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Jack Henry & Associates

656 hedge funds and large institutions have $11.7B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.43M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 239

1% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$95.9M)

5% less funds holding

Funds holding: 687656 (-31)

4.96% less ownership

Funds ownership: 97.62%92.66% (-5%)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

Holders
656
Holders Change
-31
Holders Change %
-4.51%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
245
Reduced
239
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
501
Graham Capital Management
Connecticut
$233K +$1.7K +10 +0.7%
SC
502
Savant Capital
Illinois
$233K -$1.87K -11 -0.8%
KWM
503
Kolinsky Wealth Management
New Jersey
$231K +$6.81K +40 +3%
KHC
504
Koesten Hirschmann & Crabtree
Kansas
$226K
SWA
505
SFMG Wealth Advisors
Texas
$226K
AAP
506
Arax Advisory Partners
Colorado
$221K -$6.13K -36 -3%
SIA
507
Schechter Investment Advisors
Michigan
$219K +$5.79K +34 +3%
DEA
508
DoubleLine ETF Adviser
Florida
$216K +$212K +1,243 New
HT
509
Heritage Trust
Oklahoma
$211K -$19.7K -116 -9%
MYLI
510
Meiji Yasuda Life Insurance
Japan
$208K +$204K +1,200 New
AAM
511
Aureus Asset Management
Massachusetts
$208K +$204K +1,196 New
SWM
512
SeaCrest Wealth Management
New York
$207K -$5.62K -33 -3%
MWM
513
Meridian Wealth Management
Kentucky
$207K -$5.96K -35 -3%
Koshinski Asset Management
514
Koshinski Asset Management
Illinois
$206K +$202K +1,184 New
CI Investments Inc
515
CI Investments Inc
Ontario, Canada
$204K +$32.7K +192 +20%
PA
516
Parallel Advisors
California
$204K +$33.7K +198 +20%
EBA
517
Eagle Bay Advisors
New York
$198K -$53.3K -313 -22%
SOW
518
State of Wyoming
Wyoming
$196K +$189K +1,113 +7,950%
HI
519
Horizon Investments
North Carolina
$195K -$2.72K -16 -1%
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$193K -$5.79K -34 -3%
DPAM
521
Degroof Petercam Asset Management
Belgium
$191K
HCA
522
Harbor Capital Advisors
Illinois
$190K +$186K +1,091 New
PS
523
Principal Securities
Iowa
$188K -$851 -5 -0.5%
IA
524
IFP Advisors
Florida
$182K -$3.74K -22 -2%
GWP
525
Gen-Wealth Partners
Michigan
$171K +$168K +987 New

JKHY Hedge Fund Activity: Q1 2024 in Review

656 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2024, worth a combined $11.7B — up 0.83% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of JKHY and 48 opened new positions — a net loss of 20 holders — while 239 trimmed existing stakes and 245 added.

The largest buyer was State Street, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $524M.

  • 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2024, down from 687 in Q4 2023.
  • Funds reported $11.7B of Jack Henry & Associates stock for Q1 2024, up 0.83% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q1 2024 and 68 closed out, a net change of -20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2024 was State Street, an estimated $115M added.
  • The largest Jack Henry & Associates seller in Q1 2024 was Morgan Stanley, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2024.