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Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$15.4K +$4.13K +27 +40%
FGAM
627
Financial Gravity Asset Management
Texas
$14.9K +$459 +3 +3%
CFO
628
CVA Family Office
Colorado
$14.9K +$13.9K +91 New
RIM
629
Rockbridge Investment Management
New York
$14.2K +$13.3K +87 New
TCWA
630
Turtle Creek Wealth Advisors
Texas
$14.2K +$13.3K +87 New
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$13.9K -$7.04K -46 -35%
VCM
632
Versant Capital Management
Arizona
$13.6K -$2.14K -14 -14%
CTWM
633
Cherry Tree Wealth Management
Minnesota
$10.8K
BGAI
634
Bruce G. Allen Investments
Colorado
$9.97K +$9.34K +61 New
National Pension Service
635
National Pension Service
South Korea
$8.99K
AF
636
Allworth Financial
California
$8.82K -$4.59K -30 -36%
JPWM
637
Jamison Private Wealth Management
Georgia
$8.24K
MA
638
MCF Advisors
Kentucky
$8.17K
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$8.01K
LFA
640
LGT Financial Advisors
Texas
$8.01K
NCM
641
Northwest Capital Management
Oregon
$8.01K
ST
642
Smithfield Trust
Pennsylvania
$7K
SA
643
SRH Advisors
Kansas
$6.37K
CMBA
644
C.M. Bidwell & Associates
Hawaii
$6.05K
BIA
645
Bell Investment Advisors
California
$5.72K -$2.45K -16 -31%
SCA
646
Stuart Chaussee & Associates
California
$5.56K
MCM
647
MV Capital Management
Maryland
$5.07K -$4.75K -31 -50%
SHIM
648
Stone House Investment Management
Pennsylvania
$4.77K
OC
649
Oakworth Capital
Alabama
$4.41K +$4.13K +27 New
DAM
650
Delta Asset Management
Tennessee
$4.08K

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.