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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
CFA
576
Carroll Financial Associates
North Carolina
$3K
CI
577
CX Institutional
Indiana
$3K
EARNEST Partners
578
EARNEST Partners
Georgia
$3K
HIM
579
Hillsdale Investment Management
Ontario, Canada
$3K
SBL
580
Sargent Bickham Lagudis
Colorado
$3K
TFO
581
Tarbox Family Office
California
$3K
WAP
582
Wealthcare Advisory Partners
Pennsylvania
$3K
RG
583
Retirement Group
California
$3K +$2.63K +18 New
EW
584
Evoke Wealth
California
$2.77K +$2.77K +19 New
APC
585
Aspire Private Capital
North Carolina
$2K
BCA
586
Berman Capital Advisors
Georgia
$2K
HI
587
Hudock Inc
Pennsylvania
$2K
EWA
588
Evolution Wealth Advisors
Florida
$2K +$2.34K +16 New
GFPC
589
Global Financial Private Client
Florida
$1.89K +$1.9K +13 New
BL
590
Balentine LLC
Georgia
$1K
CA
591
CXI Advisors
Indiana
$1K +$584 +4 New
SQA
592
Simon Quick Advisors
New Jersey
$1K +$730 +5 New
GWS
593
Glassman Wealth Services
Virginia
$1K +$876 +6 New
LP
594
LMR Partners
United Kingdom
$415 +$416K +2,847 New
GEA
595
Glen Eagle Advisors
New Jersey
$291
AC
596
Asio Capital
Kentucky
$21 +$21.9K +150 New
BHC
597
Bowen Hanes & Co
Florida
-$24.1M -165,000 Closed
SI
598
Scout Investments
Missouri
-$11.8M -80,520 Closed
KCM
599
Kornitzer Capital Management
Kansas
-$9.12M -62,453 Closed
CTA
600
Carillon Tower Advisers
Florida
-$8.11M -55,575 Closed

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.