We are live on ! Find out more
JKHY icon

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
BCA
576
Berman Capital Advisors
Georgia
$2K
GWS
577
Glassman Wealth Services
Virginia
$2K +$621 +4 +67%
GFPC
578
Global Financial Private Client
Florida
$1.91K
EW
579
Evoke Wealth
California
$1.09K -$1.86K -12 -63%
Fidelity International
580
Fidelity International
Bermuda
$1K -$12.6M -80,997 -100%
BL
581
Balentine LLC
Georgia
$1K +$777 +5 +125%
PW
582
Price Wealth
Texas
$1K +$1.24K +8 New
GEA
583
Glen Eagle Advisors
New Jersey
$310
Renaissance Technologies
584
Renaissance Technologies
New York
-$14.5M -99,619 Closed
Ninety One (UK)
585
Ninety One (UK)
United Kingdom
-$13.9M -95,299 Closed
Balyasny Asset Management
586
Balyasny Asset Management
Illinois
-$6.61M -45,404 Closed
OAC
587
OMERS Administration Corp
Ontario, Canada
-$4.91M -33,700 Closed
GAM
588
Gotham Asset Management
New York
-$3.86M -26,527 Closed
TAF
589
Tredje AP-fonden
Sweden
-$3.84M -26,366 Closed
MSE
590
MUFG Securities EMEA
United Kingdom
-$3.34M -22,900 Closed
FDCDDQ
591
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.02M -20,779 Closed
SIM
592
Spark Investment Management
New York
-$2.07M -14,200 Closed
Wellington Management Group
593
Wellington Management Group
Massachusetts
-$1.58M -10,828 Closed
JG
594
Jefferies Group
New York
-$1.37M -9,428 Closed
AG
595
AlphaSimPlex Group
Massachusetts
-$1.03M -7,070 Closed
CCM
596
Coldstream Capital Management
Washington
-$1.02M -7,036 Closed
ARTA
597
A.R.T. Advisors
New York
-$991K -6,800 Closed
SCM
598
Stevens Capital Management
Pennsylvania
-$988K -6,784 Closed
SAMC
599
Spectrum Asset Management (California)
California
-$932K -6,400 Closed
AIL
600
AGF Investments LLC
Ontario, Canada
-$842K -5,780 Closed

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.