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Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
TCG
601
Transcendent Capital Group
Oklahoma
$26.3K
WSFS
602
Wilmington Savings Fund Society
Delaware
$26K +$24.9K +147 New
OAJ
603
Ogorek Anthony Joseph
New York
$25K +$169 +1 +0.7%
SSG
604
Summit Securities Group
New York
$24K +$23K +136 New
BF
605
BOK Financial
Oklahoma
$22.9K
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$22.2K -$508 -3 -2%
TWC
607
TD Waterhouse Canada
Ontario, Canada
$21.2K
AF
608
Arrow Financial
New York
$21.2K
CH
609
Cromwell Holdings
Wyoming
$21.2K
CFO
610
CVA Family Office
Colorado
$19.1K
LC
611
Lindbrook Capital
California
$19.1K +$6.6K +39 +57%
PPC
612
Park Place Capital
Alabama
$18.4K -$846 -5 -5%
CA
613
Centerpoint Advisors
Massachusetts
$18K
NS
614
NBC Securities
Alabama
$18K
DSC
615
Duncker Streett & Co
Missouri
$17.7K
NAAA
616
New Age Alpha Advisors
New York
$17.5K +$16.8K +99 New
Simplex Trading
617
Simplex Trading
Illinois
$17K +$16.4K +97 New
VCM
618
Versant Capital Management
Arizona
$16.9K +$1.01K +6 +7%
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$16.8K
JWA
620
JFS Wealth Advisors
Pennsylvania
$16.6K
TIM
621
Thompson Investment Management
Wisconsin
$14.1K
GFPC
622
Global Financial Private Client
Florida
$12.4K +$9.64K +57 +438%
CTWM
623
Cherry Tree Wealth Management
Minnesota
$11.7K
PWMG
624
Prestige Wealth Management Group
New Jersey
$10.4K
HWM
625
Hemington Wealth Management
Virginia
$10K +$9.31K +55 New

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.