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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
501
Metis Global Partners
California
$266K +$279K +1,513 New
CII
502
Capital International Inc
California
$264K
SW
503
SVB Wealth
Massachusetts
$262K -$171K -926 -38%
LWAC
504
Laurel Wealth Advisors (California)
California
$260K -$12.9K -70 -5%
LFA
505
Legacy Financial Advisors
Kentucky
$259K +$6.46K +35 +2%
BFA
506
Beaumont Financial Advisors
Massachusetts
$259K +$554 +3 +0.2%
CAI
507
Capital Advisors Inc
Oklahoma
$258K
JGC
508
J. Goldman & Co
New York
$258K +$271K +1,467 New
AWM
509
Axxcess Wealth Management
California
$255K +$37.3K +202 +16%
BWL
510
Bogart Wealth LLC
Virginia
$255K -$6.28K -34 -2%
AWM
511
Apollon Wealth Management
South Carolina
$251K +$12.7K +69 +5%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$242K -$75.3K -408 -23%
CS
513
Comerica Securities
Michigan
$242K +$9.23K +50 +4%
VIA
514
Vident Investment Advisory
Georgia
$240K -$364K -1,972 -59%
TMAM
515
Tokio Marine Asset Management
Japan
$240K +$38.6K +209 +18%
CWP
516
Curated Wealth Partners
California
$239K +$185 +1 +0.1%
MA
517
Mutual Advisors
Nebraska
$239K -$1.29K -7 -0.5%
FFM
518
Fullerton Fund Management
Singapore
$238K +$251K +1,358 New
DA
519
Detalus Advisors
Missouri
$238K +$250K +1,355 New
Vontobel Holding
520
Vontobel Holding
Switzerland
$236K +$29K +157 +13%
HPC
521
HM Payson & Co
Maine
$232K -$27K -146 -10%
MC
522
Moors & Cabot
Massachusetts
$230K +$11.8K +64 +5%
SWA
523
SFMG Wealth Advisors
Texas
$229K
ECG
524
Edge Capital Group
Georgia
$228K
HSA
525
HBK Sorce Advisory
Pennsylvania
$228K +$240K +1,300 New

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.