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Jack Henry & Associates

553 hedge funds and large institutions have $8.79B invested in Jack Henry & Associates in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 170 increasing their positions, 215 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $4.15M

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

7% more funds holding

Funds holding: 516553 (+37)

0.8% less ownership

Funds ownership: 91.1%90.3% (-0.8%)

21% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 215

22% less capital invested

Capital invested by funds: $11.2B → $8.79B (-$2.46B)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
553
Holders Change
+37
Holders Change %
+7.17%
% of All Funds
12.32%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
96
Increased
170
Reduced
215
Closed
55
Calls
$15.6M
Puts
$4.15M
Net Calls
+$11.5M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
476
Cornerstone Advisors (Washington)
Washington
$39K -$2.84K -20 -6%
RTC
477
Riverview Trust Company
Washington
$37K +$41.5K +292 New
WAM
478
Wealthspire Advisors (Maryland)
Maryland
$36K -$4.12K -29 -9%
OC
479
Oakworth Capital
Alabama
$36K
ASN
480
Advisory Services Network
Georgia
$32K +$16.2K +114 +86%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$31K +$10.4K +73 +43%
HIIFS
482
Harel Insurance Investments & Financial Services
Israel
$30K +$3.41K +24 +11%
LFA
483
Legacy Financial Advisors
Kentucky
$29K +$26K +183 +416%
DWM
484
Destination Wealth Management
California
$28K +$142 +1 +0.5%
GLI
485
Guardian Life Insurance
New York
$28K +$31K +218 New
SLF
486
Sun Life Financial
Ontario, Canada
$27K +$30.1K +212 New
EWM
487
Executive Wealth Management
Michigan
$27K +$30.5K +215 New
FAM
488
Fred Alger Management
New York
$26K -$15.6K -110 -35%
NIT
489
NumerixS Investment Technologies
British Columbia, Canada
$25K -$1.11M -7,800 -98%
FHA
490
First Horizon Advisors
Tennessee
$25K
CG
491
Cutler Group
California
$25K +$28.4K +200 New
Fuller & Thaler Asset Management
492
Fuller & Thaler Asset Management
California
$24K
CIA
493
CSat Investment Advisory
Michigan
$24K +$27K +190 New
AC
494
Avestar Capital
New York
$23K +$1.85K +13 +7%
GAM
495
Gemmer Asset Management
California
$22K
TL
496
TrueWealth LLC
Georgia
$22K +$11.4K +80 +83%
KL
497
KWMG LLC
Kansas
$20K
QCG
498
Quadrant Capital Group
Ohio
$19K -$3.55K -25 -14%
SGS
499
Sterling Global Strategies
California
$17.7K +$19.9K +140 New
JA
500
JOYN Advisors
Georgia
$17K -$4.83K -34 -20%

JKHY Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2018, worth a combined $8.79B — down 22% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new JKHY positions and 55 closed out — a net gain of 41 holders — while 170 added to existing stakes and 215 trimmed.

The largest buyer was Vanguard Group, adding an estimated $188M. The largest seller was BlackRock, cutting an estimated $265M.

  • 553 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2018, up from 516 in Q3 2018.
  • Funds reported $8.79B of Jack Henry & Associates stock for Q4 2018, down 22% quarter-over-quarter.
  • 96 funds opened new Jack Henry & Associates positions in Q4 2018 and 55 closed out, a net change of +41 holders.
  • The largest Jack Henry & Associates buyer in Q4 2018 was Vanguard Group, an estimated $188M added.
  • The largest Jack Henry & Associates seller in Q4 2018 was BlackRock, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2018.