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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
HWMA
401
Heritage Wealth Management (Arizona)
Arizona
$667K +$375K +2,033 +115%
SCA
402
Snowden Capital Advisors
New York
$655K -$49.9K -270 -7%
BF
403
BOK Financial
Oklahoma
$633K -$18.1K -98 -3%
FWA
404
FSM Wealth Advisors
Ohio
$628K
GT
405
Glenmede Trust
Pennsylvania
$619K +$132K +717 +26%
FCI
406
Financial Counselors Inc
Kansas
$609K -$55.4K -300 -8%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$606K -$55.4K -300 -8%
SWM
408
SeaCrest Wealth Management
New York
$605K -$32.3K -175 -5%
MCM
409
Manchester Capital Management
Vermont
$600K +$631K +3,415 New
BBA
410
Baader Bank Aktiengesellschaft
Germany
$599K
CCM
411
CTC Capital Management
Illinois
$597K +$628K +3,400 New
SC
412
Sepio Capital
Utah
$586K -$6.65K -36 -1%
FIM
413
Freedom Investment Management
Connecticut
$583K -$51K -276 -8%
MPPW
414
Mitchell & Pahl Private Wealth
Oklahoma
$572K +$20.7K +112 +4%
MCP
415
Martin Capital Partners
Oregon
$568K -$53.5K -290 -8%
PA
416
Parallel Advisors
California
$565K -$62K -336 -9%
AWM
417
Avior Wealth Management
Nebraska
$558K
Impax Asset Management Group
418
Impax Asset Management Group
United Kingdom
$546K +$81.1K +439 +16%
IA
419
IFP Advisors
Florida
$544K -$281K -1,523 -26%
Bessemer Group
420
Bessemer Group
New Jersey
$544K -$18.3K -99 -3%
EGM
421
Engineers Gate Manager
New York
$535K +$562K +3,045 New
SB
422
Simmons Bank
Arkansas
$523K +$207K +1,119 +60%
TW
423
TrinityPoint Wealth
Connecticut
$521K +$36.4K +197 +7%
AAS
424
Avantax Advisory Services
Texas
$505K +$531K +2,878 New
WCM
425
Wedge Capital Management
North Carolina
$502K +$1.11K +6 +0.2%

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.