We are live on ! Find out more
JKHY icon

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
BPA
401
Beacon Pointe Advisors
California
$601K -$35K -207 -6%
SC
402
Sepio Capital
Utah
$585K +$10.2K +60 +2%
BIM
403
Bridges Investment Management
Nebraska
$575K +$9.31K +55 +2%
FCI
404
Financial Counselors Inc
Kansas
$569K -$16.9K -100 -3%
AWM
405
Apollon Wealth Management
South Carolina
$569K -$90K -532 -14%
ATC
406
Argent Trust Co
Tennessee
$568K -$10.7K -63 -2%
SEA
407
Stegent Equity Advisors
Texas
$564K -$72.1K -426 -12%
Public Sector Pension Investment Board (PSP Investments)
408
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$564K +$67.7K +400 +14%
GT
409
Glenmede Trust
Pennsylvania
$563K +$29.4K +174 +6%
DWM
410
Diversify Wealth Management
Utah
$563K +$60.1K +355 +13%
PA
411
Parallel Advisors
California
$562K +$196K +1,158 +57%
CFGS
412
Concourse Financial Group Securities
Alabama
$555K +$12.9K +76 +2%
TW
413
TrinityPoint Wealth
Connecticut
$552K +$677 +4 +0.1%
AWM
414
Avior Wealth Management
Nebraska
$510K -$52.5K -310 -10%
YMRC
415
Yorktown Management & Research Company
Virginia
$503K +$482K +2,850 New
IIM
416
Ipswich Investment Management
Massachusetts
$497K
Two Sigma Advisers
417
Two Sigma Advisers
New York
$494K -$1.66M -9,800 -78%
PTC
418
Petrus Trust Company
Texas
$493K
GAM
419
Guinness Asset Management
United Kingdom
$490K +$29.3K +173 +7%
SCM
420
Sterling Capital Management
North Carolina
$488K +$468K +2,765 New
FC
421
FORA Capital
Florida
$481K -$644K -3,808 -58%
AWM
422
Axxcess Wealth Management
California
$476K -$19K -112 -4%
CIA
423
Concurrent Investment Advisors
Florida
$472K -$43.7K -258 -9%
ASN
424
Advisory Services Network
Georgia
$470K
BCI
425
Brinker Capital Investments
Pennsylvania
$465K +$204K +1,207 +85%

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.