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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
601
Capital Advisors Ltd
Ohio
$44K +$536 +3 +1%
VNA
602
Valley National Advisers
Pennsylvania
$43K -$30K -168 -40%
CT
603
Colonial Trust
South Carolina
$42.3K +$1.97K +11 +5%
HI
604
Harbour Investments
Wisconsin
$42.1K +$7.15K +40 +20%
HCP
605
Hexagon Capital Partners
Arkansas
$41.9K +$40.2K +225 +1,607%
FNWA
606
Financial Network Wealth Advisors
Utah
$41.7K +$42.5K +238 New
MCM
607
Manchester Capital Management
Vermont
$41.5K +$42K +235 +11,750%
AF
608
Atala Financial
California
$39.8K +$40.6K +227 New
QC
609
Quent Capital
New York
$39.8K +$536 +3 +1%
CAL
610
Capital Analysts LLC
Pennsylvania
$36K
BTI
611
Blue Trust Inc
Georgia
$35.1K -$68.1K -381 -66%
OP
612
ORG Partners
Indiana
$35.1K +$35.7K +200 New
GTAM
613
Global Trust Asset Management
Florida
$33.7K
AF
614
Allworth Financial
California
$31.7K -$6.61K -37 -17%
PTC
615
Private Trust Company
Ohio
$27.5K
AIM
616
Anchor Investment Management
South Carolina
$27.2K -$1.25K -7 -4%
National Pension Service
617
National Pension Service
South Korea
$26.8K +$27.3K +153 New
TCG
618
Transcendent Capital Group
Oklahoma
$26.1K
WSFS
619
Wilmington Savings Fund Society
Delaware
$25.6K -$179 -1 -0.7%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$25.6K +$3.57K +20 +16%
OAJ
621
Ogorek Anthony Joseph
New York
$25K
FFO
622
Fortitude Family Office
Arizona
$24.9K +$22K +123 +647%
GWM
623
Geneos Wealth Management
Colorado
$23.1K +$23.6K +132 New
SS
624
SBI Securities
Japan
$22.1K +$22.5K +126 New
BF
625
BOK Financial
Oklahoma
$21.5K

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.