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Jack Henry & Associates

667 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 260 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

22% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $3.65M

12% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 232

2% more funds holding

Funds holding: 656667 (+11)

0.78% less ownership

Funds ownership: 92.66%91.88% (-0.78%)

5% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$586M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
667
Holders Change
+11
Holders Change %
+1.68%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
260
Reduced
232
Closed
53
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
476
Outlook Wealth Advisors
Texas
$302K +$49.3K +297 +20%
PGWM
477
Pitti Group Wealth Management
New York
$294K
NAS
478
Nicolet Advisory Services
Wisconsin
$292K +$2.99K +18 +1%
MGIA
479
Moneta Group Investment Advisors
Missouri
$285K +$1.33K +8 +0.5%
QPW
480
Quantum Private Wealth
Florida
$280K +$23.7K +143 +9%
Credit Agricole
481
Credit Agricole
France
$280K -$455K -2,739 -62%
CA
482
Clearstead Advisors
Ohio
$280K +$258K +1,551 +1,157%
WB
483
WesBanco Bank
West Virginia
$278K
QEI
484
QSV Equity Investors
Illinois
$277K -$49.6K -299 -15%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$277K +$1.49K +9 +0.5%
IMCOOI
486
Investment Management Corp of Ontario (IMCO)
Canada
$273K +$273K +1,647 New
CPBTD
487
Central Pacific Bank - Trust Division
Hawaii
$273K
NWWA
488
New Wave Wealth Advisors
Arkansas
$273K +$273K +1,644 New
TWM
489
Thrive Wealth Management
Pennsylvania
$269K +$24.6K +148 +10%
SFI
490
Siemens Fonds Invest
Germany
$267K
TW
491
TritonPoint Wealth
Maryland
$266K -$119K -718 -31%
GS
492
GTS Securities
New York
$266K +$266K +1,600 New
CAI
493
Capital Advisors Inc
Oklahoma
$264K
WTB
494
Washington Trust Bank
Washington
$260K
ACM
495
Advisors Capital Management
New Jersey
$260K +$1.66K +10 +0.6%
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$257K +$2.32K +14 +0.9%
IGAM
497
iA Global Asset Management
Quebec, Canada
$256K +$256K +1,541 New
TWP
498
Tyche Wealth Partners
Texas
$255K +$166 +1 +0.1%
GI
499
GAMMA Investing
California
$254K +$114K +687 +82%
MCM
500
MAI Capital Management
Ohio
$251K -$3.98K -24 -2%

JKHY Hedge Fund Activity: Q2 2024 in Review

667 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2024, worth a combined $11.1B — down 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JKHY positions and 53 closed out — a net gain of 21 holders — while 260 added to existing stakes and 232 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $50.7M. The largest seller was Bank Julius Baer & Co, cutting an estimated $85.8M.

  • 667 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2024, up from 656 in Q1 2024.
  • Funds reported $11.1B of Jack Henry & Associates stock for Q2 2024, down 5% quarter-over-quarter.
  • 74 funds opened new Jack Henry & Associates positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest Jack Henry & Associates buyer in Q2 2024 was First Trust Advisors, an estimated $50.7M added.
  • The largest Jack Henry & Associates seller in Q2 2024 was Bank Julius Baer & Co, an estimated $85.8M sold.

Based on aggregated 13F filings for Q2 2024.