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Jack Henry & Associates

557 hedge funds and large institutions have $9.7B invested in Jack Henry & Associates in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $4.12M

32% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 174

17% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $8.79B → $9.7B (+$915M)

1% more funds holding

Funds holding: 553557 (+4)

0.27% more ownership

Funds ownership: 90.3%90.57% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
12.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
61
Increased
229
Reduced
174
Closed
52
Calls
$12.7M
Puts
$4.12M
Net Calls
+$8.6M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
TIS
451
Tortoise Index Solutions
Kansas
$157K +$150K +1,135 New
MERSOM
452
Municipal Employees' Retirement System of Michigan
Michigan
$144K -$136K -1,030 -50%
ERSOT
453
Employees Retirement System of Texas
Texas
$139K +$132K +1,000 New
YWP
454
YorkBridge Wealth Partners
New York
$136K +$1.59K +12 +1%
S
455
SignatureFD
Georgia
$123K -$7.41K -56 -6%
BWA
456
Burt Wealth Advisors
Maryland
$117K +$111K +840 New
PCP
457
Proficio Capital Partners
Massachusetts
$113K -$1.46K -11 -1%
LWM
458
Lenox Wealth Management
Ohio
$109K -$1.32K -10 -1%
SFG
459
SevenBridge Financial Group
Pennsylvania
$109K
Rockefeller Capital Management
460
Rockefeller Capital Management
New York
$106K +$101K +761 New
FGAM
461
Financial Gravity Asset Management
Texas
$104K +$98.4K +744 New
IWA
462
Intercontinental Wealth Advisors
Texas
$102K
AWM
463
Aevitas Wealth Management
Massachusetts
$97K
LS
464
Livforsakringsbolaget Skandia
Sweden
$97K
MFW
465
Mosaic Family Wealth
Missouri
$90K
MAM
466
Meeder Asset Management
Ohio
$86K +$81.3K +615 New
GAM
467
GQ Asset Management
New York
$82K +$78.1K +591 New
WPA
468
West Paces Advisors
Georgia
$81.2K
PCG
469
Private Capital Group
Connecticut
$79K +$26.3K +199 +53%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$74K -$1.19K -9 -2%
MAM
471
Marquette Asset Management
Minnesota
$70K +$67.2K +508 New
ME
472
McIlrath & Eck
Washington
$69K
BEI
473
Benjamin Edwards Inc
Missouri
$67K +$64.1K +485 New
DWA
474
Dougherty Wealth Advisers
Minnesota
$59K
OIA
475
OneDigital Investment Advisors
Kansas
$58K

JKHY Hedge Fund Activity: Q1 2019 in Review

557 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2019, worth a combined $9.7B — up 10% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JKHY positions and 52 closed out — a net gain of 9 holders — while 229 added to existing stakes and 174 trimmed.

The largest buyer was Invesco, adding an estimated $89.4M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $104M.

  • 557 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2019, up from 553 in Q4 2018.
  • Funds reported $9.7B of Jack Henry & Associates stock for Q1 2019, up 10% quarter-over-quarter.
  • 61 funds opened new Jack Henry & Associates positions in Q1 2019 and 52 closed out, a net change of +9 holders.
  • The largest Jack Henry & Associates buyer in Q1 2019 was Invesco, an estimated $89.4M added.
  • The largest Jack Henry & Associates seller in Q1 2019 was Robeco Institutional Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2019.