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Jack Henry & Associates

597 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 218 increasing their positions, 180 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $2.78M

169% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 36

21% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 180

9% more funds holding

Funds holding: 547597 (+50)

0.64% less ownership

Funds ownership: 91.96%91.32% (-0.64%)

1% less capital invested

Capital invested by funds: $10.3B → $10.2B (-$97.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
597
Holders Change
+50
Holders Change %
+9.14%
% of All Funds
11.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
97
Increased
218
Reduced
180
Closed
36
Calls
$10.4M
Puts
$2.78M
Net Calls
+$7.6M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
476
Northwestern Mutual Wealth Management
Wisconsin
$197K +$43.5K +298 +28%
CI Investments Inc
477
CI Investments Inc
Ontario, Canada
$195K -$1.52M -10,399 -89%
OPS
478
Orion Portfolio Solutions
Nebraska
$195K +$195K +1,337 New
FCA
479
FinTrust Capital Advisors
South Carolina
$191K -$5.99K -41 -3%
AIP
480
Ameritas Investment Partners
Nebraska
$189K
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$170K
S
482
SignatureFD
Georgia
$163K +$42.8K +293 +36%
MME
483
Meag Munich Ergo
Germany
$157K -$514K -3,519 -76%
MERSOM
484
Municipal Employees' Retirement System of Michigan
Michigan
$156K
GAM
485
GQ Asset Management
New York
$155K +$52.9K +362 +52%
O
486
Ossiam
France
$148K +$104K +709 +231%
FGAM
487
Financial Gravity Asset Management
Texas
$146K -$3.65K -25 -23%
SO
488
STRS Ohio
Ohio
$142K -$7.3M -50,000 -98%
LWM
489
Lenox Wealth Management
Ohio
$140K +$13.4K +92 +11%
EIP
490
Ellis Investment Partners
Pennsylvania
$138K -$2.92K -20 -2%
IA
491
IFP Advisors
Florida
$128K -$15.5K -106 -11%
AIM
492
AIA Investment Management
Singapore
$127K +$12.3K +84 +11%
AssetMark Inc
493
AssetMark Inc
California
$126K +$115K +785 +969%
BWA
494
Burt Wealth Advisors
Maryland
$122K
MIFH
495
Migdal Insurance & Financial Holdings
Israel
$114K -$1.89M -12,946 -94%
RIA
496
Realta Investment Advisors
Delaware
$114K -$42.2K -289 -28%
ASN
497
Advisory Services Network
Georgia
$108K -$44.4K -304 -29%
BEI
498
Benjamin Edwards Inc
Missouri
$105K +$1.61K +11 +2%
LS
499
Livforsakringsbolaget Skandia
Sweden
$102K
GDP
500
Great Diamond Partners
Maine
$102K +$103K +706 New

JKHY Hedge Fund Activity: Q4 2019 in Review

597 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2019, worth a combined $10.2B — down 0.94% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new JKHY positions and 36 closed out — a net gain of 61 holders — while 218 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $72.3M. The largest seller was Capital World Investors, cutting an estimated $407M.

  • 597 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2019, up from 547 in Q3 2019.
  • Funds reported $10.2B of Jack Henry & Associates stock for Q4 2019, down 0.94% quarter-over-quarter.
  • 97 funds opened new Jack Henry & Associates positions in Q4 2019 and 36 closed out, a net change of +61 holders.
  • The largest Jack Henry & Associates buyer in Q4 2019 was BlackRock, an estimated $72.3M added.
  • The largest Jack Henry & Associates seller in Q4 2019 was Capital World Investors, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2019.