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Jack Henry & Associates

667 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 260 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

22% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $3.65M

12% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 232

2% more funds holding

Funds holding: 656667 (+11)

0.78% less ownership

Funds ownership: 92.66%91.88% (-0.78%)

5% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$586M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
667
Holders Change
+11
Holders Change %
+1.68%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
260
Reduced
232
Closed
53
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
626
Delta Asset Management
Tennessee
$4.15K
LTI
627
Laffer Tengler Investments
Tennessee
$3.98K
SIC
628
Salem Investment Counselors
North Carolina
$3.65K
BGAI
629
Bruce G. Allen Investments
Colorado
$3.65K -$2.49K -15 -41%
IFAM
630
Institutional & Family Asset Management
Colorado
$3.32K
KWAG
631
Kiely Wealth Advisory Group
North Carolina
$3.16K
IRC
632
Investors Research Corp
Georgia
$3.15K
VF
633
VitalStone Financial
Texas
$2.99K -$6.97K -42 -70%
ATPW
634
Ashton Thomas Private Wealth
Arizona
$2.99K +$2.99K +18 New
CSB
635
City State Bank
Iowa
$2.82K
FW
636
Fairway Wealth
Ohio
$2.82K +$2.82K +17 New
CWC
637
Carolinas Wealth Consulting
North Carolina
$2.19K +$166 +1 +8%
CCA
638
Criterion Capital Advisors
Tennessee
$2.16K
GFPC
639
Global Financial Private Client
Florida
$2.16K
FMP
640
Financial Management Professionals
Texas
$2K
GKIM
641
GW&K Investment Management
Massachusetts
$2K +$664 +4 +44%
AWM
642
Abound Wealth Management
Tennessee
$1.99K
DPW
643
DiNuzzo Private Wealth
Pennsylvania
$1.99K +$332 +2 +20%
APC
644
Aspire Private Capital
North Carolina
$1.99K
AGWCA
645
Annis Gardner Whiting Capital Advisors
Florida
$1.83K
IHWM
646
Iron Horse Wealth Management
Iowa
$1.83K
TWP
647
Triad Wealth Partners
Kansas
$1.83K +$1.83K +11 New
AssetMark Inc
648
AssetMark Inc
California
$1.66K +$830 +5 +100%
VWA
649
Valued Wealth Advisors
Utah
$1.33K
ADL
650
Asset Dedication LLC
California
$1.16K

JKHY Hedge Fund Activity: Q2 2024 in Review

667 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2024, worth a combined $11.1B — down 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JKHY positions and 53 closed out — a net gain of 21 holders — while 260 added to existing stakes and 232 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $50.7M. The largest seller was Bank Julius Baer & Co, cutting an estimated $85.8M.

  • 667 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2024, up from 656 in Q1 2024.
  • Funds reported $11.1B of Jack Henry & Associates stock for Q2 2024, down 5% quarter-over-quarter.
  • 74 funds opened new Jack Henry & Associates positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest Jack Henry & Associates buyer in Q2 2024 was First Trust Advisors, an estimated $50.7M added.
  • The largest Jack Henry & Associates seller in Q2 2024 was Bank Julius Baer & Co, an estimated $85.8M sold.

Based on aggregated 13F filings for Q2 2024.