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Jack Henry & Associates

553 hedge funds and large institutions have $8.79B invested in Jack Henry & Associates in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 170 increasing their positions, 215 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $4.15M

75% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 55

7% more funds holding

Funds holding: 516553 (+37)

0.8% less ownership

Funds ownership: 91.1%90.3% (-0.8%)

21% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 215

22% less capital invested

Capital invested by funds: $11.2B → $8.79B (-$2.46B)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
553
Holders Change
+37
Holders Change %
+7.17%
% of All Funds
12.32%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
96
Increased
170
Reduced
215
Closed
55
Calls
$15.6M
Puts
$4.15M
Net Calls
+$11.5M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
526
PRW Wealth Management
Massachusetts
$6K +$7.24K +51 New
PAMU
527
Pictet Asset Management (UK)
United Kingdom
$5.05K -$4.45M -31,300 -44%
CMBA
528
C.M. Bidwell & Associates
Hawaii
$5K
SA
529
SRH Advisors
Kansas
$5K
BWM
530
BerganKDV Wealth Management
Minnesota
$4K
HH
531
HWG Holdings
Texas
$3K -$3.47M -24,454 -100%
AF
532
Allworth Financial
California
$3K
EARNEST Partners
533
EARNEST Partners
Georgia
$3K
TFO
534
Tarbox Family Office
California
$3K
CA
535
Claro Advisors
Massachusetts
$3K +$2.84K +20 New
WANY
536
Wealthspire Advisors (New York)
New York
$3K +$3.27K +23 New
CCM
537
Cribstone Capital Management
Maine
$2K -$4.83K -34 -65%
HIM
538
Hillsdale Investment Management
Ontario, Canada
$2K -$710 -5 -25%
APC
539
Aspire Private Capital
North Carolina
$2K +$1.71K +12 New
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$2K +$1.71K +12 New
CAM
541
Cresset Asset Management
Illinois
$2K +$2.56K +18 New
NFG
542
Next Financial Group
Texas
$2K +$2.7K +19 New
UB
543
UMB Bank
Missouri
$1.98K -$3.41K -24 -0.2%
CS
544
Candriam SCA
Luxembourg
$1K -$142 -1 -11%
CAM
545
ClariVest Asset Management
California
$1K
TNBTD
546
Trustmark National Bank Trust Department
Mississippi
$1K
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$568 +4 New
TWA
548
TCI Wealth Advisors
Arizona
$1K +$710 +5 New
WTB
549
Washington Trust Bank
Washington
$1K +$1.28K +9 New
WCM
550
WealthBridge Capital Management
Ohio
$1K +$1.28K +9 New

JKHY Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2018, worth a combined $8.79B — down 22% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new JKHY positions and 55 closed out — a net gain of 41 holders — while 170 added to existing stakes and 215 trimmed.

The largest buyer was Vanguard Group, adding an estimated $188M. The largest seller was BlackRock, cutting an estimated $265M.

  • 553 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2018, up from 516 in Q3 2018.
  • Funds reported $8.79B of Jack Henry & Associates stock for Q4 2018, down 22% quarter-over-quarter.
  • 96 funds opened new Jack Henry & Associates positions in Q4 2018 and 55 closed out, a net change of +41 holders.
  • The largest Jack Henry & Associates buyer in Q4 2018 was Vanguard Group, an estimated $188M added.
  • The largest Jack Henry & Associates seller in Q4 2018 was BlackRock, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2018.