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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
TVAMP
651
Tennessee Valley Asset Management Partners
Tennessee
$3.27K +$3.06K +20 New
FFA
652
Frazier Financial Advisors
Ohio
$3.27K +$3.06K +20 New
IFAM
653
Institutional & Family Asset Management
Colorado
$3.27K
KWAG
654
Kiely Wealth Advisory Group
North Carolina
$3.22K +$2.91K +19 New
IRC
655
Investors Research Corp
Georgia
$3.1K
LTI
656
Laffer Tengler Investments
Tennessee
$3.1K +$2.91K +19 New
CSB
657
City State Bank
Iowa
$3K
PWMG
658
Private Wealth Management Group
New Jersey
$2.94K +$2.76K +18 New
GWS
659
Glassman Wealth Services
Virginia
$2.78K -$3.06K -20 -54%
BBHC
660
Brown Brothers Harriman & Co
New York
$2.78K +$2.6K +17 New
PWA
661
Provenance Wealth Advisors
Florida
$2.45K +$2.3K +15 New
LFG
662
Larson Financial Group
Missouri
$2.29K -$459 -3 -18%
SOW
663
State of Wyoming
Wyoming
$2.29K +$153 +1 +8%
CWC
664
Carolinas Wealth Consulting
North Carolina
$2.15K
CCA
665
Criterion Capital Advisors
Tennessee
$2.13K +$1.99K +13 New
GFPC
666
Global Financial Private Client
Florida
$2.12K
GKIM
667
GW&K Investment Management
Massachusetts
$2K -$1.38K -9 -47%
FMP
668
Financial Management Professionals
Texas
$2K
APC
669
Aspire Private Capital
North Carolina
$1.96K
AGWCA
670
Annis Gardner Whiting Capital Advisors
Florida
$1.8K
IHWM
671
Iron Horse Wealth Management
Iowa
$1.8K
DPW
672
DiNuzzo Private Wealth
Pennsylvania
$1.47K +$1.38K +9 New
Jones Financial Companies
673
Jones Financial Companies
Missouri
$1.47K +$1.38K +9 New
VWA
674
Valued Wealth Advisors
Utah
$1.21K +$1.23K +8 New
LIM
675
Longfellow Investment Management
Massachusetts
$1.14K

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.