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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
451
Advisors Capital Management
New Jersey
$378K +$6.83K +37 +2%
CFGS
452
Concourse Financial Group Securities
Alabama
$377K +$185 +1 +0%
VF
453
Virtu Financial
New York
$373K +$392K +2,123 New
OQS
454
Occudo Quantitative Strategies
Florida
$372K -$72.9K -395 -16%
Voloridge Investment Management
455
Voloridge Investment Management
Florida
$367K -$1.87M -10,146 -83%
DGAM
456
Desjardins Global Asset Management
Quebec, Canada
$360K +$22.9K +124 +6%
William Blair & Company
457
William Blair & Company
Illinois
$357K -$61.9K -335 -14%
BL
458
Balentine LLC
Georgia
$356K -$77.7K -421 -17%
WA
459
Wealth Alliance
New York
$354K -$4.06K -22 -1%
KPWS
460
Kestra Private Wealth Services
Texas
$354K +$6.83K +37 +2%
BCV
461
Banque Cantonale Vaudoise
Switzerland
$351K
OTPPB
462
Ontario Teachers' Pension Plan Board
Ontario, Canada
$348K +$108K +583 +42%
PI
463
PEAK6 Investments
Illinois
$345K +$363K +1,964 New
KHC
464
Koesten Hirschmann & Crabtree
Kansas
$344K +$362K +1,960 New
MM
465
MQS Management
New York
$343K +$361K +1,953 New
UPC
466
Utah Peaks Capital
Utah
$329K +$346K +1,873 New
EF
467
Empirical Finance
Pennsylvania
$329K +$28.8K +156 +9%
NAS
468
Nicolet Advisory Services
Wisconsin
$326K
FC
469
FORA Capital
Florida
$325K -$508K -2,749 -60%
IC
470
IEQ Capital
California
$325K -$138K -750 -29%
OIA
471
OneDigital Investment Advisors
Kansas
$325K +$1.85K +10 +0.5%
CIM
472
Contravisory Investment Management
Massachusetts
$324K +$66.1K +358 +24%
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
$324K +$62.4K +338 +22%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$321K -$81.8K -443 -20%
NPA
475
Nichols & Pratt Advisers
Massachusetts
$321K

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.