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Jack Henry & Associates

667 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 260 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

22% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $3.65M

12% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 232

2% more funds holding

Funds holding: 656667 (+11)

0.78% less ownership

Funds ownership: 92.66%91.88% (-0.78%)

5% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$586M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
667
Holders Change
+11
Holders Change %
+1.68%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
260
Reduced
232
Closed
53
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
501
V-Square Quantitative Management
Illinois
$251K +$27.4K +165 +12%
LNB
502
Ledyard National Bank
$250K -$19.4K -117 -7%
GI
503
Gradient Investments
Minnesota
$249K
BFA
504
Beaumont Financial Advisors
Massachusetts
$245K
BWL
505
Bogart Wealth LLC
Virginia
$241K -$6.47K -39 -3%
TWM
506
Trueblood Wealth Management
Ohio
$240K -$3.65K -22 -1%
MFAM
507
Motley Fool Asset Management
Virginia
$238K +$1.49K +9 +0.6%
PFPT
508
Pinnacle Financial Partners (Tennessee)
Tennessee
$237K -$248K -1,493 -51%
BCI
509
Brinker Capital Investments
Pennsylvania
$237K -$996 -6 -0.4%
OPS
510
Orion Portfolio Solutions
Nebraska
$237K -$996 -6 -0.4%
KHC
511
Koesten Hirschmann & Crabtree
Kansas
$226K
KWM
512
Kolinsky Wealth Management
New Jersey
$226K +$5.48K +33 +2%
AAP
513
Arax Advisory Partners
Colorado
$224K +$12.8K +77 +6%
SWA
514
SFMG Wealth Advisors
Texas
$216K
DF
515
Donoghue Forlines
Massachusetts
$215K +$215K +1,295 New
DWP
516
Daymark Wealth Partners
Ohio
$215K +$215K +1,294 New
MA
517
Mutual Advisors
Nebraska
$215K +$210K +1,262 New
PWG
518
Portside Wealth Group
Utah
$213K -$13.9K -84 -6%
Fifth Third Bancorp
519
Fifth Third Bancorp
Ohio
$211K +$26.7K +161 +15%
SIA
520
Schechter Investment Advisors
Michigan
$203K -$6.47K -39 -3%
GWP
521
Gen-Wealth Partners
Michigan
$200K +$36.5K +220 +22%
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
$196K +$830 +5 +0.4%
PS
523
Principal Securities
Iowa
$195K +$15.1K +91 +8%
IWA
524
Icon Wealth Advisors
Texas
$191K -$40.8K -246 -18%
HI
525
Horizon Investments
North Carolina
$188K +$1.99K +12 +1%

JKHY Hedge Fund Activity: Q2 2024 in Review

667 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2024, worth a combined $11.1B — down 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JKHY positions and 53 closed out — a net gain of 21 holders — while 260 added to existing stakes and 232 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $50.7M. The largest seller was Bank Julius Baer & Co, cutting an estimated $85.8M.

  • 667 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2024, up from 656 in Q1 2024.
  • Funds reported $11.1B of Jack Henry & Associates stock for Q2 2024, down 5% quarter-over-quarter.
  • 74 funds opened new Jack Henry & Associates positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest Jack Henry & Associates buyer in Q2 2024 was First Trust Advisors, an estimated $50.7M added.
  • The largest Jack Henry & Associates seller in Q2 2024 was Bank Julius Baer & Co, an estimated $85.8M sold.

Based on aggregated 13F filings for Q2 2024.