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Jack Henry & Associates

586 hedge funds and large institutions have $10.7B invested in Jack Henry & Associates in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 241 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

46% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $11.5M

5% more capital invested

Capital invested by funds: $10.2B → $10.7B (+$488M)

3% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 71

1.05% less ownership

Funds ownership: 91.32%90.26% (-1.1%)

2% less funds holding

Funds holding: 597586 (-11)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 241

Holders
586
Holders Change
-11
Holders Change %
-1.84%
% of All Funds
12.91%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
69
Increased
181
Reduced
241
Closed
71
Calls
$16.9M
Puts
$11.5M
Net Calls
+$5.33M
Net Calls Change
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$5K -$9.94K -64 -65%
ETC
552
Exchange Traded Concepts
Oklahoma
$5K -$621 -4 -12%
AF
553
Allworth Financial
California
$5K
CFN
554
Cordasco Financial Network
Florida
$5K
TFO
555
Tarbox Family Office
California
$5K +$1.86K +12 +57%
TRCT
556
Tower Research Capital (TRC)
New York
$4K -$99.2K -639 -96%
KPW
557
Kore Private Wealth
New York
$4K -$92.7K -597 -96%
HNB
558
Huntington National Bank
Ohio
$4K -$3.42K -22 -48%
AWA
559
Arkadios Wealth Advisors
Georgia
$3.44K
MIFH
560
Migdal Insurance & Financial Holdings
Israel
$3K -$118K -761 -97%
CFA
561
Carroll Financial Associates
North Carolina
$3K
CI
562
CX Institutional
Indiana
$3K
EARNEST Partners
563
EARNEST Partners
Georgia
$3K
HIM
564
Hillsdale Investment Management
Ontario, Canada
$3K
HI
565
Hudock Inc
Pennsylvania
$3K
SBL
566
Sargent Bickham Lagudis
Colorado
$3K
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$3K
HFS
568
Hantz Financial Services
Michigan
$3K +$2.64K +17 New
AII
569
AGF Investments Inc
Ontario, Canada
$3K +$2.8K +18 New
ABC
570
Associated Banc-Corp
Wisconsin
$3K +$2.95K +19 New
EWP
571
Engrave Wealth Partners
Texas
$3K +$3.11K +20 New
LC
572
Lindbrook Capital
California
$3K +$3.11K +20 New
MF
573
Manchester Financial
California
$3K +$3.26K +21 New
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$2K -$15.2K -98 -86%
APC
575
Aspire Private Capital
North Carolina
$2K

JKHY Hedge Fund Activity: Q1 2020 in Review

586 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2020, worth a combined $10.7B — up 4.8% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of JKHY and 69 opened new positions — a net loss of 2 holders — while 241 trimmed existing stakes and 181 added.

The largest buyer was Victory Capital Management, adding an estimated $129M. The largest seller was Congress Asset Management, cutting an estimated $99.9M.

  • 586 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2020, down from 597 in Q4 2019.
  • Funds reported $10.7B of Jack Henry & Associates stock for Q1 2020, up 4.8% quarter-over-quarter.
  • 69 funds opened new Jack Henry & Associates positions in Q1 2020 and 71 closed out, a net change of -2 holders.
  • The largest Jack Henry & Associates buyer in Q1 2020 was Victory Capital Management, an estimated $129M added.
  • The largest Jack Henry & Associates seller in Q1 2020 was Congress Asset Management, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2020.