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Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$390K +$5.92K +35 +2%
PIM
452
Penobscot Investment Management
Massachusetts
$386K -$22K -130 -6%
HFO
453
Heritage Family Offices
Arizona
$385K +$338 +2 +0.1%
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$381K -$32.7K -193 -8%
TSS
455
Two Sigma Securities
New York
$378K -$43.1K -255 -11%
MAM
456
Meeder Asset Management
Ohio
$372K
SAW
457
Signal Advisors Wealth
Michigan
$368K +$352K +2,083 New
VWM
458
Venturi Wealth Management
Texas
$362K -$393K -2,321 -53%
MAP
459
Moody Aldrich Partners
Massachusetts
$360K -$169 -1 -0%
OIA
460
OneDigital Investment Advisors
Kansas
$360K +$5.58K +33 +2%
CSPIA
461
Cary Street Partners Investment Advisory
Virginia
$352K +$10.5K +62 +3%
OWA
462
Outlook Wealth Advisors
Texas
$348K +$26.2K +155 +9%
FWP
463
FAS Wealth Partners
Kansas
$348K +$1.01K +6 +0.3%
KHC
464
Koesten Hirschmann & Crabtree
Kansas
$340K +$105K +621 +48%
NAS
465
Nicolet Advisory Services
Wisconsin
$334K
FIM
466
Freedom Investment Management
Connecticut
$333K -$20.1K -119 -6%
TMAM
467
Tokio Marine Asset Management
Japan
$332K
SAM
468
Strategy Asset Managers
California
$328K -$601K -3,551 -66%
D.E. Shaw & Co
469
D.E. Shaw & Co
New York
$321K -$237K -1,400 -43%
WCM Investment Management
470
WCM Investment Management
California
$321K +$309K +1,824 New
BAM
471
Blueshift Asset Management
New Jersey
$319K +$306K +1,808 New
IGAM
472
iA Global Asset Management
Quebec, Canada
$319K +$45K +266 +17%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$318K +$22.3K +132 +8%
MPM
474
MBB Public Markets
Illinois
$318K -$418K -2,471 -58%
IWC
475
Integrated Wealth Concepts
Massachusetts
$307K -$528K -3,122 -64%

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.