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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
476
Penobscot Investment Management
Massachusetts
$305K -$80.1K -448 -20%
AM
477
AGF Management
Ontario, Canada
$305K +$311K +1,740 New
IWC
478
Integrated Wealth Concepts
Massachusetts
$304K -$715 -4 -0.2%
Capstone Investment Advisors
479
Capstone Investment Advisors
New York
$300K -$114K -640 -27%
TNA
480
True North Advisors
Texas
$299K +$304K +1,703 New
RSWM
481
Robertson Stephens Wealth Management
California
$298K -$335K -1,875 -52%
CNTOF
482
Canandaigua National Trust of Florida
New York
$297K +$303K +1,693 New
MCP
483
Martin Capital Partners
Oregon
$296K -$462K -2,583 -60%
TSS
484
Two Sigma Securities
New York
$296K -$81K -453 -21%
CSPIA
485
Cary Street Partners Investment Advisory
Virginia
$295K -$55.2K -309 -16%
TPI
486
Trust Point Inc
Wisconsin
$295K +$301K +1,683 New
QEI
487
QSV Equity Investors
Illinois
$294K +$1.25K +7 +0.4%
ECM
488
Everence Capital Management
Indiana
$291K +$297K +1,660 New
NWWA
489
New Wave Wealth Advisors
Arkansas
$289K +$715 +4 +0.2%
Brown Advisory
490
Brown Advisory
Maryland
$289K -$14.8K -83 -5%
GWP
491
Gen-Wealth Partners
Michigan
$288K +$8.76K +49 +3%
LNWWM
492
Laird Norton Wetherby Wealth Management
California
$286K +$20.2K +113 +7%
MFAM
493
Motley Fool Asset Management
Virginia
$286K +$31.5K +176 +12%
D.E. Shaw & Co
494
D.E. Shaw & Co
New York
$284K -$35.7K -200 -11%
CCM
495
Coldstream Capital Management
Washington
$279K +$1.97K +11 +0.7%
CAI
496
Capital Advisors Inc
Oklahoma
$279K +$179 +1 +0.1%
KWM
497
Kolinsky Wealth Management
New Jersey
$278K +$22.7K +127 +9%
MGIA
498
Moneta Group Investment Advisors
Missouri
$276K -$536 -3 -0.2%
CA
499
Clearstead Advisors
Ohio
$276K -$2.32K -13 -0.8%
WTB
500
Washington Trust Bank
Washington
$275K

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.