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Jack Henry & Associates

656 hedge funds and large institutions have $11.7B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.43M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 239

1% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$95.9M)

5% less funds holding

Funds holding: 687656 (-31)

4.96% less ownership

Funds ownership: 97.62%92.66% (-5%)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

Holders
656
Holders Change
-31
Holders Change %
-4.51%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
245
Reduced
239
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
426
Wealth Alliance
New York
$434K +$1.87K +11 +0.4%
HZ
427
Hixon Zuercher
Ohio
$434K
EF
428
Empirical Finance
Pennsylvania
$431K +$15K +88 +4%
TW
429
TritonPoint Wealth
Maryland
$430K -$59.4K -349 -13%
CSPIA
430
Cary Street Partners Investment Advisory
Virginia
$424K -$5.45K -32 -1%
HWMA
431
Heritage Wealth Management (Arizona)
Arizona
$418K -$13.3K -78 -3%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$418K -$32.3K -190 -7%
SB
433
Simmons Bank
Arkansas
$411K
PIM
434
Penobscot Investment Management
Massachusetts
$407K -$22.1K -130 -5%
MGP
435
Metis Global Partners
California
$404K -$5.62K -33 -1%
NMIMC
436
Northwestern Mutual Investment Management Company
Wisconsin
$402K +$1.36K +8 +0.3%
CIA
437
Concurrent Investment Advisors
Florida
$395K -$135K -794 -26%
FWP
438
FAS Wealth Partners
Kansas
$394K +$89.4K +525 +30%
Fisher Asset Management
439
Fisher Asset Management
Washington
$388K +$380K +2,233 New
MWM
440
Moran Wealth Management
Florida
$380K +$139K +818 +60%
AM
441
AGF Management
Ontario, Canada
$370K -$10.7K -63 -3%
FIM
442
Freedom Investment Management
Connecticut
$356K -$114K -670 -25%
GIA
443
Gateway Investment Advisers
Ohio
$355K +$92.8K +545 +36%
MAP
444
Moody Aldrich Partners
Massachusetts
$355K -$2.04K -12 -0.6%
Wellington Management Group
445
Wellington Management Group
Massachusetts
$355K +$108K +635 +45%
OIA
446
OneDigital Investment Advisors
Kansas
$354K -$62.5K -367 -15%
EWA
447
EverSource Wealth Advisors
Alabama
$353K -$511 -3 -0.1%
QWP
448
Quotient Wealth Partners
Texas
$352K -$470K -2,761 -58%
SEA
449
Stegent Equity Advisors
Texas
$352K +$345K +2,028 New
QEI
450
QSV Equity Investors
Illinois
$342K

JKHY Hedge Fund Activity: Q1 2024 in Review

656 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2024, worth a combined $11.7B — up 0.83% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of JKHY and 48 opened new positions — a net loss of 20 holders — while 239 trimmed existing stakes and 245 added.

The largest buyer was State Street, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $524M.

  • 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2024, down from 687 in Q4 2023.
  • Funds reported $11.7B of Jack Henry & Associates stock for Q1 2024, up 0.83% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q1 2024 and 68 closed out, a net change of -20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2024 was State Street, an estimated $115M added.
  • The largest Jack Henry & Associates seller in Q1 2024 was Morgan Stanley, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2024.