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Jack Henry & Associates

667 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 260 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

22% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $3.65M

12% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 232

2% more funds holding

Funds holding: 656667 (+11)

0.78% less ownership

Funds ownership: 92.66%91.88% (-0.78%)

5% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$586M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
667
Holders Change
+11
Holders Change %
+1.68%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
260
Reduced
232
Closed
53
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
376
Dynamic Advisor Solutions
Arizona
$687K +$223K +1,345 +48%
LFA
377
Legacy Financial Advisors
Kentucky
$686K +$6.31K +38 +0.9%
SAM
378
Securian Asset Management
Minnesota
$685K -$16.6K -100 -2%
CAM
379
Cresset Asset Management
Illinois
$681K +$246K +1,484 +57%
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$681K -$16.6K -100 -2%
DA
381
Doliver Advisors
Texas
$681K
LA
382
LVW Advisors
New York
$677K +$59.8K +360 +10%
Mirae Asset Global Investments
383
Mirae Asset Global Investments
South Korea
$676K -$22.8M -137,359 -97%
1832 Asset Management
384
1832 Asset Management
Ontario, Canada
$669K +$7.47K +45 +1%
AWS
385
Atria Wealth Solutions
New York
$655K +$89.3K +538 +16%
A
386
AlphaQuest
New York
$648K -$552K -3,323 -46%
SF
387
Summit Financial
New Jersey
$642K +$122K +737 +24%
P
388
&Partners
Tennessee
$638K +$638K +3,845 New
OTPPB
389
Ontario Teachers' Pension Plan Board
Ontario, Canada
$633K -$463K -2,788 -42%
MWM
390
Moran Wealth Management
Florida
$624K +$261K +1,570 +72%
AWM
391
Apollon Wealth Management
South Carolina
$623K -$151K -907 -19%
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$618K +$133K +800 +27%
EA
393
Everpar Advisors
Oklahoma
$617K +$38.7K +233 +7%
II
394
Inspire Investing
Idaho
$615K -$152K -913 -20%
NMERB
395
New Mexico Educational Retirement Board
New Mexico
$606K
SEA
396
Stegent Equity Advisors
Texas
$601K +$265K +1,595 +79%
BPA
397
Beacon Pointe Advisors
California
$599K +$1.49K +9 +0.3%
FWA
398
FSM Wealth Advisors
Ohio
$594K +$1.33K +8 +0.2%
SFS
399
Stiles Financial Services
Minnesota
$584K -$28.9K -174 -5%
BMSSC
400
B. Metzler seel. Sohn & Co
Germany
$581K +$13.4K +81 +2%

JKHY Hedge Fund Activity: Q2 2024 in Review

667 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2024, worth a combined $11.1B — down 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JKHY positions and 53 closed out — a net gain of 21 holders — while 260 added to existing stakes and 232 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $50.7M. The largest seller was Bank Julius Baer & Co, cutting an estimated $85.8M.

  • 667 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2024, up from 656 in Q1 2024.
  • Funds reported $11.1B of Jack Henry & Associates stock for Q2 2024, down 5% quarter-over-quarter.
  • 74 funds opened new Jack Henry & Associates positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest Jack Henry & Associates buyer in Q2 2024 was First Trust Advisors, an estimated $50.7M added.
  • The largest Jack Henry & Associates seller in Q2 2024 was Bank Julius Baer & Co, an estimated $85.8M sold.

Based on aggregated 13F filings for Q2 2024.