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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
SW
551
SteelPeak Wealth
California
$200K +$204K +1,142 New
SAM
552
Smartleaf Asset Management
Massachusetts
$193K -$5K -28 -2%
MSA
553
MUFG Securities Americas
New York
$189K +$192K +1,077 New
LI
554
LRI Investments
Florida
$189K
MCM
555
MAI Capital Management
Ohio
$182K +$186K +1,041 New
HI
556
Horizon Investments
North Carolina
$175K +$1.25K +7 +0.7%
C
557
Covestor
United Kingdom
$173K -$4.65K -26 -3%
ACM
558
Aquatic Capital Management
Illinois
$167K -$3.64M -20,349 -96%
LSA
559
Leonteq Securities AG
Switzerland
$162K -$1.97K -11 -1%
WTC
560
WhitTier Trust Company
Nevada
$154K +$9.12K +51 +6%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$150K -$12.9K -72 -8%
AIP
562
Ameritas Investment Partners
Nebraska
$134K
AF
563
Advisornet Financial
Minnesota
$134K -$1.79K -10 -1%
MG
564
Mather Group
Illinois
$133K +$14.8K +83 +12%
Bessemer Group
565
Bessemer Group
New Jersey
$131K +$6.79K +38 +5%
SOW
566
State of Wyoming
Wyoming
$126K +$57.2K +320 +81%
LS
567
Livforsakringsbolaget Skandia
Sweden
$123K
PPA
568
Painted Porch Advisors
California
$117K +$38.1K +213 +47%
IWA
569
Icon Wealth Advisors
Texas
$117K -$16.4K -92 -12%
VAG
570
VisionPoint Advisory Group
Texas
$108K -$1.97K -11 -2%
HNB
571
Hilltop National Bank
Wyoming
$103K -$11.8K -66 -10%
SFCL
572
Strengthening Families & Communities LLC
Massachusetts
$99K -$1.71M -9,553 -94%
WPA
573
West Paces Advisors
Georgia
$90.3K -$12.5K -70 -12%
PCM
574
Penserra Capital Management
California
$90K +$31.8K +178 +52%
SC
575
SouthState Corp
Florida
$89.9K +$7.86K +44 +9%

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.