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Jack Henry & Associates

656 hedge funds and large institutions have $11.7B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.43M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 239

1% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$95.9M)

5% less funds holding

Funds holding: 687656 (-31)

4.96% less ownership

Funds ownership: 97.62%92.66% (-5%)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

Holders
656
Holders Change
-31
Holders Change %
-4.51%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
245
Reduced
239
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Versant Capital Management
Arizona
$14.4K
PWMG
602
Prestige Wealth Management Group
New Jersey
$13.2K -$4.42K -26 -25%
QL
603
Quarry LP
New York
$12.9K +$12.6K +74 New
WRM
604
Weybosset Research & Management
Rhode Island
$12.8K -$75.7K -445 -3%
CTWM
605
Cherry Tree Wealth Management
Minnesota
$11.5K
VF
606
VitalStone Financial
Texas
$10K +$10.2K +60 New
National Pension Service
607
National Pension Service
South Korea
$9.55K
JPWM
608
Jamison Private Wealth Management
Georgia
$8.76K
MA
609
MCF Advisors
Kentucky
$8.69K
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$8.51K
LFA
611
LGT Financial Advisors
Texas
$8.51K
NCM
612
Northwest Capital Management
Oregon
$8.51K
GM
613
GeoWealth Management
Illinois
$7.64K +$6.3K +37 +529%
ST
614
Smithfield Trust
Pennsylvania
$7K
SA
615
SRH Advisors
Kansas
$6.78K
SL
616
Salomon & Ludwin
Virginia
$6.6K +$6.47K +38 New
BGAI
617
Bruce G. Allen Investments
Colorado
$6.43K -$4.08K -24 -39%
CMBA
618
C.M. Bidwell & Associates
Hawaii
$6.43K
BIA
619
Bell Investment Advisors
California
$6.08K
SCA
620
Stuart Chaussee & Associates
California
$5.91K
MCM
621
MV Capital Management
Maryland
$5.39K
SHIM
622
Stone House Investment Management
Pennsylvania
$5.09K
OC
623
Oakworth Capital
Alabama
$4.69K
FGAM
624
Financial Gravity Asset Management
Texas
$4.41K -$13.8K -81 -76%
DAM
625
Delta Asset Management
Tennessee
$4.34K

JKHY Hedge Fund Activity: Q1 2024 in Review

656 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2024, worth a combined $11.7B — up 0.83% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of JKHY and 48 opened new positions — a net loss of 20 holders — while 239 trimmed existing stakes and 245 added.

The largest buyer was State Street, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $524M.

  • 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2024, down from 687 in Q4 2023.
  • Funds reported $11.7B of Jack Henry & Associates stock for Q1 2024, up 0.83% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q1 2024 and 68 closed out, a net change of -20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2024 was State Street, an estimated $115M added.
  • The largest Jack Henry & Associates seller in Q1 2024 was Morgan Stanley, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2024.