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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
WT
401
Whittier Trust
California
$581K -$103K -623 -15%
GSEP
402
Golden State Equity Partners
California
$581K +$581K +3,497 New
SCM
403
Shelton Capital Management
Colorado
$574K -$1.25M -7,500 -68%
WIC
404
Willis Investment Counsel
Georgia
$572K +$5.98K +36 +1%
GCP
405
GSA Capital Partners
United Kingdom
$561K -$551K -3,321 -50%
FCI
406
Financial Counselors Inc
Kansas
$552K -$4.15K -25 -0.7%
BCM
407
Bayesian Capital Management
New York
$551K +$551K +3,320 New
PCIA
408
Prime Capital Investment Advisors
Kansas
$546K -$650K -3,913 -54%
ATC
409
Argent Trust Co
Tennessee
$545K +$3.15K +19 +0.6%
XT
410
XTX Topco
Cayman Islands
$543K +$34.9K +210 +7%
SC
411
Sepio Capital
Utah
$540K -$7.14K -43 -1%
D.E. Shaw & Co
412
D.E. Shaw & Co
New York
$535K
AWM
413
Avior Wealth Management
Nebraska
$531K -$8.8K -53 -2%
BIM
414
Bridges Investment Management
Nebraska
$531K +$531K +3,201 New
TW
415
TrinityPoint Wealth
Connecticut
$519K +$21.6K +130 +4%
RIM
416
Rakuten Investment Management
Japan
$517K +$190K +1,144 +58%
CFGS
417
Concourse Financial Group Securities
Alabama
$510K -$43.7K -263 -8%
GT
418
Glenmede Trust
Pennsylvania
$500K -$1.65M -9,928 -77%
Acadian Asset Management
419
Acadian Asset Management
Massachusetts
$499K +$225K +1,355 +82%
FFA
420
Farther Finance Advisors
California
$487K +$172K +1,033 +53%
CIA
421
Concurrent Investment Advisors
Florida
$486K +$109K +658 +29%
SRL
422
Scientech Research LLC
New Jersey
$471K +$471K +2,836 New
ASN
423
Advisory Services Network
Georgia
$470K +$49.5K +298 +12%
IIM
424
Ipswich Investment Management
Massachusetts
$468K
AWM
425
Axxcess Wealth Management
California
$466K -$6.81K -41 -1%

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.