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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
451
DZ Bank
Germany
$403K +$411K +2,300 New
EWA
452
EverSource Wealth Advisors
Alabama
$401K +$14.1K +79 +4%
OWA
453
Outlook Wealth Advisors
Texas
$400K +$55.4K +310 +16%
ARMT
454
Amica Retiree Medical Trust
Rhode Island
$394K -$18.8K -105 -4%
CI Investments Inc
455
CI Investments Inc
Ontario, Canada
$390K +$165K +925 +71%
IIM
456
Ipswich Investment Management
Massachusetts
$387K -$109K -610 -22%
SAW
457
Signal Advisors Wealth
Michigan
$380K +$14.8K +83 +4%
HFO
458
Heritage Family Offices
Arizona
$371K -$11.4K -64 -3%
MAM
459
Meeder Asset Management
Ohio
$370K
VWM
460
Venturi Wealth Management
Texas
$366K +$6.25K +35 +2%
GRP
461
Global Retirement Partners
California
$363K +$69.9K +391 +23%
AC
462
Allstate Corporation
Illinois
$359K +$366K +2,050 New
MAP
463
Moody Aldrich Partners
Massachusetts
$356K -$1.61K -9 -0.4%
OIA
464
OneDigital Investment Advisors
Kansas
$354K -$2.86K -16 -0.8%
FWP
465
FAS Wealth Partners
Kansas
$346K +$1.07K +6 +0.3%
FIM
466
Freedom Investment Management
Connecticut
$345K +$15.2K +85 +5%
PCIA
467
Prime Capital Investment Advisors
Kansas
$338K -$67.9K -380 -16%
KHC
468
Koesten Hirschmann & Crabtree
Kansas
$338K +$357 +2 +0.1%
ALAM
469
Asahi Life Asset Management
Japan
$333K +$340K +1,900 New
SAM
470
Strategy Asset Managers
California
$330K +$5.18K +29 +2%
TMAM
471
Tokio Marine Asset Management
Japan
$329K
GSEP
472
Golden State Equity Partners
California
$329K -$72.4K -405 -18%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$326K +$9.83K +55 +3%
PGWM
474
Pitti Group Wealth Management
New York
$316K
NAS
475
Nicolet Advisory Services
Wisconsin
$313K

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.