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Jack Henry & Associates

557 hedge funds and large institutions have $9.7B invested in Jack Henry & Associates in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $4.12M

32% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 174

17% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $8.79B → $9.7B (+$915M)

1% more funds holding

Funds holding: 553557 (+4)

0.27% more ownership

Funds ownership: 90.3%90.57% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
12.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
61
Increased
229
Reduced
174
Closed
52
Calls
$12.7M
Puts
$4.12M
Net Calls
+$8.6M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
501
Essex Investment Management
Massachusetts
$24K -$21.2K -160 -48%
TL
502
TrueWealth LLC
Georgia
$24K
KL
503
KWMG LLC
Kansas
$22K
IWP
504
Icon Wealth Partners
Texas
$22K +$21.4K +162 New
QCG
505
Quadrant Capital Group
Ohio
$19K -$397 -3 -2%
OAJ
506
Ogorek Anthony Joseph
New York
$19K
HIIFS
507
Harel Insurance Investments & Financial Services
Israel
$18K -$14.7K -111 -47%
SLF
508
Sun Life Financial
Ontario, Canada
$18K -$10.7K -81 -38%
AF
509
Arrow Financial
New York
$17K
KPW
510
Kore Private Wealth
New York
$17K +$5.95K +45 +56%
RFM
511
Royal Fund Management
Florida
$16K
FCB
512
First Command Bank
Texas
$15K
FCFS
513
First Command Financial Services
Texas
$15K
CFGS
514
Concourse Financial Group Securities
Alabama
$15K +$1.98K +15 +15%
VCM
515
Versant Capital Management
Arizona
$14K -$2.38K -18 -15%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$14K +$13K +98 New
LPWM
517
Lake Point Wealth Management
Texas
$14K +$13.8K +104 New
AssetMark Inc
518
AssetMark Inc
California
$12K -$6.61K -50 -38%
GWM
519
Geneos Wealth Management
Colorado
$12K +$11.5K +87 New
MA
520
MUFG Americas
New York
$12K +$11.8K +89 New
OIA
521
Optimum Investment Advisors
Illinois
$11K
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$11K +$8.6K +65 +542%
IA
523
IFP Advisors
Florida
$10K -$141K -1,064 -94%
SMFS
524
Squar Milner Financial Services
California
$10K
CHC
525
City Holding Co
West Virginia
$9K

JKHY Hedge Fund Activity: Q1 2019 in Review

557 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2019, worth a combined $9.7B — up 10% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JKHY positions and 52 closed out — a net gain of 9 holders — while 229 added to existing stakes and 174 trimmed.

The largest buyer was Invesco, adding an estimated $89.4M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $104M.

  • 557 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2019, up from 553 in Q4 2018.
  • Funds reported $9.7B of Jack Henry & Associates stock for Q1 2019, up 10% quarter-over-quarter.
  • 61 funds opened new Jack Henry & Associates positions in Q1 2019 and 52 closed out, a net change of +9 holders.
  • The largest Jack Henry & Associates buyer in Q1 2019 was Invesco, an estimated $89.4M added.
  • The largest Jack Henry & Associates seller in Q1 2019 was Robeco Institutional Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2019.