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Jack Henry & Associates

656 hedge funds and large institutions have $11.7B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.43M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 239

1% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$95.9M)

5% less funds holding

Funds holding: 687656 (-31)

4.96% less ownership

Funds ownership: 97.62%92.66% (-5%)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

Holders
656
Holders Change
-31
Holders Change %
-4.51%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
245
Reduced
239
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
476
Capital Advisors Inc
Oklahoma
$276K
WTB
477
Washington Trust Bank
Washington
$273K
ACM
478
Advisors Capital Management
New Jersey
$270K -$34.4K -202 -11%
QPW
479
Quantum Private Wealth
Florida
$269K
MCM
480
MAI Capital Management
Ohio
$267K -$8.34K -49 -3%
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$267K
TWP
482
Tyche Wealth Partners
Texas
$267K +$170 +1 +0.1%
OWA
483
Outlook Wealth Advisors
Texas
$264K +$259K +1,520 New
TRCT
484
Tower Research Capital (TRC)
New York
$262K -$3.4M -19,977 -93%
GI
485
Gradient Investments
Minnesota
$261K -$351K -2,065 -58%
BWL
486
Bogart Wealth LLC
Virginia
$259K
BFA
487
Beaumont Financial Advisors
Massachusetts
$257K
FA
488
FDx Advisors
Illinois
$256K -$6.3K -37 -2%
TWM
489
Thrive Wealth Management
Pennsylvania
$255K +$36.9K +217 +17%
TWM
490
Trueblood Wealth Management
Ohio
$255K -$4.08K -24 -2%
AC
491
ASB Consultores
Florida
$254K +$248K +1,460 New
MFAM
492
Motley Fool Asset Management
Virginia
$251K +$15K +88 +6%
BCI
493
Brinker Capital Investments
Pennsylvania
$249K -$4.94K -29 -2%
OPS
494
Orion Portfolio Solutions
Nebraska
$249K -$4.94K -29 -2%
SCA
495
Snowden Capital Advisors
New York
$245K +$3.23K +19 +1%
ONB
496
Old National Bancorp
Indiana
$239K +$21.4K +126 +10%
PWG
497
Portside Wealth Group
Utah
$237K +$17.4K +102 +8%
IWA
498
Icon Wealth Advisors
Texas
$236K -$17.7K -104 -7%
SCA
499
Summit Creek Advisors
Minnesota
$236K +$2.89K +17 +1%
VSQM
500
V-Square Quantitative Management
Illinois
$234K

JKHY Hedge Fund Activity: Q1 2024 in Review

656 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2024, worth a combined $11.7B — up 0.83% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of JKHY and 48 opened new positions — a net loss of 20 holders — while 239 trimmed existing stakes and 245 added.

The largest buyer was State Street, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $524M.

  • 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2024, down from 687 in Q4 2023.
  • Funds reported $11.7B of Jack Henry & Associates stock for Q1 2024, up 0.83% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q1 2024 and 68 closed out, a net change of -20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2024 was State Street, an estimated $115M added.
  • The largest Jack Henry & Associates seller in Q1 2024 was Morgan Stanley, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2024.