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Jack Henry & Associates

586 hedge funds and large institutions have $10.7B invested in Jack Henry & Associates in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 241 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

46% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $11.5M

5% more capital invested

Capital invested by funds: $10.2B → $10.7B (+$488M)

3% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 71

1.05% less ownership

Funds ownership: 91.32%90.26% (-1.1%)

2% less funds holding

Funds holding: 597586 (-11)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 241

Holders
586
Holders Change
-11
Holders Change %
-1.84%
% of All Funds
12.91%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
69
Increased
181
Reduced
241
Closed
71
Calls
$16.9M
Puts
$11.5M
Net Calls
+$5.33M
Net Calls Change
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
451
Moors & Cabot
Massachusetts
$218K -$50K -322 -19%
RIM
452
Redpoint Investment Management
Australia
$214K
Wolverine Trading
453
Wolverine Trading
Illinois
$209K -$650K -4,183 -76%
DC
454
Davenport & Co
Virginia
$206K +$207K +1,330 New
FCA
455
FinTrust Capital Advisors
South Carolina
$204K
B
456
Barings
North Carolina
$203K +$203K +1,309 New
FAAS
457
First Allied Advisory Services
California
$201K -$30.1K -194 -13%
AIP
458
Ameritas Investment Partners
Nebraska
$201K
GT
459
Glenmede Trust
Pennsylvania
$201K
S
460
SignatureFD
Georgia
$200K +$26.6K +171 +15%
HPC
461
HM Payson & Co
Maine
$189K -$203K -1,308 -52%
FC
462
FORA Capital
Florida
$182K -$213K -1,371 -54%
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$170K
MERSOM
464
Municipal Employees' Retirement System of Michigan
Michigan
$166K
AssetMark Inc
465
AssetMark Inc
California
$163K +$28.1K +181 +21%
LWM
466
Lenox Wealth Management
Ohio
$159K +$10.7K +69 +7%
PCG
467
Private Capital Group
Connecticut
$155K +$65.2K +420 +72%
SO
468
STRS Ohio
Ohio
$152K
IA
469
IFP Advisors
Florida
$152K +$22.2K +143 +16%
AIM
470
AIA Investment Management
Singapore
$149K +$12.9K +83 +9%
EIP
471
Ellis Investment Partners
Pennsylvania
$139K
BAMCO Inc
472
BAMCO Inc
New York
$134K +$134K +860 New
PA
473
Procyon Advisors
Connecticut
$133K -$95.2K -613 -42%
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$131K -$76.9K -495 -37%
MAM
475
Meeder Asset Management
Ohio
$131K +$112K +718 +593%

JKHY Hedge Fund Activity: Q1 2020 in Review

586 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2020, worth a combined $10.7B — up 4.8% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of JKHY and 69 opened new positions — a net loss of 2 holders — while 241 trimmed existing stakes and 181 added.

The largest buyer was Victory Capital Management, adding an estimated $129M. The largest seller was Congress Asset Management, cutting an estimated $99.9M.

  • 586 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2020, down from 597 in Q4 2019.
  • Funds reported $10.7B of Jack Henry & Associates stock for Q1 2020, up 4.8% quarter-over-quarter.
  • 69 funds opened new Jack Henry & Associates positions in Q1 2020 and 71 closed out, a net change of -2 holders.
  • The largest Jack Henry & Associates buyer in Q1 2020 was Victory Capital Management, an estimated $129M added.
  • The largest Jack Henry & Associates seller in Q1 2020 was Congress Asset Management, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2020.