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Jack Henry & Associates

656 hedge funds and large institutions have $11.7B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.43M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 239

1% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$95.9M)

5% less funds holding

Funds holding: 687656 (-31)

4.96% less ownership

Funds ownership: 97.62%92.66% (-5%)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

Holders
656
Holders Change
-31
Holders Change %
-4.51%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
245
Reduced
239
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
526
HM Payson & Co
Maine
$170K +$15.5K +91 +10%
AAM
527
Advisors Asset Management
Colorado
$167K -$52.6K -309 -24%
S
528
SignatureFD
Georgia
$158K -$3.57K -21 -2%
LSA
529
Leonteq Securities AG
Switzerland
$157K +$12.4K +73 +9%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$148K +$25.5K +150 +21%
HA
531
Homestead Advisers
Virginia
$146K
AIP
532
Ameritas Investment Partners
Nebraska
$146K
GI
533
GAMMA Investing
California
$146K +$61.6K +362 +76%
AF
534
Advisornet Financial
Minnesota
$127K +$15.7K +92 +14%
SC
535
SouthState Corp
Florida
$124K +$42K +247 +53%
VNA
536
Valley National Advisers
Pennsylvania
$124K -$7.66K -45 -6%
FCA
537
FinTrust Capital Advisors
South Carolina
$123K
SAM
538
Smartleaf Asset Management
Massachusetts
$122K -$9.7K -57 -7%
GC
539
Globeflex Capital
California
$122K +$119K +700 New
HNB
540
Hilltop National Bank
Wyoming
$117K +$115K +674 New
DWS
541
Dynamic Wealth Strategies
California
$115K +$2.38K +14 +2%
SWS
542
SYSTM Wealth Solutions
Illinois
$111K
C
543
Covestor
United Kingdom
$107K -$9.53K -56 -8%
MG
544
Mather Group
Illinois
$106K +$110K +648 New
WPA
545
West Paces Advisors
Georgia
$103K +$1.02K +6 +1%
MTIC
546
Missouri Trust & Investment Company
Missouri
$86.9K -$12.8K -75 -13%
ME
547
McIlrath & Eck
Washington
$86.9K
JWM
548
Janiczek Wealth Management
Colorado
$82.9K +$28.9K +170 +55%
BCWM
549
Bartlett & Co Wealth Management
Ohio
$81.7K
First Manhattan
550
First Manhattan
New York
$80.1K

JKHY Hedge Fund Activity: Q1 2024 in Review

656 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2024, worth a combined $11.7B — up 0.83% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of JKHY and 48 opened new positions — a net loss of 20 holders — while 239 trimmed existing stakes and 245 added.

The largest buyer was State Street, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $524M.

  • 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2024, down from 687 in Q4 2023.
  • Funds reported $11.7B of Jack Henry & Associates stock for Q1 2024, up 0.83% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q1 2024 and 68 closed out, a net change of -20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2024 was State Street, an estimated $115M added.
  • The largest Jack Henry & Associates seller in Q1 2024 was Morgan Stanley, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2024.