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Jack Henry & Associates

586 hedge funds and large institutions have $10.7B invested in Jack Henry & Associates in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 241 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

46% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $11.5M

5% more capital invested

Capital invested by funds: $10.2B → $10.7B (+$488M)

3% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 71

1.05% less ownership

Funds ownership: 91.32%90.26% (-1.1%)

2% less funds holding

Funds holding: 597586 (-11)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 241

Holders
586
Holders Change
-11
Holders Change %
-1.84%
% of All Funds
12.91%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
69
Increased
181
Reduced
241
Closed
71
Calls
$16.9M
Puts
$11.5M
Net Calls
+$5.33M
Net Calls Change
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
476
Burt Wealth Advisors
Maryland
$130K
ASN
477
Advisory Services Network
Georgia
$125K +$10.4K +67 +9%
First Manhattan
478
First Manhattan
New York
$111K +$40.1K +258 +56%
LS
479
Livforsakringsbolaget Skandia
Sweden
$109K
RIM
480
Rampart Investment Management
Connecticut
$96K -$148K -951 -61%
WPA
481
West Paces Advisors
Georgia
$90.8K
PFBT
482
Parkside Financial Bank & Trust
Missouri
$90K
MAM
483
Marquette Asset Management
Minnesota
$79K
ME
484
McIlrath & Eck
Washington
$78K
CFG
485
Citizens Financial Group
Rhode Island
$78K +$42.2K +272 +118%
NFG
486
Next Financial Group
Texas
$75K -$207K -1,333 -73%
DWA
487
Dougherty Wealth Advisers
Minnesota
$66K
CIA
488
CSat Investment Advisory
Michigan
$65K +$2.95K +19 +5%
CAW
489
Cornerstone Advisors (Washington)
Washington
$65K +$18K +116 +39%
QCG
490
Quadrant Capital Group
Ohio
$64K +$37K +238 +143%
TAIM
491
TD Ameritrade Investment Management
Nebraska
$59K +$621 +4 +1%
EWM
492
Endurance Wealth Management
Rhode Island
$54K
IUHSA
493
Itau Unibanco Holding S.A.
Brazil
$54K +$54.5K +351 New
FPFS
494
First Personal Financial Services
North Carolina
$47K -$777 -5 -2%
RE
495
RBC Europe
United Kingdom
$46.6K
OPS
496
Orion Portfolio Solutions
Nebraska
$46K -$162K -1,043 -78%
RTC
497
Riverview Trust Company
Washington
$45K
SCA
498
Stonebridge Capital Advisors
Minnesota
$42K
Fifth Third Bancorp
499
Fifth Third Bancorp
Ohio
$42K +$15.2K +98 +57%
AIM
500
Anchor Investment Management
South Carolina
$38.8K -$11.6K -75 -23%

JKHY Hedge Fund Activity: Q1 2020 in Review

586 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2020, worth a combined $10.7B — up 4.8% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of JKHY and 69 opened new positions — a net loss of 2 holders — while 241 trimmed existing stakes and 181 added.

The largest buyer was Victory Capital Management, adding an estimated $129M. The largest seller was Congress Asset Management, cutting an estimated $99.9M.

  • 586 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2020, down from 597 in Q4 2019.
  • Funds reported $10.7B of Jack Henry & Associates stock for Q1 2020, up 4.8% quarter-over-quarter.
  • 69 funds opened new Jack Henry & Associates positions in Q1 2020 and 71 closed out, a net change of -2 holders.
  • The largest Jack Henry & Associates buyer in Q1 2020 was Victory Capital Management, an estimated $129M added.
  • The largest Jack Henry & Associates seller in Q1 2020 was Congress Asset Management, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2020.