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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
Brown Capital Management
Maryland
$233K -$619K -3,465 -72%
TWM
527
Trueblood Wealth Management
Ohio
$233K -$6.08K -34 -2%
CWP
528
Curated Wealth Partners
California
$232K +$237K +1,324 New
PWP
529
Phillips Wealth Planners
Mississippi
$232K +$23.1K +129 +11%
FIA
530
Foundations Investment Advisors
Arizona
$229K +$234K +1,308 New
DWT
531
Dorsey & Whitney Trust
South Dakota
$229K
SMC
532
Smith, Moore & Co
Missouri
$229K -$18.2K -102 -7%
SWA
533
SFMG Wealth Advisors
Texas
$228K
DWP
534
Daymark Wealth Partners
Ohio
$225K -$1.97K -11 -0.9%
SWM
535
SeaCrest Wealth Management
New York
$225K +$21.1K +118 +10%
EBA
536
Eagle Bay Advisors
New York
$220K +$38.6K +216 +21%
Focus Partners Wealth
537
Focus Partners Wealth
Massachusetts
$219K +$223K +1,249 New
SG Americas Securities
538
SG Americas Securities
New York
$218K -$1.27M -7,114 -85%
FFG
539
Floyd Financial Group
Missouri
$217K +$226K +1,262 New
MAS
540
Meeder Advisory Services
Ohio
$214K +$218K +1,218 New
WPC
541
Wedmont Private Capital
Pennsylvania
$213K +$14.8K +83 +7%
CPCPP
542
Canada Post Corporation Pension Plan
Canada
$212K +$216K +1,210 New
IF
543
IRON Financial
Illinois
$211K +$5.36K +30 +3%
NONA
544
Ninety One North America
New York
$210K -$28.1K -157 -12%
SB
545
Simmons Bank
Arkansas
$210K -$204K -1,141 -49%
AAM
546
Aureus Asset Management
Massachusetts
$210K
AWM
547
AE Wealth Management
Kansas
$208K +$4.83K +27 +2%
FC
548
Farringdon Capital
United Kingdom
$202K +$206K +1,151 New
HT
549
Heritage Trust
Oklahoma
$202K +$206K +1,150 New
BP
550
Ballentine Partners
Massachusetts
$201K +$205K +1,149 New

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.