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Jack Henry & Associates

634 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 218 increasing their positions, 250 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $16.9M

0.26% less ownership

Funds ownership: 92.73%92.48% (-0.26%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 645634 (-11)

9% less capital invested

Capital invested by funds: $11.3B → $10.2B (-$1.06B)

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 250

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
634
Holders Change
-11
Holders Change %
-1.71%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
57
Increased
218
Reduced
250
Closed
63
Calls
$33.1M
Puts
$16.9M
Net Calls
+$16.2M
Net Calls Change
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
576
Financial Gravity Asset Management
Texas
$14.4K -$10.3K -64 -38%
OLVIG
577
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K -$12.9K -80 -46%
LAS
578
LWM Advisory Services
Florida
$13.2K +$14.2K +88 New
AF
579
Allworth Financial
California
$12.7K +$6.46K +40 +91%
Bessemer Group
580
Bessemer Group
New Jersey
$12K -$67.8K -420 -85%
BTI
581
Blue Trust Inc
Georgia
$12K +$1.94K +12 +19%
GA
582
GoalVest Advisory
New York
$11.3K +$484 +3 +4%
KFP
583
KB Financial Partners
New Jersey
$11K
HNB
584
Huntington National Bank
Ohio
$10.3K +$1.61K +10 +17%
JWA
585
JFS Wealth Advisors
Pennsylvania
$10.1K -$2.74K -17 -20%
CTWM
586
Cherry Tree Wealth Management
Minnesota
$9.98K
RFA
587
Register Financial Advisors
Georgia
$9.82K
MCM
588
MV Capital Management
Maryland
$9.37K +$484 +3 +5%
RCM
589
Raleigh Capital Management
North Carolina
$9.22K +$9.84K +61 New
National Pension Service
590
National Pension Service
South Korea
$8.12K
BIA
591
Bell Investment Advisors
California
$7.71K
PCTC
592
Perkins Coie Trust Company
Washington
$7.71K +$8.23K +51 New
JPWM
593
Jamison Private Wealth Management
Georgia
$7.62K +$8.07K +50 New
MA
594
MCF Advisors
Kentucky
$7.56K
Parallax Volatility Advisers
595
Parallax Volatility Advisers
California
$7.41K -$398K -2,466 -98%
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$7.41K
NCM
597
Northwest Capital Management
Oregon
$7.41K
LFA
598
LGT Financial Advisors
Texas
$7.41K +$7.91K +49 New
AP
599
Arlington Partners
Alabama
$6.2K
AT
600
Arlington Trust
Alabama
$6.2K +$6.62K +41 New

JKHY Hedge Fund Activity: Q3 2023 in Review

634 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2023, worth a combined $10.2B — down 9.4% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of JKHY and 57 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 218 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $46.4M. The largest seller was Fiera Capital (Canada), cutting an estimated $42.4M.

  • 634 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2023, down from 645 in Q2 2023.
  • Funds reported $10.2B of Jack Henry & Associates stock for Q3 2023, down 9.4% quarter-over-quarter.
  • 57 funds opened new Jack Henry & Associates positions in Q3 2023 and 63 closed out, a net change of -6 holders.
  • The largest Jack Henry & Associates buyer in Q3 2023 was Balyasny Asset Management, an estimated $46.4M added.
  • The largest Jack Henry & Associates seller in Q3 2023 was Fiera Capital (Canada), an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2023.