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Jack Henry & Associates

586 hedge funds and large institutions have $10.7B invested in Jack Henry & Associates in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 241 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

46% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $11.5M

5% more capital invested

Capital invested by funds: $10.2B → $10.7B (+$488M)

3% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 71

1.05% less ownership

Funds ownership: 91.32%90.26% (-1.1%)

2% less funds holding

Funds holding: 597586 (-11)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 241

Holders
586
Holders Change
-11
Holders Change %
-1.84%
% of All Funds
12.91%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
69
Increased
181
Reduced
241
Closed
71
Calls
$16.9M
Puts
$11.5M
Net Calls
+$5.33M
Net Calls Change
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
426
Wealth Alliance
New York
$267K +$268K +1,723 New
JMFC
427
J.M. Forbes & Co
Massachusetts
$265K
RCAG
428
Rehmann Capital Advisory Group
Michigan
$264K +$264K +1,700 New
QT
429
Quantbot Technologies
New York
$262K +$239K +1,542 +1,028%
ECM
430
ExodusPoint Capital Management
New York
$262K +$262K +1,685 New
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$252K +$39.1K +252 +18%
UH
432
Unigestion Holding
Switzerland
$251K +$251K +1,615 New
GIA
433
Gateway Investment Advisers
Ohio
$249K -$9.47M -60,983 -97%
DHFB
434
Dixon Hubard Feinour & Brown
Virginia
$249K
EGM
435
Engineers Gate Manager
New York
$247K -$4.52M -29,107 -95%
AF
436
Advisornet Financial
Minnesota
$241K +$3.11K +20 +1%
PPW
437
Parcion Private Wealth
Washington
$239K -$19.9K -128 -8%
RMDI
438
R.M. Davis Inc
Maine
$239K -$19.4K -125 -8%
CA
439
Cetera Advisors
Colorado
$239K +$239K +1,538 New
CCP
440
Corient Capital Partners
California
$239K +$240K +1,544 New
SC
441
SouthState Corp
Florida
$236K
Cetera Investment Advisers
442
Cetera Investment Advisers
Illinois
$232K -$24.9K -160 -10%
MYAM
443
Meiji Yasuda Asset Management
Japan
$230K -$2.52M -16,220 -92%
CAI
444
Capital Advisors Inc
Oklahoma
$230K +$8.7K +56 +4%
QCM
445
Quantinno Capital Management
New York
$224K -$39.4K -254 -15%
William Blair & Company
446
William Blair & Company
Illinois
$224K -$7.14K -46 -3%
AA
447
ALPS Advisors
Colorado
$223K -$146K -937 -39%
AT
448
Arden Trust
Delaware
$221K -$47.2K -304 -18%
NF
449
Nikulski Financial
Iowa
$221K +$155 +1 +0.1%
IG
450
ING Group
Netherlands
$219K +$219K +1,411 New

JKHY Hedge Fund Activity: Q1 2020 in Review

586 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2020, worth a combined $10.7B — up 4.8% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of JKHY and 69 opened new positions — a net loss of 2 holders — while 241 trimmed existing stakes and 181 added.

The largest buyer was Victory Capital Management, adding an estimated $129M. The largest seller was Congress Asset Management, cutting an estimated $99.9M.

  • 586 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2020, down from 597 in Q4 2019.
  • Funds reported $10.7B of Jack Henry & Associates stock for Q1 2020, up 4.8% quarter-over-quarter.
  • 69 funds opened new Jack Henry & Associates positions in Q1 2020 and 71 closed out, a net change of -2 holders.
  • The largest Jack Henry & Associates buyer in Q1 2020 was Victory Capital Management, an estimated $129M added.
  • The largest Jack Henry & Associates seller in Q1 2020 was Congress Asset Management, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2020.