We are live on ! Find out more
JKHY icon

Jack Henry & Associates

597 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 218 increasing their positions, 180 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $2.78M

169% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 36

21% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 180

9% more funds holding

Funds holding: 547597 (+50)

0.64% less ownership

Funds ownership: 91.96%91.32% (-0.64%)

1% less capital invested

Capital invested by funds: $10.3B → $10.2B (-$97.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
597
Holders Change
+50
Holders Change %
+9.14%
% of All Funds
11.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
97
Increased
218
Reduced
180
Closed
36
Calls
$10.4M
Puts
$2.78M
Net Calls
+$7.6M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Geneos Wealth Management
Colorado
$35K +$730 +5 +2%
GAM
527
Gemmer Asset Management
California
$34K
CFG
528
Citizens Financial Group
Rhode Island
$34K +$33.6K +230 New
GLI
529
Guardian Life Insurance
New York
$33K
CT
530
Caldwell Trust
Florida
$31K +$31.1K +213 New
FHA
531
First Horizon Advisors
Tennessee
$29K
DSC
532
Duncker Streett & Co
Missouri
$29K +$28.9K +198 New
Fuller & Thaler Asset Management
533
Fuller & Thaler Asset Management
California
$28K
TL
534
TrueWealth LLC
Georgia
$26K
EIM
535
Essex Investment Management
Massachusetts
$25K
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$25K +$5.11K +35 +26%
QT
537
Quantbot Technologies
New York
$21K -$287K -1,967 -93%
QCG
538
Quadrant Capital Group
Ohio
$21K +$1.46K +10 +6%
CFGS
539
Concourse Financial Group Securities
Alabama
$21K +$10.1K +69 +92%
OAJ
540
Ogorek Anthony Joseph
New York
$20K
AS
541
Altshuler Shaham
Israel
$20K +$19K +130 +3,250%
LPWM
542
Lake Point Wealth Management
Texas
$19K +$18.7K +128 New
MAM
543
Meeder Asset Management
Ohio
$18K -$1.75K -12 -9%
OSAM
544
O'Shaughnessy Asset Management
Connecticut
$17K -$246K -1,683 -94%
AF
545
Arrow Financial
New York
$17K
RFM
546
Royal Fund Management
Florida
$17K
CDIA
547
Capital Directions Investment Advisors
Georgia
$16K
ACM
548
Allred Capital Management
Texas
$15.7K +$15.8K +108 New
FANJ
549
Financial Architects (New Jersey)
New Jersey
$15K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$14K

JKHY Hedge Fund Activity: Q4 2019 in Review

597 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2019, worth a combined $10.2B — down 0.94% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new JKHY positions and 36 closed out — a net gain of 61 holders — while 218 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $72.3M. The largest seller was Capital World Investors, cutting an estimated $407M.

  • 597 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2019, up from 547 in Q3 2019.
  • Funds reported $10.2B of Jack Henry & Associates stock for Q4 2019, down 0.94% quarter-over-quarter.
  • 97 funds opened new Jack Henry & Associates positions in Q4 2019 and 36 closed out, a net change of +61 holders.
  • The largest Jack Henry & Associates buyer in Q4 2019 was BlackRock, an estimated $72.3M added.
  • The largest Jack Henry & Associates seller in Q4 2019 was Capital World Investors, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2019.