We are live on ! Find out more
JKHY icon

Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
476
Pitti Group Wealth Management
New York
$294K
ACM
477
Advisors Capital Management
New Jersey
$287K +$30.9K +202 +13%
FWP
478
FAS Wealth Partners
Kansas
$285K -$26.6K -174 -9%
WAM
479
Watershed Asset Management
California
$282K +$264K +1,727 New
LNC
480
Lincoln National Corp
Pennsylvania
$280K +$33.5K +219 +15%
Public Sector Pension Investment Board (PSP Investments)
481
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$279K -$940K -6,137 -78%
SFI
482
Siemens Fonds Invest
Germany
$272K +$255K +1,663 New
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$270K -$44.4K -290 -15%
LNB
484
Ledyard National Bank
$265K -$16.4K -107 -6%
MCM
485
Morton Capital Management
California
$264K
FRM
486
Fox Run Management
Connecticut
$263K +$247K +1,610 New
CAI
487
Capital Advisors Inc
Oklahoma
$260K +$18.8K +123 +8%
MCM
488
MAI Capital Management
Ohio
$259K -$187K -1,220 -43%
WTB
489
Washington Trust Bank
Washington
$256K
QPW
490
Quantum Private Wealth
Florida
$253K -$2.14K -14 -0.9%
MA
491
Mutual Advisors
Nebraska
$253K +$4.75K +31 +2%
LNWWM
492
Laird Norton Wetherby Wealth Management
California
$251K +$24K +157 +11%
TWP
493
Tyche Wealth Partners
Texas
$251K +$235K +1,534 New
SAM
494
Strategy Asset Managers
California
$248K -$8.12K -53 -3%
WHCI
495
W.H. Cornerstone Investments
Massachusetts
$248K +$24.8K +162 +12%
BCI
496
Brinker Capital Investments
Pennsylvania
$248K -$21.1K -138 -9%
OPS
497
Orion Portfolio Solutions
Nebraska
$248K -$21.1K -138 -9%
FA
498
FDx Advisors
Illinois
$247K +$231K +1,511 New
GIA
499
Gateway Investment Advisers
Ohio
$245K +$230K +1,501 New
KeyBank National Association
500
KeyBank National Association
Ohio
$245K -$4.29K -28 -2%

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.