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Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
576
First Manhattan
New York
$75.3K -$306 -2 -0.4%
EC
577
EntryPoint Capital
New York
$70.6K +$66.2K +432 New
GRP
578
Global Retirement Partners
California
$69.7K -$22.5K -147 -26%
Bessemer Group
579
Bessemer Group
New Jersey
$69K +$53.9K +352 +482%
DGAM
580
Desjardins Global Asset Management
Quebec, Canada
$67.6K +$766 +5 +1%
FBC
581
Fairfield, Bush & Co
Connecticut
$67K +$62.8K +410 New
HCM
582
Hollencrest Capital Management
California
$64.2K
SIM
583
Sentry Investment Management
Wisconsin
$62K -$6.28K -41 -10%
CFD
584
Creative Financial Designs
Indiana
$59.4K +$153 +1 +0.3%
QCG
585
Quadrant Capital Group
Ohio
$58.7K +$1.99K +13 +4%
AWM
586
Atticus Wealth Management
Florida
$58K
HIA
587
Harbor Investment Advisory
Maryland
$57.2K -$23K -150 -30%
JWM
588
Janiczek Wealth Management
Colorado
$50.2K -$37.2K -243 -44%
VAG
589
VisionPoint Advisory Group
Texas
$43.6K +$40.9K +267 New
WTG
590
West Tower Group
Virginia
$41.3K +$33.2K +217 +603%
CAL
591
Capital Advisors Ltd
Ohio
$39K -$4.29K -28 -11%
QC
592
Quent Capital
New York
$37.1K +$153 +1 +0.4%
AIM
593
Anchor Investment Management
South Carolina
$35.1K
Parallax Volatility Advisers
594
Parallax Volatility Advisers
California
$35.1K +$25.4K +166 +339%
PTC
595
Private Trust Company
Ohio
$34.6K -$4.9K -32 -13%
HI
596
Harbour Investments
Wisconsin
$33.7K +$12.1K +79 +62%
NS
597
NBC Securities
Alabama
$33K
CAL
598
Capital Analysts LLC
Pennsylvania
$33K +$153 +1 +0.5%
GTAM
599
Global Trust Asset Management
Florida
$32.8K -$3.83K -25 -11%
PS
600
Planned Solutions
California
$32.7K +$30.6K +200 New

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.