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Jack Henry & Associates

597 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 218 increasing their positions, 180 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $2.78M

169% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 36

21% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 180

9% more funds holding

Funds holding: 547597 (+50)

0.64% less ownership

Funds ownership: 91.96%91.32% (-0.64%)

1% less capital invested

Capital invested by funds: $10.3B → $10.2B (-$97.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
597
Holders Change
+50
Holders Change %
+9.14%
% of All Funds
11.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
97
Increased
218
Reduced
180
Closed
36
Calls
$10.4M
Puts
$2.78M
Net Calls
+$7.6M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
551
Westwood Holdings Group
Texas
$14K +$14.3K +98 New
DAM
552
Delta Asset Management
Tennessee
$13K
GRP
553
Global Retirement Partners
California
$13K
VCM
554
Versant Capital Management
Arizona
$12K -$1.17K -8 -9%
BDWM
555
Brewin Dolphin Wealth Management
Ireland
$11.7K
SL
556
Savior LLC
Massachusetts
$11K +$11.2K +77 New
BCWM
557
Bartlett & Co Wealth Management
Ohio
$9.61K
PCM
558
Penserra Capital Management
California
$9K -$1.2M -8,221 -99%
CHC
559
City Holding Co
West Virginia
$9K
VAIA
560
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.62K +59 New
VFA
561
Valeo Financial Advisors
Indiana
$7K -$5.11K -35 -43%
SLF
562
Sun Life Financial
Ontario, Canada
$7K -$2.63K -18 -29%
HNB
563
Huntington National Bank
Ohio
$7K
IFAM
564
Institutional & Family Asset Management
Colorado
$7K
SIS
565
Sound Income Strategies
Florida
$7K
HGWM
566
Harvest Group Wealth Management
Massachusetts
$6K
SA
567
SRH Advisors
Kansas
$6K
AF
568
Allworth Financial
California
$5K
CMBA
569
C.M. Bidwell & Associates
Hawaii
$5K
CFN
570
Cordasco Financial Network
Florida
$5K
PWMG
571
Prestige Wealth Management Group
New Jersey
$5K +$584 +4 +14%
BWM
572
BerganKDV Wealth Management
Minnesota
$5K +$1.31K +9 +32%
ETC
573
Exchange Traded Concepts
Oklahoma
$5K +$4.96K +34 New
HH
574
HWG Holdings
Texas
$4K
AWA
575
Arkadios Wealth Advisors
Georgia
$3.74K +$3.21K +22 New

JKHY Hedge Fund Activity: Q4 2019 in Review

597 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2019, worth a combined $10.2B — down 0.94% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new JKHY positions and 36 closed out — a net gain of 61 holders — while 218 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $72.3M. The largest seller was Capital World Investors, cutting an estimated $407M.

  • 597 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2019, up from 547 in Q3 2019.
  • Funds reported $10.2B of Jack Henry & Associates stock for Q4 2019, down 0.94% quarter-over-quarter.
  • 97 funds opened new Jack Henry & Associates positions in Q4 2019 and 36 closed out, a net change of +61 holders.
  • The largest Jack Henry & Associates buyer in Q4 2019 was BlackRock, an estimated $72.3M added.
  • The largest Jack Henry & Associates seller in Q4 2019 was Capital World Investors, an estimated $407M sold.

Based on aggregated 13F filings for Q4 2019.