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Jack Henry & Associates

656 hedge funds and large institutions have $11.7B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.43M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 239

1% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$95.9M)

5% less funds holding

Funds holding: 687656 (-31)

4.96% less ownership

Funds ownership: 97.62%92.66% (-5%)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

Holders
656
Holders Change
-31
Holders Change %
-4.51%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
245
Reduced
239
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
451
Rakuten Investment Management
Japan
$340K +$303K +1,779 +988%
FFA
452
Farther Finance Advisors
California
$332K -$839K -4,932 -72%
TMAM
453
Tokio Marine Asset Management
Japan
$326K
HI
454
Handelsinvest Investeringsforvaltning
Denmark
$325K -$165K -972 -34%
MA
455
MJP Associates
Connecticut
$319K +$60.6K +356 +24%
NAS
456
Nicolet Advisory Services
Wisconsin
$314K
LNC
457
Lincoln National Corp
Pennsylvania
$313K +$15K +88 +5%
AIMCA
458
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$313K
CG
459
Cynosure Group
Utah
$307K +$301K +1,767 New
PGWM
460
Pitti Group Wealth Management
New York
$306K
MGIA
461
Moneta Group Investment Advisors
Missouri
$296K +$39.8K +234 +16%
Assenagon Asset Management
462
Assenagon Asset Management
Luxembourg
$296K -$58.8M -345,316 -100%
WB
463
WesBanco Bank
West Virginia
$291K +$285K +1,674 New
NCFG
464
New Century Financial Group
New Jersey
$289K +$32K +188 +13%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$289K +$1.19K +7 +0.4%
KeyBank National Association
466
KeyBank National Association
Ohio
$288K +$27.2K +160 +11%
AG
467
Algert Global
California
$288K -$303K -1,780 -52%
Acadian Asset Management
468
Acadian Asset Management
Massachusetts
$287K +$255K +1,500 +943%
SAM
469
Strategy Asset Managers
California
$286K +$21.6K +127 +8%
Connor, Clark & Lunn Investment Management (CC&L)
470
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$284K -$3.3M -19,381 -92%
LNB
471
Ledyard National Bank
$282K
MCM
472
Morton Capital Management
California
$281K
CPBTD
473
Central Pacific Bank - Trust Division
Hawaii
$280K +$280K +1,644 New
SFI
474
Siemens Fonds Invest
Germany
$279K -$9.36K -55 -3%
Public Sector Pension Investment Board (PSP Investments)
475
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$279K -$17K -100 -6%

JKHY Hedge Fund Activity: Q1 2024 in Review

656 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2024, worth a combined $11.7B — up 0.83% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of JKHY and 48 opened new positions — a net loss of 20 holders — while 239 trimmed existing stakes and 245 added.

The largest buyer was State Street, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $524M.

  • 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2024, down from 687 in Q4 2023.
  • Funds reported $11.7B of Jack Henry & Associates stock for Q1 2024, up 0.83% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q1 2024 and 68 closed out, a net change of -20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2024 was State Street, an estimated $115M added.
  • The largest Jack Henry & Associates seller in Q1 2024 was Morgan Stanley, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2024.