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Jack Henry & Associates

557 hedge funds and large institutions have $9.7B invested in Jack Henry & Associates in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $4.12M

32% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 174

17% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $8.79B → $9.7B (+$915M)

1% more funds holding

Funds holding: 553557 (+4)

0.27% more ownership

Funds ownership: 90.3%90.57% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
557
Holders Change
+4
Holders Change %
+0.72%
% of All Funds
12.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
61
Increased
229
Reduced
174
Closed
52
Calls
$12.7M
Puts
$4.12M
Net Calls
+$8.6M
Net Calls Change
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
526
One Wealth Advisors
California
$9K +$8.2K +62 New
AIA
527
Alera Investment Advisors
Illinois
$8K -$1.46K -11 -15%
HGWM
528
Harvest Group Wealth Management
Massachusetts
$8K +$8.07K +61 New
WTB
529
Washington Trust Bank
Washington
$7K +$5.03K +38 +422%
BBNA
530
Bremer Bank National Association
Minnesota
$7K +$6.21K +47 New
HNB
531
Huntington National Bank
Ohio
$6K
IFAM
532
Institutional & Family Asset Management
Colorado
$6K
PWM
533
PRW Wealth Management
Massachusetts
$6K
VFA
534
Valeo Financial Advisors
Indiana
$6K
CMBA
535
C.M. Bidwell & Associates
Hawaii
$5K
SA
536
SRH Advisors
Kansas
$5K
MNBTD
537
Moody National Bank Trust Division
Texas
$5K +$4.36K +33 New
BWM
538
BerganKDV Wealth Management
Minnesota
$4K
HH
539
HWG Holdings
Texas
$4K
AF
540
Allworth Financial
California
$4K +$529 +4 +15%
EARNEST Partners
541
EARNEST Partners
Georgia
$3K
TFO
542
Tarbox Family Office
California
$3K
HIM
543
Hillsdale Investment Management
Ontario, Canada
$3K +$661 +5 +33%
PFGIA
544
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$1.98K +15 +375%
SBL
545
Sargent Bickham Lagudis
Colorado
$3K +$2.78K +21 New
HI
546
Hudock Inc
Pennsylvania
$2K -$59.8K -452 -96%
APC
547
Aspire Private Capital
North Carolina
$2K
BCA
548
Berman Capital Advisors
Georgia
$2K
CCM
549
Cribstone Capital Management
Maine
$2K
Fidelity International
550
Fidelity International
Bermuda
$2K +$1.46K +11 New

JKHY Hedge Fund Activity: Q1 2019 in Review

557 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2019, worth a combined $9.7B — up 10% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JKHY positions and 52 closed out — a net gain of 9 holders — while 229 added to existing stakes and 174 trimmed.

The largest buyer was Invesco, adding an estimated $89.4M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $104M.

  • 557 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2019, up from 553 in Q4 2018.
  • Funds reported $9.7B of Jack Henry & Associates stock for Q1 2019, up 10% quarter-over-quarter.
  • 61 funds opened new Jack Henry & Associates positions in Q1 2019 and 52 closed out, a net change of +9 holders.
  • The largest Jack Henry & Associates buyer in Q1 2019 was Invesco, an estimated $89.4M added.
  • The largest Jack Henry & Associates seller in Q1 2019 was Robeco Institutional Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2019.