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Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
526
Morningstar Investment Services
Illinois
$223K +$214K +1,267 New
PP
527
Paloma Partners
Connecticut
$217K +$208K +1,228 New
TW
528
TritonPoint Wealth
Maryland
$216K -$63.3K -374 -23%
IC
529
IEQ Capital
California
$215K +$206K +1,219 New
SFI
530
Siemens Fonds Invest
Germany
$212K -$68.7K -406 -25%
PA
531
Profund Advisors
Maryland
$212K +$203K +1,202 New
AAM
532
Aureus Asset Management
Massachusetts
$211K +$202K +1,196 New
Wolverine Trading
533
Wolverine Trading
Illinois
$211K +$203K +1,197 New
OAM
534
Oxford Asset Management
United Kingdom
$209K +$201K +1,185 New
WPC
535
Wedmont Private Capital
Pennsylvania
$208K +$196K +1,156 New
IF
536
IRON Financial
Illinois
$208K +$199K +1,176 New
BAM
537
Belpointe Asset Management
Nevada
$206K +$197K +1,166 New
BWG
538
Berry Wealth Group
Texas
$206K +$197K +1,165 New
SWM
539
SeaCrest Wealth Management
New York
$205K +$197K +1,164 New
AWM
540
AE Wealth Management
Kansas
$205K +$196K +1,161 New
AFG
541
Argent Financial Group
Louisiana
$203K +$195K +1,150 New
PWP
542
Parkwoods Wealth Partners
New York
$201K +$193K +1,140 New
DEA
543
DoubleLine ETF Adviser
Florida
$201K +$192K +1,137 New
CWS
544
Cypress Wealth Services
California
$200K +$192K +1,133 New
SAM
545
Smartleaf Asset Management
Massachusetts
$199K +$45.4K +268 +31%
S
546
SignatureFD
Georgia
$192K +$21.2K +125 +13%
LI
547
LRI Investments
Florida
$186K -$6.77K -40 -4%
EBA
548
Eagle Bay Advisors
New York
$184K -$9.98K -59 -5%
C
549
Covestor
United Kingdom
$179K +$42.1K +249 +33%
HI
550
Horizon Investments
North Carolina
$175K -$24.7K -146 -13%

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.