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Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Axxcess Wealth Management
California
$465K -$2.14K -14 -0.5%
WIC
427
Willis Investment Counsel
Georgia
$463K +$5.21K +34 +1%
IIM
428
Ipswich Investment Management
Massachusetts
$460K
KPWS
429
Kestra Private Wealth Services
Texas
$455K +$12.3K +80 +3%
BAMF
430
BI Asset Management Fondsmaeglerselskab
Denmark
$449K +$188K +1,229 +81%
FIM
431
Freedom Investment Management
Connecticut
$444K -$17.5K -114 -4%
TW
432
TritonPoint Wealth
Maryland
$436K +$409K +2,671 New
MCM
433
Monument Capital Management
Virginia
$433K -$15.3K -100 -4%
KRSITF
434
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$424K -$7.96K -52 -2%
A
435
AlphaQuest
New York
$424K +$397K +2,592 New
CJ
436
Caitlin John
Michigan
$419K +$393K +2,563 New
SM
437
Sciencast Management
New Jersey
$417K -$77.8K -508 -17%
MC
438
Machina Capital
France
$415K +$389K +2,537 New
GAM
439
Guinness Asset Management
United Kingdom
$412K -$18.8K -123 -5%
HZ
440
Hixon Zuercher
Ohio
$408K
WA
441
Wealth Alliance
New York
$406K -$9.34K -61 -2%
HWMA
442
Heritage Wealth Management (Arizona)
Arizona
$406K +$381K +2,485 New
PIM
443
Penobscot Investment Management
Massachusetts
$404K -$7.35K -48 -2%
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$404K +$257K +1,681 +213%
LAM
445
LECAP Asset Management
United Kingdom
$403K +$377K +2,464 New
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$395K -$199K -1,300 -35%
OIA
447
OneDigital Investment Advisors
Kansas
$393K +$73.2K +478 +25%
DI
448
DFPG Investments
Utah
$392K +$38.7K +253 +12%
EF
449
Empirical Finance
Pennsylvania
$391K -$14.2K -93 -4%
SB
450
Simmons Bank
Arkansas
$386K

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.