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Jack Henry & Associates

597 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 218 increasing their positions, 180 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $2.78M

169% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 36

21% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 180

9% more funds holding

Funds holding: 547597 (+50)

0.64% less ownership

Funds ownership: 91.96%91.32% (-0.64%)

1% less capital invested

Capital invested by funds: $10.3B → $10.2B (-$97.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
597
Holders Change
+50
Holders Change %
+9.14%
% of All Funds
11.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
97
Increased
218
Reduced
180
Closed
36
Calls
$10.4M
Puts
$2.78M
Net Calls
+$7.6M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
501
Tower Research Capital (TRC)
New York
$97K -$106K -727 -52%
KPW
502
Kore Private Wealth
New York
$90K +$90.7K +621 New
SMFS
503
Squar Milner Financial Services
California
$86K +$86.5K +592 New
WPA
504
West Paces Advisors
Georgia
$85.2K
PFBT
505
Parkside Financial Bank & Trust
Missouri
$85K +$2.48K +17 +3%
PCG
506
Private Capital Group
Connecticut
$84K +$19.1K +131 +29%
LJHT
507
Laurie J. Hall Trustee
$78K -$78K -534 -50%
MAM
508
Marquette Asset Management
Minnesota
$74K
ME
509
McIlrath & Eck
Washington
$73K
First Manhattan
510
First Manhattan
New York
$67K -$263K -1,800 -80%
DWA
511
Dougherty Wealth Advisers
Minnesota
$62K
CCA
512
Column Capital Advisors
Indiana
$62K +$62.6K +429 New
CIA
513
CSat Investment Advisory
Michigan
$59K +$8.91K +61 +18%
TAIM
514
TD Ameritrade Investment Management
Nebraska
$54K +$21.8K +149 +67%
EWM
515
Endurance Wealth Management
Rhode Island
$51K
AIM
516
Anchor Investment Management
South Carolina
$47.3K
FPFS
517
First Personal Financial Services
North Carolina
$44K -$5.7K -39 -11%
CAW
518
Cornerstone Advisors (Washington)
Washington
$44K
CFB
519
Cullen/Frost Bankers
Texas
$44K
RE
520
RBC Europe
United Kingdom
$43.7K +$43.8K +300 New
RTC
521
Riverview Trust Company
Washington
$43K
SCA
522
Stonebridge Capital Advisors
Minnesota
$39K
FHA
523
Flagship Harbor Advisors
Massachusetts
$38K +$146 +1 +0.4%
SAM
524
S.A. Mason
Michigan
$38K +$38K +260 New
SMG
525
Spectrum Management Group
Indiana
$36K -$11K -75 -23%

JKHY Hedge Fund Activity: Q4 2019 in Review

597 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2019, worth a combined $10.2B — down 0.94% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new JKHY positions and 36 closed out — a net gain of 61 holders — while 218 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $72.3M. The largest seller was Capital World Investors, cutting an estimated $407M.

  • 597 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2019, up from 547 in Q3 2019.
  • Funds reported $10.2B of Jack Henry & Associates stock for Q4 2019, down 0.94% quarter-over-quarter.
  • 97 funds opened new Jack Henry & Associates positions in Q4 2019 and 36 closed out, a net change of +61 holders.
  • The largest Jack Henry & Associates buyer in Q4 2019 was BlackRock, an estimated $72.3M added.
  • The largest Jack Henry & Associates seller in Q4 2019 was Capital World Investors, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2019.