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Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
426
Orion Portfolio Solutions
Nebraska
$465K +$204K +1,207 +85%
RWM
427
Ritholtz Wealth Management
New York
$461K +$21.8K +129 +5%
CM
428
Crestline Management
Texas
$457K +$438K +2,586 New
N
429
Natixis
France
$452K -$1.13M -6,661 -72%
WA
430
Wealth Alliance
New York
$452K +$13.4K +79 +3%
SCA
431
Summit Creek Advisors
Minnesota
$450K +$110K +653 +34%
MCM
432
Monument Capital Management
Virginia
$449K -$8.8K -52 -2%
GC
433
Guggenheim Capital
Illinois
$445K +$58.4K +345 +16%
HZ
434
Hixon Zuercher
Ohio
$441K
Wellington Management Group
435
Wellington Management Group
Massachusetts
$435K +$48.7K +288 +13%
SCA
436
Snowden Capital Advisors
New York
$435K +$32.5K +192 +8%
ONB
437
Old National Bancorp
Indiana
$433K +$8.29K +49 +2%
EF
438
Empirical Finance
Pennsylvania
$432K +$8.29K +49 +2%
FAIM
439
Financial Advocates Investment Management
Washington
$420K +$27.2K +161 +7%
ARMT
440
Amica Retiree Medical Trust
Rhode Island
$415K +$398K +2,351 New
Capstone Investment Advisors
441
Capstone Investment Advisors
New York
$415K +$26.4K +156 +7%
IMCOOI
442
Investment Management Corp of Ontario (IMCO)
Canada
$414K +$118K +700 +43%
KeyBank National Association
443
KeyBank National Association
Ohio
$414K +$11.2K +66 +3%
SB
444
Simmons Bank
Arkansas
$413K
BWP
445
Baldwin Wealth Partners
Massachusetts
$413K +$396K +2,339 New
MGP
446
Metis Global Partners
California
$412K +$4.91K +29 +1%
PCIA
447
Prime Capital Investment Advisors
Kansas
$408K -$166K -980 -30%
NMIMC
448
Northwestern Mutual Investment Management Company
Wisconsin
$408K -$1.69K -10 -0.4%
GSEP
449
Golden State Equity Partners
California
$402K -$206K -1,217 -35%
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
$392K +$43K +254 +13%

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.