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Jack Henry & Associates

667 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 260 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

22% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $3.65M

12% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 232

2% more funds holding

Funds holding: 656667 (+11)

0.78% less ownership

Funds ownership: 92.66%91.88% (-0.78%)

5% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$586M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
667
Holders Change
+11
Holders Change %
+1.68%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
260
Reduced
232
Closed
53
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Petrus Trust Company
Texas
$464K -$189K -1,139 -29%
Public Sector Pension Investment Board (PSP Investments)
427
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$464K +$197K +1,189 +74%
DWM
428
Diversify Wealth Management
Utah
$442K +$448K +2,696 New
GAM
429
Guinness Asset Management
United Kingdom
$432K +$13.6K +82 +3%
MCM
430
Monument Capital Management
Virginia
$431K
HZ
431
Hixon Zuercher
Ohio
$415K
RWM
432
Ritholtz Wealth Management
New York
$412K -$69.4K -418 -14%
WA
433
Wealth Alliance
New York
$412K -$2.99K -18 -0.7%
ONB
434
Old National Bancorp
Indiana
$399K +$171K +1,029 +75%
EF
435
Empirical Finance
Pennsylvania
$398K -$14.3K -86 -3%
TSS
436
Two Sigma Securities
New York
$398K +$398K +2,395 New
Verition Fund Management
437
Verition Fund Management
Connecticut
$394K -$676K -4,069 -63%
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$390K -$8.96K -54 -2%
SB
439
Simmons Bank
Arkansas
$388K -$4.15K -25 -1%
NMIMC
440
Northwestern Mutual Investment Management Company
Wisconsin
$385K +$1.16K +7 +0.3%
PIM
441
Penobscot Investment Management
Massachusetts
$385K -$4.15K -25 -1%
MGP
442
Metis Global Partners
California
$383K -$3.32K -20 -0.9%
CG
443
Cynosure Group
Utah
$380K +$86.3K +520 +29%
KeyBank National Association
444
KeyBank National Association
Ohio
$378K +$102K +617 +37%
SCA
445
Snowden Capital Advisors
New York
$377K +$142K +858 +61%
EWA
446
EverSource Wealth Advisors
Alabama
$372K +$498 +3 +0.1%
FAIM
447
Financial Advocates Investment Management
Washington
$368K +$368K +2,215 New
QCM
448
QRG Capital Management
Illinois
$367K -$52.8K -318 -13%
DFCM
449
Dark Forest Capital Management
Puerto Rico
$366K -$71.4K -430 -16%
VA
450
Vident Advisory
Georgia
$365K +$365K +2,201 New

JKHY Hedge Fund Activity: Q2 2024 in Review

667 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2024, worth a combined $11.1B — down 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JKHY positions and 53 closed out — a net gain of 21 holders — while 260 added to existing stakes and 232 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $50.7M. The largest seller was Bank Julius Baer & Co, cutting an estimated $85.8M.

  • 667 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2024, up from 656 in Q1 2024.
  • Funds reported $11.1B of Jack Henry & Associates stock for Q2 2024, down 5% quarter-over-quarter.
  • 74 funds opened new Jack Henry & Associates positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest Jack Henry & Associates buyer in Q2 2024 was First Trust Advisors, an estimated $50.7M added.
  • The largest Jack Henry & Associates seller in Q2 2024 was Bank Julius Baer & Co, an estimated $85.8M sold.

Based on aggregated 13F filings for Q2 2024.