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Jack Henry & Associates
JKHY

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634 → 687 (+53)

5.15% more ownership

Funds ownership: 92.48% → 97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$520M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$63.9M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$50M
4
APG Asset Management
APG Asset Management
Netherlands
+$47.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$47.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$159M
2
Parnassus Investments
Parnassus Investments
California
-$103M
3
JP Morgan Chase
JP Morgan Chase
New York
-$64.7M
4
Amundi
Amundi
France
-$21.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
501
Trueblood Wealth Management
Ohio
$244K +$228K +1,492 New
BWL
502
Bogart Wealth LLC
Virginia
$243K +$153 +1 +0.1%
MA
503
MJP Associates
Connecticut
$242K +$613 +4 +0.3%
BFA
504
Beaumont Financial Advisors
Massachusetts
$242K +$613 +4 +0.3%
NCFG
505
New Century Financial Group
New Jersey
$241K +$226K +1,477 New
MGIA
506
Moneta Group Investment Advisors
Missouri
$241K +$225K +1,472 New
NICM
507
Neo Ivy Capital Management
New York
$240K +$225K +1,470 New
IWA
508
Icon Wealth Advisors
Texas
$239K +$224K +1,465 New
Nomura Holdings
509
Nomura Holdings
Japan
$239K +$224K +1,462 New
EBA
510
Eagle Bay Advisors
New York
$237K +$20.7K +135 +10%
AIM
511
Aigen Investment Management
New York
$233K +$218K +1,424 New
Wellington Management Group
512
Wellington Management Group
Massachusetts
$230K +$215K +1,406 New
CWP
513
Curated Wealth Partners
California
$230K -$5.05K -33 -2%
DWM
514
Dakota Wealth Management
Florida
$229K +$215K +1,401 New
SCA
515
Snowden Capital Advisors
New York
$228K -$38.9K -254 -15%
MWM
516
Moran Wealth Management
Florida
$224K +$210K +1,370 New
MFAM
517
Motley Fool Asset Management
Virginia
$222K -$20.5K -134 -9%
DA
518
Detalus Advisors
Missouri
$221K – – –
SC
519
Savant Capital
Illinois
$221K +$207K +1,350 New
VSQM
520
V-Square Quantitative Management
Illinois
$220K – – –
SCA
521
Summit Creek Advisors
Minnesota
$219K +$205K +1,341 New
GCM
522
Graham Capital Management
Connecticut
$218K -$308K -2,010 -60%
HT
523
Heritage Trust
Oklahoma
$218K +$204K +1,332 New
AAP
524
Arax Advisory Partners
Colorado
$214K -$5.51K -36 -3%
KHC
525
Koesten Hirschmann & Crabtree
Kansas
$213K – – –
19 20
21
22 23

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.