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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
426
Ipswich Investment Management
Massachusetts
$500K
GCMG
427
Gyroscope Capital Management Group
Florida
$497K +$9.97K +54 +2%
I
428
InceptionR
California
$496K +$522K +2,826 New
DTL
429
Dynamic Technology Lab
Singapore
$482K +$507K +2,745 New
GI
430
Gradient Investments
Minnesota
$479K
PIM
431
Penobscot Investment Management
Massachusetts
$478K
NA
432
NewEdge Advisors
Louisiana
$477K +$153K +826 +10%
KIA
433
KLR Investment Advisors
Rhode Island
$472K +$497K +2,691 New
EOJOAM
434
E. Ohman J:or Asset Management
Sweden
$460K
LA
435
LVW Advisors
New York
$459K -$46.2K -250 -9%
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$458K
HZ
437
Hixon Zuercher
Ohio
$438K +$461K +2,497 New
BPA
438
Beacon Pointe Advisors
California
$434K +$35.1K +190 +8%
GAM
439
Guinness Asset Management
United Kingdom
$432K
IWA
440
Icon Wealth Advisors
Texas
$425K -$19.8K -107 -4%
CWM
441
Curi Wealth Management
North Carolina
$423K +$185 +1 +0%
ASN
442
Advisory Services Network
Georgia
$417K +$184K +995 +72%
BAM
443
Blueshift Asset Management
New Jersey
$405K +$426K +2,308 New
NMIMC
444
Northwestern Mutual Investment Management Company
Wisconsin
$401K -$77.6K -420 -16%
AG
445
Ascent Group
Virginia
$401K -$172K -932 -29%
MYIA
446
Mount Yale Investment Advisors
Colorado
$398K -$7.02K -38 -2%
CA
447
Cetera Advisors
Colorado
$387K +$407K +2,202 New
FL
448
Fort LP
Maryland
$384K -$153K -829 -27%
CA
449
CoreCap Advisors
Michigan
$381K +$52.4K +284 +15%
MC
450
Machina Capital
France
$378K +$398K +2,154 New

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.