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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
HFS
651
Horizon Financial Services
North Carolina
$1.16K
LIM
652
Longfellow Investment Management
Massachusetts
$1.16K
WIM
653
Westside Investment Management
California
$1.16K +$1.16K +7 New
DF
654
Dunhill Financial
United Kingdom
$1.15K +$332 +2 +40%
RCM
655
Raleigh Capital Management
North Carolina
$996
FWA
656
FSC Wealth Advisors
New York
$996 +$996 +6 New
FGAM
657
Financial Gravity Asset Management
Texas
$830 -$3.32K -20 -80%
RS
658
Rakuten Securities
Japan
$830
CAS
659
Coppell Advisory Solutions
Texas
$830 +$830 +5 New
DWA
660
Delos Wealth Advisors
Texas
$695
JFGIW
661
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$665 +$664 +4 New
CA
662
Continuum Advisory
Idaho
$498
LIA
663
Lynx Investment Advisory
District of Columbia
$498 +$498 +3 New
MCM
664
Manchester Capital Management
Vermont
$333
CPG
665
Cornerstone Planning Group
New Jersey
$328 +$332 +2 New
SFC
666
Strategic Financial Concepts
Texas
$86 +$2.46M +14,827 New
DWM
667
Dogwood Wealth Management
Kansas
$1
TC
668
TwinBeech Capital
New York
-$14.2M -81,471 Closed
CSS
669
Cubist Systematic Strategies
Connecticut
-$4.7M -27,029 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
670
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$4.4M -25,304 Closed
AIG
671
American International Group
New York
-$3.34M -19,250 Closed
EGM
672
Engineers Gate Manager
New York
-$2.99M -17,206 Closed
ECM
673
ExodusPoint Capital Management
New York
-$2.96M -17,065 Closed
GH
674
GAM Holding
Switzerland
-$2.71M -15,590 Closed
TPSF
675
Texas Permanent School Fund
Texas
-$2.62M -15,063 Closed

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.