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Jack Henry & Associates
JKHY

656 hedge funds and large institutions have $11.7B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 245 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $5.43M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

3% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 239

1% more capital invested

Capital invested by funds: $11.6B → $11.7B (+$95.9M)

5% less funds holding

Funds holding: 687 → 656 (-31)

4.96% less ownership

Funds ownership: 97.62% → 92.66% (-5%)

29% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 68

Holders
656
Holders Change
-31
Holders Change %
-4.51%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
245
Reduced
239
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$115M
2
Invesco
Invesco
Georgia
+$65.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$57.2M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$25.3M
5
Bank of America
Bank of America
North Carolina
+$24.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$524M
2
Amundi
Amundi
France
-$90.9M
3
Millennium Management
Millennium Management
New York
-$62.2M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$58.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
626
Laffer Tengler Investments
Tennessee
$4.17K +$851 +5 +26%
SIC
627
Salem Investment Counselors
North Carolina
$3.82K +$3.74K +22 New
IFAM
628
Institutional & Family Asset Management
Colorado
$3.48K – – –
IRC
629
Investors Research Corp
Georgia
$3.3K – – –
KWAG
630
Kiely Wealth Advisory Group
North Carolina
$3.13K – – –
PWMG
631
Private Wealth Management Group
New Jersey
$3.13K – – –
CSB
632
City State Bank
Iowa
$3K – – –
CWC
633
Carolinas Wealth Consulting
North Carolina
$2.29K – – –
CCA
634
Criterion Capital Advisors
Tennessee
$2.26K – – –
GFPC
635
Global Financial Private Client
Florida
$2.22K – – –
AWM
636
Abound Wealth Management
Tennessee
$2.09K +$1.02K +6 +100%
APC
637
Aspire Private Capital
North Carolina
$2.08K – – –
PCWA
638
Pacific Capital Wealth Advisors
California
$2.08K +$2.04K +12 New
GKIM
639
GW&K Investment Management
Massachusetts
$2K -$170 -1 -10%
FMP
640
Financial Management Professionals
Texas
$2K – – –
AGWCA
641
Annis Gardner Whiting Capital Advisors
Florida
$1.91K – – –
IHWM
642
Iron Horse Wealth Management
Iowa
$1.91K – – –
DPW
643
DiNuzzo Private Wealth
Pennsylvania
$1.74K +$170 +1 +11%
VWA
644
Valued Wealth Advisors
Utah
$1.39K – – –
LIM
645
Longfellow Investment Management
Massachusetts
$1.22K – – –
HFS
646
Horizon Financial Services
North Carolina
$1.22K +$1.19K +7 New
RCM
647
Raleigh Capital Management
North Carolina
$1.04K +$851 +5 +500%
ADL
648
Asset Dedication LLC
California
$1K – – –
AW
649
Avion Wealth
Texas
$1K – – –
DF
650
Dunhill Financial
United Kingdom
$949 – – –
24 25
26
27 28

JKHY Hedge Fund Activity: Q1 2024 in Review

656 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2024, worth a combined $11.7B — up 0.83% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of JKHY and 48 opened new positions — a net loss of 20 holders — while 239 trimmed existing stakes and 245 added.

The largest buyer was State Street, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $524M.

  • 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2024, down from 687 in Q4 2023.
  • Funds reported $11.7B of Jack Henry & Associates stock for Q1 2024, up 0.83% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q1 2024 and 68 closed out, a net change of -20 holders.
  • The largest Jack Henry & Associates buyer in Q1 2024 was State Street, an estimated $115M added.
  • The largest Jack Henry & Associates seller in Q1 2024 was Morgan Stanley, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2024.