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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$93.9M +$1.37M +7,692 +1%
Stifel Financial
27
Stifel Financial
Missouri
$92.9M -$40.9K -229 -0%
Goldman Sachs
28
Goldman Sachs
New York
$86.5M -$4.73M -26,461 -5%
Legal & General Group
29
Legal & General Group
United Kingdom
$78.1M -$518K -2,897 -0.6%
UBS Group
30
UBS Group
Switzerland
$78M +$27.7M +154,903 +53%
ACM
31
American Capital Management
New York
$72.7M -$9.26M -51,830 -11%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$70.9M -$6.42M -35,935 -8%
Principal Financial Group
33
Principal Financial Group
Iowa
$65.2M +$5.49M +30,726 +9%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$61.1M +$50M +279,628 +406%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$59.7M -$1.9M -10,653 -3%
EIP
36
Epoch Investment Partners
New York
$54.6M -$5.36M -30,013 -9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$53M +$19.9M +111,222 +58%
First Trust Advisors
38
First Trust Advisors
Illinois
$50.3M -$7.33M -41,034 -13%
Norges Bank
39
Norges Bank
Norway
$48.8M +$13.5M +75,482 +37%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$48.3M -$1.04M -5,812 -2%
LCOV
41
London Company of Virginia
Virginia
$46.2M -$725K -4,057 -2%
JAM
42
Jupiter Asset Management
United Kingdom
$43.2M -$5.23M -29,246 -11%
WAM
43
Walker Asset Management
Missouri
$41.7M -$338K -1,894 -0.8%
Bank of America
44
Bank of America
North Carolina
$41.4M -$30.4M -170,137 -42%
Amundi
45
Amundi
France
$38.7M -$47.2M -264,185 -54%
BTW
46
Boston Trust Walden
Massachusetts
$38.5M +$1.45M +8,133 +4%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$38.3M +$803K +4,495 +2%
FAM
48
Fenimore Asset Management
New York
$37.6M +$307K +1,717 +0.8%
Ameriprise
49
Ameriprise
Minnesota
$37.2M +$2.41M +13,462 +7%
SIC
50
Schwartz Investment Counsel
Michigan
$37M -$9.89M -55,350 -21%

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.