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Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
451
Metis Global Partners
California
$385K -$44.3K -289 -11%
NMIMC
452
Northwestern Mutual Investment Management Company
Wisconsin
$377K +$613 +4 +0.2%
O
453
Ossiam
France
$374K +$88.8K +580 +34%
AS
454
Aware Super
Australia
$373K +$313K +2,046 New
CAM
455
Cresset Asset Management
Illinois
$367K +$15K +98 +5%
CWM
456
Curi Wealth Management
North Carolina
$362K +$153 +1 +0%
AM
457
AGF Management
Ontario, Canada
$359K -$9.65K -63 -3%
Walleye Trading
458
Walleye Trading
New York
$356K -$320K -2,088 -49%
EWA
459
EverSource Wealth Advisors
Alabama
$355K -$1.07K -7 -0.3%
FLC
460
Fifth Lane Capital
Texas
$352K +$330K +2,156 New
ASN
461
Advisory Services Network
Georgia
$352K -$72.4K -473 -18%
BFM
462
Boothbay Fund Management
New York
$344K +$77.6K +507 +32%
Credit Agricole
463
Credit Agricole
France
$337K +$179K +1,168 +131%
MAP
464
Moody Aldrich Partners
Massachusetts
$335K +$314K +2,053 New
MM
465
MQS Management
New York
$335K +$313K +2,047 New
SRL
466
Scientech Research LLC
New Jersey
$326K +$305K +1,992 New
QEI
467
QSV Equity Investors
Illinois
$322K +$301K +1,968 New
CA
468
Cetera Advisors
Colorado
$310K +$52.5K +343 +22%
VIM
469
Vinva Investment Management
Australia
$309K +$288K +1,883 New
TMAM
470
Tokio Marine Asset Management
Japan
$307K
FFO
471
Fiduciary Family Office
Florida
$302K +$283K +1,850 New
NAS
472
Nicolet Advisory Services
Wisconsin
$300K
SEC
473
Seven Eight Capital
New York
$300K +$281K +1,835 New
AP
474
AtonRa Partners
Switzerland
$297K -$85.3K -557 -23%
AIMCA
475
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$294K

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.