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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
376
SteelPeak Wealth
California
$820K -$682K -3,696 -44%
RWM
377
Ritholtz Wealth Management
New York
$811K -$2.44M -13,197 -74%
RJT
378
Raymond James Trust
Florida
$810K -$46.2K -250 -5%
Man Group
379
Man Group
United Kingdom
$776K -$306K -1,658 -27%
TC
380
Toews Corporation
New Jersey
$772K -$295K -1,600 -27%
Cetera Investment Advisers
381
Cetera Investment Advisers
Illinois
$766K +$98.4K +533 +14%
WF
382
Welch & Forbes
Massachusetts
$762K
Corient Private Wealth
383
Corient Private Wealth
Florida
$758K +$809K +4,383 New
PFPT
384
Pinnacle Financial Partners (Tennessee)
Tennessee
$754K
CCG
385
Cypress Capital Group
Florida
$735K
SFS
386
Stiles Financial Services
Minnesota
$726K +$1.48K +8 +0.2%
Cerity Partners
387
Cerity Partners
New York
$724K +$37.3K +202 +5%
BAMCO Inc
388
BAMCO Inc
New York
$720K +$73.9K +400 +11%
CAN
389
Cetera Advisor Networks
California
$718K +$755K +4,090 New
AP
390
AtonRa Partners
Switzerland
$716K -$54.7K -296 -7%
SMC
391
Smith, Moore & Co
Missouri
$713K +$5.17K +28 +0.7%
MLICM
392
Metropolitan Life Insurance Company (MetLife)
New York
$711K -$53.4K -289 -7%
QT
393
Quantbot Technologies
New York
$703K +$740K +4,006 New
HTC
394
Haverford Trust Company
Pennsylvania
$702K
BMSSC
395
B. Metzler seel. Sohn & Co
Germany
$688K +$199K +1,075 +38%
O
396
Ossiam
France
$687K -$3.87M -20,965 -84%
AO
397
Advisor OS
Illinois
$685K -$15.3K -83 -2%
HI
398
Horizon Investments
North Carolina
$684K +$97.5K +528 +16%
AG
399
AIA Group
Hong Kong
$671K +$369K +2,000 +110%
LA
400
Legacy Advisors
Pennsylvania
$667K +$214K +1,161 +44%

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.