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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
526
Schechter Investment Advisors
Michigan
$218K -$45.1K -244 -16%
HCM
527
Hollencrest Capital Management
California
$216K -$9.6K -52 -4%
NF
528
Nikulski Financial
Iowa
$215K
SC
529
Savant Capital
Illinois
$209K +$1.66K +9 +0.8%
DADC
530
D.A. Davidson & Co
Montana
$208K +$2.22K +12 +1%
QI
531
Qtron Investments
Massachusetts
$207K -$310K -1,678 -59%
OWA
532
One Wealth Advisors
California
$207K -$38.8K -210 -15%
MAM
533
Meeder Asset Management
Ohio
$207K -$186K -1,008 -46%
FFP
534
FourThought Financial Partners
Florida
$206K +$217K +1,176 New
MCC
535
Money Concepts Capital
Florida
$203K +$158K +856 +284%
BFG
536
Berger Financial Group
Minnesota
$200K -$1.66K -9 -0.8%
CSPIA
537
Cary Street Partners Investment Advisory
Virginia
$191K +$201K +1,087 New
ETC
538
Exchange Traded Concepts
Oklahoma
$190K -$3.2M -17,335 -94%
S
539
SignatureFD
Georgia
$186K -$3.32K -18 -2%
VNA
540
Valley National Advisers
Pennsylvania
$183K
PAM
541
Paradigm Asset Management
New York
$176K
AIP
542
Ameritas Investment Partners
Nebraska
$168K
HA
543
Homestead Advisers
Virginia
$152K +$5.72K +31 +4%
JWM
544
Janiczek Wealth Management
Colorado
$144K -$53.4K -289 -27%
AAP
545
Arax Advisory Partners
Colorado
$142K +$4.8K +26 +3%
PTC
546
Private Trust Company
Ohio
$140K
DAC
547
Dividend Assets Capital
South Carolina
$136K
CI Investments Inc
548
CI Investments Inc
Ontario, Canada
$134K -$27.7K -150 -16%
LSA
549
Leonteq Securities AG
Switzerland
$132K +$17.7K +96 +15%
EBA
550
Eagle Bay Advisors
New York
$129K +$16.4K +89 +14%

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.