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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
576
Baker Avenue Asset Management
California
$54.2K +$57.1K +309 New
GTAM
577
Global Trust Asset Management
Florida
$51.1K
RTC
578
Riverview Trust Company
Washington
$51K -$12.7K -69 -19%
TFM
579
TFC Financial Management
Massachusetts
$49.3K
CFD
580
Creative Financial Designs
Indiana
$48.7K
GWS
581
Glassman Wealth Services
Virginia
$45.3K -$185 -1 -0.4%
CCA
582
Column Capital Advisors
Indiana
$44.6K
EWM
583
Endurance Wealth Management
Rhode Island
$44K
OLVIG
584
Oliver Lagore Vanvalin Investment Group
Michigan
$39.5K
QC
585
Quent Capital
New York
$39.4K +$185 +1 +0.4%
BTI
586
Blue Trust Inc
Georgia
$39K +$19.2K +104 +91%
AIM
587
Anchor Investment Management
South Carolina
$37.7K
Credit Agricole
588
Credit Agricole
France
$36.3K
GRP
589
Global Retirement Partners
California
$35.9K -$6.28K -34 -14%
SIC
590
SJS Investment Consulting
Ohio
$34.4K -$25.1K -136 -41%
PWMG
591
Prestige Wealth Management Group
New Jersey
$33K +$2.58K +14 +8%
Loomis, Sayles & Company
592
Loomis, Sayles & Company
Massachusetts
$33K +$32.9K +178 +1,978%
DSC
593
Duncker Streett & Co
Missouri
$32.5K
BWM
594
BerganKDV Wealth Management
Minnesota
$29.8K
PPC
595
Park Place Capital
Alabama
$29K +$30.1K +163 New
TWP
596
TFO Wealth Partners
Ohio
$28.2K +$105K +568 New
BCMLT
597
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.2K -$2.77K -15 -9%
HI
598
Harbour Investments
Wisconsin
$26.3K +$1.66K +9 +6%
OAJ
599
Ogorek Anthony Joseph
New York
$24K
CAL
600
Capital Analysts LLC
Pennsylvania
$24K +$18.8K +102 +291%

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.