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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
IRC
651
Investors Research Corp
Georgia
$3.34K
TJHA
652
Thomas J. Herzfeld Advisors
Florida
$3.16K +$369 +2 +13%
VCM
653
Vigilant Capital Management
Maine
$3K -$17.7K -96 -85%
Citadel Advisors
654
Citadel Advisors
Florida
$2.63K -$935K -5,062 -100%
DI
655
Disciplined Investments
Oklahoma
$2.46K
LFG
656
Larson Financial Group
Missouri
$2.46K
GFPC
657
Global Financial Private Client
Florida
$2.28K
APC
658
Aspire Private Capital
North Carolina
$2.11K
MYAM
659
Meiji Yasuda Asset Management
Japan
$2.03K +$166K +900 +8%
FMP
660
Financial Management Professionals
Texas
$2K
PMFA
661
Plante Moran Financial Advisors
Michigan
$1.76K
CFB
662
Cullen/Frost Bankers
Texas
$1.23K
CWP
663
Concord Wealth Partners
Virginia
$1.05K +$1.11K +6 New
MPCL
664
My Personal CFO LLC
Washington
$1.05K +$1.11K +6 New
APF
665
Alaska Permanent Fund
Alaska
$1K
ADL
666
Asset Dedication LLC
California
$1K +$369 +2 +29%
CPG
667
Cornerstone Planning Group
New Jersey
$885 +$923 +5 New
PA
668
PSI Advisors
Florida
$878
DWA
669
Delos Wealth Advisors
Texas
$720
ECM
670
Everence Capital Management
Indiana
$669
LIM
671
Longfellow Investment Management
Massachusetts
$527
USCWA
672
U.S. Capital Wealth Advisors
Texas
$362 +$369 +2 New
TWD
673
True Wealth Design
Ohio
$351 +$369 +2 New
AA
674
Addison Advisors
Vermont
$176
WA
675
WestEnd Advisors
North Carolina
$176

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.