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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
626
First Personal Financial Services
North Carolina
$8.43K
FCA
627
Fortis Capital Advisors
Kansas
$8.43K +$8.86K +48 New
LC
628
Lindbrook Capital
California
$8.25K -$185 -1 -2%
AF
629
Allworth Financial
California
$7.55K -$923 -5 -10%
CWC
630
Carolinas Wealth Consulting
North Carolina
$7.2K
ST
631
Smithfield Trust
Pennsylvania
$7K
SA
632
SRH Advisors
Kansas
$7K
CMBA
633
C.M. Bidwell & Associates
Hawaii
$6.5K
HWA
634
Heritage Wealth Advisors
Virginia
$6.14K
MCM
635
MV Capital Management
Maryland
$5.97K -$3.32K -18 -35%
SCA
636
Stuart Chaussee & Associates
California
$5.97K
CFO
637
CVA Family Office
Colorado
$5.44K
MFT
638
Moisand Fitzgerald Tamayo
Florida
$5.44K
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$5K +$554 +3 +13%
Jones Financial Companies
640
Jones Financial Companies
Missouri
$5K +$4.99K +27 New
PP
641
PrairieView Partners
Minnesota
$5K +$5.54K +30 New
AWM
642
Accurate Wealth Management
Florida
$4.82K +$4.99K +27 New
SC
643
Schubert & Co
Texas
$4.74K -$2.58K -14 -34%
SCA
644
Stonebridge Capital Advisors
Minnesota
$4.39K
EARNEST Partners
645
EARNEST Partners
Georgia
$3.69K
SBL
646
Sargent Bickham Lagudis
Colorado
$3.69K
WPWM
647
Western Pacific Wealth Management
Illinois
$3.69K +$3.88K +21 New
HNB
648
Huntington National Bank
Ohio
$3.51K -$7.2K -39 -66%
IFAM
649
Institutional & Family Asset Management
Colorado
$3.51K
FGAM
650
Financial Gravity Asset Management
Texas
$3.45K -$203K -1,098 -86%

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.