
CI
396
Cigna Investments
Connecticut
$595K -$216K -1,240 -28%
SWM
397
SeaCrest Wealth Management
New York
$589K -$4.36K -25 -0.8%
IIM
398
Ipswich Investment Management
Massachusetts
$569K
FHB
399
First Hawaiian Bank
Hawaii
$569K +$139K +798 +35%
WMC
400
Westwood Management Corporation
Illinois
$552K

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.