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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
476
Hennion & Walsh Asset Management
New Jersey
$318K -$33.6K -182 -9%
PGWM
477
Pitti Group Wealth Management
New York
$316K
WFI
478
West Family Investments
California
$310K -$15.1K -82 -4%
EFG
479
Ethos Financial Group
Pennsylvania
$310K +$326K +1,764 New
RCAG
480
Rehmann Capital Advisory Group
Michigan
$307K +$3.14K +17 +1%
AC
481
Allstate Corporation
Illinois
$306K -$72.2K -391 -18%
AIM
482
Allstate Investment Management
Illinois
$306K +$322K +1,742 New
LNB
483
Ledyard National Bank
$304K -$29.5K -160 -8%
HPM
484
Hoxton Planning & Management
West Virginia
$304K +$319K +1,730 New
TRCT
485
Tower Research Capital (TRC)
New York
$302K -$911K -4,933 -74%
EWA
486
EverSource Wealth Advisors
Alabama
$301K -$204K -1,105 -39%
WB
487
WesBanco Bank
West Virginia
$300K +$316K +1,709 New
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$297K -$28.1K -152 -8%
Connor, Clark & Lunn Investment Management (CC&L)
489
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$294K -$1.32M -7,168 -81%
MCM
490
Morton Capital Management
California
$284K
KI
491
Kula Investments
Illinois
$281K +$295K +1,599 New
AssetMark Inc
492
AssetMark Inc
California
$280K +$97.5K +528 +50%
QPW
493
Quantum Private Wealth
Florida
$274K -$16.6K -90 -5%
GTCM
494
Gyon Technologies Capital Management
New Jersey
$271K +$285K +1,543 New
CIP
495
Convergence Investment Partners
Florida
$269K -$83.3K -451 -23%
AA
496
AlphaCentric Advisors
Puerto Rico
$269K +$283K +1,532 New
APA
497
Astoria Portfolio Advisors
New York
$268K
MFAM
498
Motley Fool Asset Management
Virginia
$267K -$20.7K -112 -7%
AFWM
499
AMJ Financial Wealth Management
Virginia
$266K -$9.97K -54 -3%
YDMI
500
Y.D. More Investments
Israel
$266K +$276K +1,497 New

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.