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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
WCM Investment Management
401
WCM Investment Management
California
$603K +$290K +1,621 +89%
SFS
402
Stiles Financial Services
Minnesota
$601K -$13.4K -75 -2%
Two Sigma Advisers
403
Two Sigma Advisers
New York
$596K +$107K +600 +21%
EA
404
Everpar Advisors
Oklahoma
$595K -$10.5K -59 -2%
WT
405
Whittier Trust
California
$595K -$22.9K -128 -4%
Bank Julius Baer & Co
406
Bank Julius Baer & Co
Switzerland
$590K -$1.19M -6,679 -69%
GT
407
Glenmede Trust
Pennsylvania
$582K +$23.4K +131 +4%
IG
408
ING Group
Netherlands
$578K -$67.6K -378 -10%
CIA
409
Concurrent Investment Advisors
Florida
$576K +$110K +615 +23%
Vontobel Holding
410
Vontobel Holding
Switzerland
$574K -$343K -1,922 -37%
TW
411
TrinityPoint Wealth
Connecticut
$569K +$20.4K +114 +4%
FCI
412
Financial Counselors Inc
Kansas
$567K +$1.97K +11 +0.3%
SC
413
Sepio Capital
Utah
$566K -$15.2K -85 -3%
GAM
414
Guinness Asset Management
United Kingdom
$552K +$66.7K +373 +13%
AWM
415
Apollon Wealth Management
South Carolina
$551K -$13.9K -78 -2%
ATC
416
Argent Trust Co
Tennessee
$549K -$15.5K -87 -3%
EOJOAM
417
E. Ohman J:or Asset Management
Sweden
$547K -$107K -600 -16%
SEA
418
Stegent Equity Advisors
Texas
$539K -$21.4K -120 -4%
CFO
419
Callan Family Office
Pennsylvania
$536K +$547K +3,058 New
CFGS
420
Concourse Financial Group Securities
Alabama
$531K -$14.8K -83 -3%
HF
421
HRT Financial
New York
$528K -$2.91M -16,280 -84%
BCI
422
Brinker Capital Investments
Pennsylvania
$509K +$48.1K +269 +10%
OPS
423
Orion Portfolio Solutions
Nebraska
$509K +$48.1K +269 +10%
Wellington Management Group
424
Wellington Management Group
Massachusetts
$506K +$75.6K +423 +17%
YMRC
425
Yorktown Management & Research Company
Virginia
$500K

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.