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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
SIC
601
SJS Investment Consulting
Ohio
$31.9K -$306 -2 -1%
RIM
602
Rakuten Investment Management
Japan
$29.5K +$27.6K +180 New
HFS
603
Hantz Financial Services
Michigan
$29K
Loomis, Sayles & Company
604
Loomis, Sayles & Company
Massachusetts
$29K +$153 +1 +0.6%
Acadian Asset Management
605
Acadian Asset Management
Massachusetts
$25K +$24.4K +159 New
TCG
606
Transcendent Capital Group
Oklahoma
$24.3K +$22.8K +149 New
CA
607
Clearstead Advisors
Ohio
$23.7K -$20.4K -133 -48%
BCMLT
608
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.4K
TWP
609
TFO Wealth Partners
Ohio
$23.2K
OAJ
610
Ogorek Anthony Joseph
New York
$23K
PPC
611
Park Place Capital
Alabama
$22.1K -$919 -6 -4%
TWC
612
TD Waterhouse Canada
Ontario, Canada
$21.7K +$1.23K +8 +7%
CT
613
Colonial Trust
South Carolina
$21.3K
BF
614
BOK Financial
Oklahoma
$20.4K
BTI
615
Blue Trust Inc
Georgia
$20K +$9.19K +60 +81%
AF
616
Arrow Financial
New York
$19.6K
TIM
617
Thompson Investment Management
Wisconsin
$17.6K
HNB
618
Huntington National Bank
Ohio
$17.3K +$5.82K +38 +56%
CA
619
Centerpoint Advisors
Massachusetts
$17K
LA
620
LM Advisors
California
$16.9K +$15.8K +103 New
PWMG
621
Prestige Wealth Management Group
New Jersey
$16.7K -$3.52K -23 -18%
DSC
622
Duncker Streett & Co
Missouri
$16.3K -$4.29K -28 -22%
LS
623
Livforsakringsbolaget Skandia
Sweden
$16.3K
OLVIG
624
Oliver Lagore Vanvalin Investment Group
Michigan
$15.5K
LC
625
Lindbrook Capital
California
$15.5K +$11.8K +77 +428%

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.