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Jack Henry & Associates

553 hedge funds and large institutions have $8.79B invested in Jack Henry & Associates in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 170 increasing their positions, 215 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $4.15M

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

7% more funds holding

Funds holding: 516553 (+37)

0.8% less ownership

Funds ownership: 91.1%90.3% (-0.8%)

21% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 215

22% less capital invested

Capital invested by funds: $11.2B → $8.79B (-$2.46B)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
553
Holders Change
+37
Holders Change %
+7.17%
% of All Funds
12.32%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
96
Increased
170
Reduced
215
Closed
55
Calls
$15.6M
Puts
$4.15M
Net Calls
+$11.5M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
451
Rampart Investment Management
Connecticut
$94K +$106K +743 New
IWA
452
Intercontinental Wealth Advisors
Texas
$93K +$105K +738 New
AWM
453
Aevitas Wealth Management
Massachusetts
$89K
LS
454
Livforsakringsbolaget Skandia
Sweden
$89K
MFW
455
Mosaic Family Wealth
Missouri
$82K
PRC
456
Pearl River Capital
Michigan
$76K +$85.2K +600 New
WPA
457
West Paces Advisors
Georgia
$74K -$94.5K -665 -53%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$68K +$6.11K +43 +9%
GRP
459
Global Retirement Partners
California
$67K
ME
460
McIlrath & Eck
Washington
$63K +$71K +500 New
HI
461
Hudock Inc
Pennsylvania
$59K +$284 +2 +0.4%
MWNA
462
Marshall Wace North America
New York
$58K +$65.2K +459 New
DWA
463
Dougherty Wealth Advisers
Minnesota
$56K +$60.4K +425 New
OIA
464
OneDigital Investment Advisors
Kansas
$53K
SMG
465
Spectrum Management Group
Indiana
$51K
PCG
466
Private Capital Group
Connecticut
$47K +$34.4K +242 +186%
OFW
467
Omnia Family Wealth
Florida
$46K
CWA
468
Clarus Wealth Advisors
Arizona
$46K +$284 +2 +0.6%
FANJ
469
Financial Architects (New Jersey)
New Jersey
$45K
EWM
470
Endurance Wealth Management
Rhode Island
$44K -$4.4K -31 -8%
FPFS
471
First Personal Financial Services
North Carolina
$44K
DSC
472
Duncker Streett & Co
Missouri
$43K
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$43K +$8.38K +59 +21%
EIM
474
Essex Investment Management
Massachusetts
$42K +$47.3K +333 New
AIM
475
Anchor Investment Management
South Carolina
$41.1K

JKHY Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2018, worth a combined $8.79B — down 22% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new JKHY positions and 55 closed out — a net gain of 41 holders — while 170 added to existing stakes and 215 trimmed.

The largest buyer was Vanguard Group, adding an estimated $188M. The largest seller was BlackRock, cutting an estimated $265M.

  • 553 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2018, up from 516 in Q3 2018.
  • Funds reported $8.79B of Jack Henry & Associates stock for Q4 2018, down 22% quarter-over-quarter.
  • 96 funds opened new Jack Henry & Associates positions in Q4 2018 and 55 closed out, a net change of +41 holders.
  • The largest Jack Henry & Associates buyer in Q4 2018 was Vanguard Group, an estimated $188M added.
  • The largest Jack Henry & Associates seller in Q4 2018 was BlackRock, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2018.