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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
LCWP
376
Legacy Capital Wealth Partners
Arkansas
$735K -$4.29K -24 -0.6%
CA
377
CoreCap Advisors
Michigan
$734K -$14.8K -83 -2%
CIS
378
Capital International Sarl
California
$730K -$65.4K -366 -8%
VIM
379
Vinva Investment Management
Australia
$722K -$1.7M -9,530 -70%
CBUSF
380
Construction & Building Unions Superannuation Fund
Australia
$719K +$733K +4,100 New
KPWS
381
Kestra Private Wealth Services
Texas
$713K -$9.47K -53 -1%
BAMF
382
BI Asset Management Fondsmaeglerselskab
Denmark
$706K +$495K +2,767 +219%
AWS
383
Atria Wealth Solutions
New York
$702K -$30K -168 -4%
DA
384
Doliver Advisors
Texas
$701K -$17.9K -100 -2%
TWP
385
Tyche Wealth Partners
Texas
$700K +$439K +2,455 +160%
LSERS
386
Louisiana State Employees Retirement System
Louisiana
$684K -$35.7K -200 -5%
MSRPS
387
Maryland State Retirement & Pension System
Maryland
$679K -$48.4K -271 -7%
MWM
388
Moran Wealth Management
Florida
$679K +$15.2K +85 +2%
LFA
389
Legacy Financial Advisors
Kentucky
$671K -$47K -263 -6%
SAM
390
Securian Asset Management
Minnesota
$671K -$17.9K -100 -3%
DWM
391
Diversify Wealth Management
Utah
$660K +$141K +787 +26%
BOTPPF
392
Board of the Pension Protection Fund
United Kingdom
$649K +$661K +3,700 New
BIM
393
Bridges Investment Management
Nebraska
$645K +$75.6K +423 +13%
WIC
394
Willis Investment Counsel
Georgia
$640K +$12.2K +68 +2%
NAAA
395
New Age Alpha Advisors
New York
$638K +$633K +3,542 +3,578%
EC
396
EntryPoint Capital
New York
$632K -$24.8K -139 -4%
FWA
397
FSM Wealth Advisors
Ohio
$619K +$1.25K +7 +0.2%
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$614K
SCM
399
Shelton Capital Management
Colorado
$607K
NMERB
400
New Mexico Educational Retirement Board
New Mexico
$605K -$17.9K -100 -3%

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.