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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
WCM
601
Weld Capital Management
New York
-$793K -5,442 Closed
AI
602
Atria Investments
North Carolina
-$714K -4,903 Closed
Qube Research & Technologies (QRT)
603
Qube Research & Technologies (QRT)
United Kingdom
-$701K -4,815 Closed
Capital Fund Management (CFM)
604
Capital Fund Management (CFM)
France
-$612K -4,200 Closed
Coatue Management
605
Coatue Management
New York
-$612K -4,198 Closed
AIM
606
Achmea Investment Management
Netherlands
-$570K -3,912 Closed
MOS
607
MGO One Seven
Ohio
-$566K -3,887 Closed
GCA
608
Gideon Capital Advisors
New York
-$552K -3,790 Closed
DTL
609
Dynamic Technology Lab
Singapore
-$537K -3,688 Closed
PP
610
Parplus Partners
New York
-$523K -3,588 Closed
KeyBank National Association
611
KeyBank National Association
Ohio
-$510K -3,500 Closed
Tudor Investment Corp
612
Tudor Investment Corp
Connecticut
-$452K -3,103 Closed
LP
613
LMR Partners
United Kingdom
-$415 -2,847 Closed
BRWM
614
B. Riley Wealth Management
Tennessee
-$399K -2,734 Closed
OR
615
Olympiad Research
Connecticut
-$391K -2,687 Closed
RFN
616
RDA Financial Network
Iowa
-$401K -2,680 Closed
VWM
617
Venturi Wealth Management
Texas
-$364K -2,496 Closed
FI
618
FormulaFolio Investments
Michigan
-$317K -2,177 Closed
ACM
619
Alethea Capital Management
Washington
-$316K -2,167 Closed
MF
620
Magnetar Financial
Illinois
-$312K -2,141 Closed
MWNA
621
Marshall Wace North America
New York
-$307K -2,110 Closed
AGM
622
Alpine Global Management
New York
-$298K -2,049 Closed
CP
623
Covenant Partners
Tennessee
-$297K -2,039 Closed
JFGIW
624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$291K -2,000 Closed
DS
625
DRW Securities
Illinois
-$283K -1,942 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.