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Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
SFMG Wealth Advisors
Texas
$213K +$200K +1,303 New
XT
527
XTX Topco
Cayman Islands
$211K -$1.3M -8,508 -87%
KWM
528
Kolinsky Wealth Management
New Jersey
$211K -$13.9K -91 -7%
VF
529
Virtu Financial
New York
$210K +$197K +1,284 New
ACM
530
Andina Capital Management
Utah
$210K +$197K +1,284 New
DADC
531
D.A. Davidson & Co
Montana
$209K +$196K +1,281 New
AAM
532
Advisors Asset Management
Colorado
$208K -$383K -2,498 -66%
PWG
533
Portside Wealth Group
Utah
$207K +$194K +1,264 New
HT
534
Headlands Technologies
Illinois
$205K -$63.7K -416 -25%
TWM
535
Thrive Wealth Management
Pennsylvania
$205K +$192K +1,252 New
SWM
536
SeaCrest Wealth Management
New York
$205K -$340K -2,220 -64%
ONB
537
Old National Bancorp
Indiana
$204K +$191K +1,248 New
SIA
538
Schechter Investment Advisors
Michigan
$201K +$188K +1,227 New
MWM
539
Meridian Wealth Management
Kentucky
$200K +$188K +1,226 New
NF
540
Nikulski Financial
Iowa
$200K +$188K +1,225 New
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$187K -$57.7K -377 -25%
HI
542
Horizon Investments
North Carolina
$186K -$20.7K -135 -11%
MAM
543
Meeder Asset Management
Ohio
$181K
DPAM
544
Degroof Petercam Asset Management
Belgium
$180K +$168K +1,100 New
PS
545
Principal Securities
Iowa
$178K +$167K +1,090 New
IA
546
IFP Advisors
Florida
$175K -$207K -1,352 -56%
CI Investments Inc
547
CI Investments Inc
Ontario, Canada
$160K +$14.7K +96 +11%
PA
548
Parallel Advisors
California
$159K -$23K -150 -13%
S
549
SignatureFD
Georgia
$152K -$52.4K -342 -27%
UM
550
UniSuper Management
Australia
$148K +$61.7K +403 +81%

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.