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Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
501
Tyche Wealth Partners
Texas
$271K +$169 +1 +0.1%
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$268K -$5.42K -32 -2%
DF
503
Donoghue Forlines
Massachusetts
$265K +$35.2K +208 +16%
GI
504
Gradient Investments
Minnesota
$265K
QPW
505
Quantum Private Wealth
Florida
$263K -$34K -201 -12%
DFCM
506
Dark Forest Capital Management
Puerto Rico
$262K -$122K -721 -33%
MFAM
507
Motley Fool Asset Management
Virginia
$261K -$169 -1 -0.1%
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$259K +$33.2K +196 +15%
KWM
509
Kolinsky Wealth Management
New Jersey
$258K +$16.2K +96 +7%
BWL
510
Bogart Wealth LLC
Virginia
$256K
LNB
511
Ledyard National Bank
$254K -$11.5K -68 -5%
TWP
512
Tempus Wealth Planning
California
$252K +$242K +1,430 New
SMC
513
Smith, Moore & Co
Missouri
$248K -$111K -655 -32%
PFPT
514
Pinnacle Financial Partners (Tennessee)
Tennessee
$247K -$5.08K -30 -2%
PWG
515
Portside Wealth Group
Utah
$242K +$14.9K +88 +7%
AAP
516
Arax Advisory Partners
Colorado
$242K +$3.55K +21 +2%
TWM
517
Trueblood Wealth Management
Ohio
$240K -$14.4K -85 -6%
NONA
518
Ninety One North America
New York
$240K +$230K +1,357 New
PS
519
Principal Securities
Iowa
$237K +$28.1K +166 +14%
DWT
520
Dorsey & Whitney Trust
South Dakota
$230K +$221K +1,305 New
SWA
521
SFMG Wealth Advisors
Texas
$230K
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
$229K +$20K +118 +10%
DWP
523
Daymark Wealth Partners
Ohio
$228K
PWP
524
Phillips Wealth Planners
Mississippi
$226K +$206K +1,218 New
BAMF
525
BI Asset Management Fondsmaeglerselskab
Denmark
$223K +$213K +1,261 New

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.