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Jack Henry & Associates

667 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 260 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

22% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $3.65M

12% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 232

2% more funds holding

Funds holding: 656667 (+11)

0.78% less ownership

Funds ownership: 92.66%91.88% (-0.78%)

5% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$586M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
667
Holders Change
+11
Holders Change %
+1.68%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
260
Reduced
232
Closed
53
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
601
Thompson Investment Management
Wisconsin
$13.3K -$4.65K -28 -26%
OWA
602
Opal Wealth Advisors
New York
$12.5K +$12.5K +75 New
LC
603
Lindbrook Capital
California
$11.5K -$4.32K -26 -27%
CTWM
604
Cherry Tree Wealth Management
Minnesota
$11K
PWMG
605
Prestige Wealth Management Group
New Jersey
$9.8K -$2.82K -17 -22%
National Pension Service
606
National Pension Service
South Korea
$9.13K
PWMG
607
Private Wealth Management Group
New Jersey
$8.63K +$5.64K +34 +189%
GM
608
GeoWealth Management
Illinois
$8.47K +$1.16K +7 +16%
JPWM
609
Jamison Private Wealth Management
Georgia
$8.37K
MA
610
MCF Advisors
Kentucky
$8.3K
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$8.13K
LFA
612
LGT Financial Advisors
Texas
$8.13K
NCM
613
Northwest Capital Management
Oregon
$8.13K
CJ
614
Caitlin John
Michigan
$7.37K -$439K -2,643 -98%
ST
615
Smithfield Trust
Pennsylvania
$7K
SA
616
SRH Advisors
Kansas
$6.47K
YDMI
617
Y.D. More Investments
Israel
$6.47K +$6.47K +39 New
CMBA
618
C.M. Bidwell & Associates
Hawaii
$6.14K
QL
619
Quarry LP
New York
$5.98K -$6.31K -38 -51%
BIA
620
Bell Investment Advisors
California
$5.81K
SCA
621
Stuart Chaussee & Associates
California
$5.64K
MCM
622
MV Capital Management
Maryland
$5.64K +$498 +3 +10%
ETS
623
ESL Trust Services
New York
$5.15K +$5.15K +31 New
OC
624
Oakworth Capital
Alabama
$4.48K
IC
625
Innealta Capital
Texas
$4.48K +$4.48K +27 New

JKHY Hedge Fund Activity: Q2 2024 in Review

667 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2024, worth a combined $11.1B — down 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JKHY positions and 53 closed out — a net gain of 21 holders — while 260 added to existing stakes and 232 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $50.7M. The largest seller was Bank Julius Baer & Co, cutting an estimated $85.8M.

  • 667 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2024, up from 656 in Q1 2024.
  • Funds reported $11.1B of Jack Henry & Associates stock for Q2 2024, down 5% quarter-over-quarter.
  • 74 funds opened new Jack Henry & Associates positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest Jack Henry & Associates buyer in Q2 2024 was First Trust Advisors, an estimated $50.7M added.
  • The largest Jack Henry & Associates seller in Q2 2024 was Bank Julius Baer & Co, an estimated $85.8M sold.

Based on aggregated 13F filings for Q2 2024.