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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
KPWS
376
Kestra Private Wealth Services
Texas
$728K -$75.8K -448 -10%
RIM
377
Rakuten Investment Management
Japan
$727K +$174K +1,028 +33%
DA
378
Doliver Advisors
Texas
$724K
LSERS
379
Louisiana State Employees Retirement System
Louisiana
$724K
LFA
380
Legacy Financial Advisors
Kentucky
$723K -$6.6K -39 -0.9%
1832 Asset Management
381
1832 Asset Management
Ontario, Canada
$711K
PAS
382
Park Avenue Securities
New York
$703K -$75.1K -444 -10%
SAM
383
Securian Asset Management
Minnesota
$693K -$33.8K -200 -5%
MWM
384
Moran Wealth Management
Florida
$668K +$4.74K +28 +0.7%
EC
385
EntryPoint Capital
New York
$661K +$575K +3,399 +985%
EOJOAM
386
E. Ohman J:or Asset Management
Sweden
$657K
NC
387
nVerses Capital
Florida
$653K +$626K +3,700 New
SRL
388
Scientech Research LLC
New Jersey
$653K +$146K +863 +30%
PCM
389
Prelude Capital Management
New York
$651K +$280K +1,656 +82%
IG
390
ING Group
Netherlands
$649K -$904K -5,342 -59%
FWA
391
FSM Wealth Advisors
Ohio
$632K +$677 +4 +0.1%
WIC
392
Willis Investment Counsel
Georgia
$632K +$22.8K +135 +4%
RSWM
393
Robertson Stephens Wealth Management
California
$631K +$605K +3,577 New
NMERB
394
New Mexico Educational Retirement Board
New Mexico
$627K -$16.9K -100 -3%
WT
395
Whittier Trust
California
$622K +$3.38K +20 +0.6%
SFS
396
Stiles Financial Services
Minnesota
$619K -$2.2K -13 -0.4%
BMSSC
397
B. Metzler seel. Sohn & Co
Germany
$618K
SCM
398
Shelton Capital Management
Colorado
$611K
EA
399
Everpar Advisors
Oklahoma
$610K -$44.2K -261 -7%
PD
400
Point72 (DIFC)
United Arab Emirates
$606K +$581K +3,431 New

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.