Jack Henry & Associates
JKHY
553 hedge funds and large institutions have $8.79B invested in Jack Henry & Associates in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 170 increasing their positions, 215 reducing their positions, and 55 closing their positions.
276% more call options, than puts
Call options by funds: $15.6M | Put options by funds: $4.15M
75% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 55
7% more funds holding
Funds holding: 516 → 553 (+37)
0.8% less ownership
Funds ownership: 91.1% → 90.3% (-0.8%)
21% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 215
22% less capital invested
Capital invested by funds: $11.2B → $8.79B (-$2.46B)
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$188M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$131M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$56.6M |
| 4 |
Renaissance Technologies
New York
|
+$53.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$52.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$265M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$110M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$98.1M |
| 4 |
JP Morgan Chase
New York
|
-$55M |
| 5 |
Bank of New York Mellon
New York
|
-$51.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OWA
601
One Wealth Advisors
San Francisco,
California
| – | -$33K | -208 | Closed |
|
602
Simplex Trading
Chicago,
Illinois
| – | -$23.9K | -168 | Closed |
|
|
TPWA
603
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$20.5K | -128 | Closed |
|
|
WC
604
Whitney & Co
Rochester,
New York
| – | -$16K | -110 | Closed |
|
|
MCM
605
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$12K | -75 | Closed |
|
|
CFD
606
Creative Financial Designs
Kokomo,
Indiana
| – | -$6K | -35 | Closed |
|
|
C
607
Cerebellum
San Francisco,
California
| – | -$3K | -16 | Closed |
|
JKHY Hedge Fund Activity: Q4 2018 in Review
553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2018, worth a combined $8.79B — down 22% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new JKHY positions and 55 closed out — a net gain of 41 holders — while 170 added to existing stakes and 215 trimmed.
The largest buyer was Vanguard Group, adding an estimated $188M. The largest seller was BlackRock, cutting an estimated $265M.
- 553 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2018, up from 516 in Q3 2018.
- Funds reported $8.79B of Jack Henry & Associates stock for Q4 2018, down 22% quarter-over-quarter.
- 96 funds opened new Jack Henry & Associates positions in Q4 2018 and 55 closed out, a net change of +41 holders.
- The largest Jack Henry & Associates buyer in Q4 2018 was Vanguard Group, an estimated $188M added.
- The largest Jack Henry & Associates seller in Q4 2018 was BlackRock, an estimated $265M sold.
Based on aggregated 13F filings for Q4 2018.