We are live on ! Find out more
JKHY icon

Jack Henry & Associates

557 hedge funds and large institutions have $9.7B invested in Jack Henry & Associates in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $4.12M

32% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 174

17% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $8.79B → $9.7B (+$915M)

1% more funds holding

Funds holding: 553557 (+4)

0.27% more ownership

Funds ownership: 90.3%90.57% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
12.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
61
Increased
229
Reduced
174
Closed
52
Calls
$12.7M
Puts
$4.12M
Net Calls
+$8.6M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
SMG
476
Spectrum Management Group
Indiana
$55K
CWA
477
Clarus Wealth Advisors
Arizona
$51K +$132 +1 +0.3%
OFW
478
Omnia Family Wealth
Florida
$51K +$397 +3 +0.8%
FANJ
479
Financial Architects (New Jersey)
New Jersey
$49K -$132 -1 -0.3%
EWM
480
Endurance Wealth Management
Rhode Island
$49K
FPFS
481
First Personal Financial Services
North Carolina
$48K
DSC
482
Duncker Streett & Co
Missouri
$47K
AIM
483
Anchor Investment Management
South Carolina
$45.1K
WAM
484
Wealthspire Advisors (Maryland)
Maryland
$45K +$5.69K +43 +15%
ASN
485
Advisory Services Network
Georgia
$45K +$10.8K +82 +33%
RTC
486
Riverview Trust Company
Washington
$41K
CAW
487
Cornerstone Advisors (Washington)
Washington
$40K -$2.78K -21 -7%
OC
488
Oakworth Capital
Alabama
$40K
LFA
489
Legacy Financial Advisors
Kentucky
$38K +$6.08K +46 +20%
GRP
490
Global Retirement Partners
California
$32K -$39.7K -300 -56%
GAM
491
Gemmer Asset Management
California
$32K +$7.8K +59 +34%
DWM
492
Destination Wealth Management
California
$31K +$132 +1 +0.4%
GLI
493
Guardian Life Insurance
New York
$30K
CIA
494
CSat Investment Advisory
Michigan
$30K +$3.7K +28 +15%
EWM
495
Executive Wealth Management
Michigan
$29K -$529 -4 -2%
CAM
496
Cresset Asset Management
Illinois
$29K +$25.7K +194 +1,078%
FHA
497
First Horizon Advisors
Tennessee
$28K
Fuller & Thaler Asset Management
498
Fuller & Thaler Asset Management
California
$26K
AC
499
Avestar Capital
New York
$25K -$397 -3 -2%
FHA
500
Flagship Harbor Advisors
Massachusetts
$25K +$24.6K +186 New

JKHY Hedge Fund Activity: Q1 2019 in Review

557 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2019, worth a combined $9.7B — up 10% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JKHY positions and 52 closed out — a net gain of 9 holders — while 229 added to existing stakes and 174 trimmed.

The largest buyer was Invesco, adding an estimated $89.4M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $104M.

  • 557 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2019, up from 553 in Q4 2018.
  • Funds reported $9.7B of Jack Henry & Associates stock for Q1 2019, up 10% quarter-over-quarter.
  • 61 funds opened new Jack Henry & Associates positions in Q1 2019 and 52 closed out, a net change of +9 holders.
  • The largest Jack Henry & Associates buyer in Q1 2019 was Invesco, an estimated $89.4M added.
  • The largest Jack Henry & Associates seller in Q1 2019 was Robeco Institutional Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2019.