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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
KFP
601
KB Financial Partners
New Jersey
$23K +$24.4K +132 New
TWA
602
TCI Wealth Advisors
Arizona
$21.8K -$185 -1 -0.8%
AF
603
Arrow Financial
New York
$21K
LCM
604
Logan Capital Management
Pennsylvania
$20.5K
BBHC
605
Brown Brothers Harriman & Co
New York
$20.2K -$73.9K -400 -78%
RFA
606
Resurgent Financial Advisors
Georgia
$20.2K +$21.2K +115 New
ZIG
607
Zullo Investment Group
Pennsylvania
$18.8K +$2.03K +11 +11%
LS
608
Livforsakringsbolaget Skandia
Sweden
$17.6K
JWA
609
JFS Wealth Advisors
Pennsylvania
$17K -$739 -4 -4%
CT
610
Colonial Trust
South Carolina
$15.3K +$15.9K +86 New
CA
611
Centerpoint Advisors
Massachusetts
$15K +$15.7K +85 New
VCM
612
Versant Capital Management
Arizona
$14.6K
HFM
613
Harvest Fund Management
China
$14K
DAM
614
Delta Asset Management
Tennessee
$13.2K +$13.8K +75 New
SSG
615
Summit Securities Group
New York
$13K -$4.62K -25 -26%
HFS
616
Hantz Financial Services
Michigan
$13K
EI
617
Ellevest Inc
New York
$12.3K -$25.5K -138 -66%
BIA
618
Bell Investment Advisors
California
$12.3K
RFA
619
Register Financial Advisors
Georgia
$11.4K +$12K +65 New
CT
620
Caldwell Trust
Florida
$11.1K
Baillie Gifford & Co
621
Baillie Gifford & Co
United Kingdom
$10.9K
RBC
622
Romano Brothers & Co
Illinois
$10K +$10.5K +57 New
MA
623
MCF Advisors
Kentucky
$8.78K +$8.68K +47 +1,567%
FA
624
Fiduciary Alliance
South Carolina
$8.78K +$9.23K +50 New
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$8.6K

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.