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Jack Henry & Associates

477 hedge funds and large institutions have $8.29B invested in Jack Henry & Associates in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 181 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $3.56M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 453477 (+24)

4% more capital invested

Capital invested by funds: $7.98B → $8.29B (+$311M)

0.38% more ownership

Funds ownership: 88.39%88.77% (+0.38%)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 181

Holders
477
Holders Change
+24
Holders Change %
+5.3%
% of All Funds
10.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
46
Increased
164
Reduced
181
Closed
19
Calls
$5.07M
Puts
$3.56M
Net Calls
+$1.51M
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
Optimum Investment Advisors
Illinois
$10K +$9.61K +79 New
MCM
452
Mainstay Capital Management
Michigan
$9K
IFAM
453
Institutional & Family Asset Management
Colorado
$8K +$8.27K +68 New
CHC
454
City Holding Co
West Virginia
$7K
KC
455
KHP Capital
Oklahoma
$7K +$6.69K +55 New
VFA
456
Valeo Financial Advisors
Indiana
$7K +$7.05K +58 New
CCM
457
Cribstone Capital Management
Maine
$6K
HIM
458
Hillsdale Investment Management
Ontario, Canada
$5K
SA
459
SRH Advisors
Kansas
$5K
LF
460
Lee Financial
Texas
$5K +$4.62K +38 New
ACM
461
Armbruster Capital Management
New York
$4K
CMBA
462
C.M. Bidwell & Associates
Hawaii
$4K
CFD
463
Creative Financial Designs
Indiana
$4K
FRA
464
Front Row Advisors
California
$4K
LFA
465
Legacy Financial Advisors
Kentucky
$4K
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$4K
PCG
467
Private Capital Group
Connecticut
$4K
MFBTD
468
MB Financial Bank - Trust Department
Illinois
$4K +$3.53K +29 New
EARNEST Partners
469
EARNEST Partners
Georgia
$3K
TFO
470
Tarbox Family Office
California
$3K
CAW
471
Cornerstone Advisors (Washington)
Washington
$2K +$1.7K +14 New
PFO
472
Pathstone Family Office
New Jersey
$2K +$1.82K +15 New
CAM
473
ClariVest Asset Management
California
$1K
DAM
474
Delta Asset Management
Tennessee
$1K
MWM
475
MinichMacGregor Wealth Management
New York
$1K

JKHY Hedge Fund Activity: Q1 2018 in Review

477 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2018, worth a combined $8.29B — up 3.9% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JKHY positions and 19 closed out — a net gain of 27 holders — while 164 added to existing stakes and 181 trimmed.

The largest buyer was Capital World Investors, adding an estimated $57.4M. The largest seller was Janus Henderson Group, cutting an estimated $57.2M.

  • 477 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2018, up from 453 in Q4 2017.
  • Funds reported $8.29B of Jack Henry & Associates stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 46 funds opened new Jack Henry & Associates positions in Q1 2018 and 19 closed out, a net change of +27 holders.
  • The largest Jack Henry & Associates buyer in Q1 2018 was Capital World Investors, an estimated $57.4M added.
  • The largest Jack Henry & Associates seller in Q1 2018 was Janus Henderson Group, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2018.