We are live on ! Find out more
JKHY icon

Jack Henry & Associates

547 hedge funds and large institutions have $10.3B invested in Jack Henry & Associates in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 206 increasing their positions, 191 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $3.83M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $9.49B → $10.3B (+$844M)

8% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 191

0.14% more ownership

Funds ownership: 91.81%91.96% (+0.14%)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

1% less funds holding

Funds holding: 554547 (-7)

Holders
547
Holders Change
-7
Holders Change %
-1.26%
% of All Funds
12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
50
Increased
206
Reduced
191
Closed
55
Calls
$13.7M
Puts
$3.83M
Net Calls
+$9.86M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
576
Commerzbank Aktiengesellschaft
Germany
-$220K -1,640 Closed
Point72 Asset Management
577
Point72 Asset Management
Connecticut
-$187K -1,400 Closed
ERSOT
578
Employees Retirement System of Texas
Texas
-$134K -1,000 Closed
YWP
579
YorkBridge Wealth Partners
New York
-$131K -975 Closed
PCP
580
Proficio Capital Partners
Massachusetts
-$109K -812 Closed
SFG
581
SevenBridge Financial Group
Pennsylvania
-$105K -787 Closed
CWA
582
Clarus Wealth Advisors
Arizona
-$49K -366 Closed
Walleye Capital
583
Walleye Capital
New York
-$39K -294 Closed
OC
584
Oakworth Capital
Alabama
-$38K -288 Closed
HL
585
Harding Loevner
New Jersey
-$32K -241 Closed
DWM
586
Destination Wealth Management
California
-$30K -224 Closed
EWM
587
Executive Wealth Management
Michigan
-$28K -212 Closed
AC
588
Avestar Capital
New York
-$23K -194 Closed
KCPG
589
Kavar Capital Partners Group
Kansas
-$23K -170 Closed
DSC
590
Duncker Streett & Co
Missouri
-$19K -142 Closed
NCM
591
Next Capital Management
New York
-$17K -128 Closed
SMFS
592
Squar Milner Financial Services
California
-$5K -39 Closed
PFGIA
593
Patriot Financial Group Insurance Agency
Massachusetts
-$2K -15 Closed
TPWA
594
TRUE Private Wealth Advisors
Oregon
-$2K -15 Closed
CS
595
Candriam SCA
Luxembourg
-$1.74M -13 Closed
WAS
596
Winch Advisory Services
Wisconsin
-$2K -13 Closed
FBT
597
First Bank & Trust
South Dakota
-$1K -10 Closed
TNBTD
598
Trustmark National Bank Trust Department
Mississippi
-$1K -6 Closed
CFA
599
Camarda Financial Advisors
Florida
-$1K -5 Closed
W
600
WealthStone
Ohio
-$401 -3 Closed

JKHY Hedge Fund Activity: Q3 2019 in Review

547 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2019, worth a combined $10.3B — up 8.9% from $9.49B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of JKHY and 50 opened new positions — a net loss of 5 holders — while 191 trimmed existing stakes and 206 added.

The largest buyer was BlackRock, adding an estimated $77.3M. The largest seller was Fidelity Investments, cutting an estimated $68.2M.

  • 547 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2019, down from 554 in Q2 2019.
  • Funds reported $10.3B of Jack Henry & Associates stock for Q3 2019, up 8.9% quarter-over-quarter.
  • 50 funds opened new Jack Henry & Associates positions in Q3 2019 and 55 closed out, a net change of -5 holders.
  • The largest Jack Henry & Associates buyer in Q3 2019 was BlackRock, an estimated $77.3M added.
  • The largest Jack Henry & Associates seller in Q3 2019 was Fidelity Investments, an estimated $68.2M sold.

Based on aggregated 13F filings for Q3 2019.