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Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
476
Brown Advisory
Maryland
$305K -$18.4K -109 -6%
MA
477
Mutual Advisors
Nebraska
$303K +$63.8K +377 +30%
ET
478
Entropy Technologies
New York
$301K +$289K +1,707 New
BFM
479
Boothbay Fund Management
New York
$298K +$285K +1,686 New
FFA
480
Farther Finance Advisors
California
$298K -$219K -1,295 -43%
GI
481
GAMMA Investing
California
$297K +$26.7K +158 +10%
GRP
482
Global Retirement Partners
California
$297K +$109K +642 +62%
GS
483
GTS Securities
New York
$296K +$13.2K +78 +5%
WB
484
WesBanco Bank
West Virginia
$296K
QEI
485
QSV Equity Investors
Illinois
$295K
PGWM
486
Pitti Group Wealth Management
New York
$294K
GWP
487
Gen-Wealth Partners
Michigan
$292K +$65.7K +388 +32%
NWWA
488
New Wave Wealth Advisors
Arkansas
$291K +$508 +3 +0.2%
HOWA
489
Heritage Oak Wealth Advisors
Florida
$291K +$279K +1,647 New
TWM
490
Thrive Wealth Management
Pennsylvania
$286K
Credit Agricole
491
Credit Agricole
France
$285K -$12.2K -72 -4%
II
492
Inspire Investing
Idaho
$285K -$354K -2,091 -56%
IWM
493
IHT Wealth Management
Illinois
$284K +$271K +1,600 New
CAI
494
Capital Advisors Inc
Oklahoma
$281K
CA
495
Clearstead Advisors
Ohio
$280K -$16.8K -99 -6%
MGIA
496
Moneta Group Investment Advisors
Missouri
$279K -$22.8K -135 -8%
CCM
497
Coldstream Capital Management
Washington
$279K +$268K +1,582 New
WTB
498
Washington Trust Bank
Washington
$277K
VSQM
499
V-Square Quantitative Management
Illinois
$277K +$9.14K +54 +4%
QCM
500
QRG Capital Management
Illinois
$274K -$112K -663 -30%

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.