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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Petrus Trust Company
Texas
$490K
NRD
427
Nebula Research & Development
New York
$482K -$613K -3,428 -55%
ASN
428
Advisory Services Network
Georgia
$478K -$18.8K -105 -4%
AWM
429
Avior Wealth Management
Nebraska
$467K -$40.4K -226 -8%
SCA
430
Snowden Capital Advisors
New York
$460K +$29.1K +163 +7%
RWM
431
Ritholtz Wealth Management
New York
$460K +$1.97K +11 +0.4%
Walleye Capital
432
Walleye Capital
New York
$455K +$464K +2,598 New
FAIM
433
Financial Advocates Investment Management
Washington
$454K +$38.6K +216 +9%
CAM
434
Cresset Asset Management
Illinois
$454K -$442K -2,471 -49%
WA
435
Wealth Alliance
New York
$449K +$536 +3 +0.1%
AWM
436
Axxcess Wealth Management
California
$449K -$23.2K -130 -5%
SCA
437
Summit Creek Advisors
Minnesota
$447K
MCM
438
Monument Capital Management
Virginia
$446K
HZ
439
Hixon Zuercher
Ohio
$438K
CM
440
Crestline Management
Texas
$436K -$17.9K -100 -4%
AO
441
Advisor OS
Illinois
$428K -$378K -2,114 -46%
EF
442
Empirical Finance
Pennsylvania
$425K -$3.22K -18 -0.7%
MGP
443
Metis Global Partners
California
$425K +$16.3K +91 +4%
Nomura Holdings
444
Nomura Holdings
Japan
$421K +$429K +2,403 New
ONB
445
Old National Bancorp
Indiana
$420K -$10.4K -58 -2%
KeyBank National Association
446
KeyBank National Association
Ohio
$417K +$5.9K +33 +1%
BPA
447
Beacon Pointe Advisors
California
$412K -$188K -1,053 -31%
Schroder Investment Management Group
448
Schroder Investment Management Group
United Kingdom
$410K +$19.5K +109 +5%
GI
449
GAMMA Investing
California
$409K +$116K +647 +38%
NMIMC
450
Northwestern Mutual Investment Management Company
Wisconsin
$406K +$1.25K +7 +0.3%

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.