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Jack Henry & Associates

477 hedge funds and large institutions have $8.29B invested in Jack Henry & Associates in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 181 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $3.56M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 453477 (+24)

4% more capital invested

Capital invested by funds: $7.98B → $8.29B (+$311M)

0.38% more ownership

Funds ownership: 88.39%88.77% (+0.38%)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 181

Holders
477
Holders Change
+24
Holders Change %
+5.3%
% of All Funds
10.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
46
Increased
164
Reduced
181
Closed
19
Calls
$5.07M
Puts
$3.56M
Net Calls
+$1.51M
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$42K -$2.55K -21 -6%
DSC
427
Duncker Streett & Co
Missouri
$41K
AssetMark Inc
428
AssetMark Inc
California
$39K -$8.88K -73 -18%
FPFS
429
First Personal Financial Services
North Carolina
$36K
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$34K -$23.4K -192 -41%
HIIFS
431
Harel Insurance Investments & Financial Services
Israel
$34K -$5.47K -45 -14%
OC
432
Oakworth Capital
Alabama
$34K
CPP
433
Crow Point Partners
Massachusetts
$33K
Bessemer Group
434
Bessemer Group
New Jersey
$32K -$6.1M -50,151 -99%
WAM
435
Wealthspire Advisors (Maryland)
Maryland
$30K
OWA
436
One Wealth Advisors
California
$26K -$1.58K -13 -6%
BBHC
437
Brown Brothers Harriman & Co
New York
$26K
AS
438
Altshuler Shaham
Israel
$25K +$27.1K +223 +137%
QCG
439
Quadrant Capital Group
Ohio
$21K -$365 -3 -2%
GAM
440
Gemmer Asset Management
California
$21K
CPIG
441
Chicago Partners Investment Group
Illinois
$21K +$12.8K +105 +150%
AC
442
Avestar Capital
New York
$17K -$487 -4 -3%
OAJ
443
Ogorek Anthony Joseph
New York
$17K
AF
444
Arrow Financial
New York
$15K
VCM
445
Versant Capital Management
Arizona
$14K -$243 -2 -2%
FCB
446
First Command Bank
Texas
$13.4K
FCFS
447
First Command Financial Services
Texas
$13K
TL
448
TrueWealth LLC
Georgia
$12K -$39.5K -325 -77%
HNB
449
Huntington National Bank
Ohio
$12K
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$11K -$48.9K -402 -81%

JKHY Hedge Fund Activity: Q1 2018 in Review

477 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2018, worth a combined $8.29B — up 3.9% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JKHY positions and 19 closed out — a net gain of 27 holders — while 164 added to existing stakes and 181 trimmed.

The largest buyer was Capital World Investors, adding an estimated $57.4M. The largest seller was Janus Henderson Group, cutting an estimated $57.2M.

  • 477 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2018, up from 453 in Q4 2017.
  • Funds reported $8.29B of Jack Henry & Associates stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 46 funds opened new Jack Henry & Associates positions in Q1 2018 and 19 closed out, a net change of +27 holders.
  • The largest Jack Henry & Associates buyer in Q1 2018 was Capital World Investors, an estimated $57.4M added.
  • The largest Jack Henry & Associates seller in Q1 2018 was Janus Henderson Group, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2018.