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Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
651
Investors Research Corp
Georgia
$3.35K
FFO
652
Fortitude Family Office
Arizona
$3.35K +$3.21K +19 New
QL
653
Quarry LP
New York
$3.18K -$3.05K -18 -50%
CSB
654
City State Bank
Iowa
$3K
AssetMark Inc
655
AssetMark Inc
California
$3K +$1.19K +7 +70%
DF
656
Dunhill Financial
United Kingdom
$2.62K +$1.35K +8 +114%
CPA
657
Capital Performance Advisors
California
$2.47K +$2.37K +14 New
HCP
658
Hexagon Capital Partners
Arkansas
$2.47K +$2.37K +14 New
CWC
659
Carolinas Wealth Consulting
North Carolina
$2.34K
FGC
660
Financial Gravity Companies
Texas
$2.29K +$2.2K +13 New
CCA
661
Criterion Capital Advisors
Tennessee
$2.16K
AWM
662
Abound Wealth Management
Tennessee
$2.12K
DPW
663
DiNuzzo Private Wealth
Pennsylvania
$2.12K
APC
664
Aspire Private Capital
North Carolina
$2.12K
GKIM
665
GW&K Investment Management
Massachusetts
$2K -$677 -4 -31%
FMP
666
Financial Management Professionals
Texas
$2K
AGWCA
667
Annis Gardner Whiting Capital Advisors
Florida
$1.94K
IHWM
668
Iron Horse Wealth Management
Iowa
$1.94K
CIA
669
Cape Investment Advisory
Georgia
$1.94K +$1.86K +11 New
VWA
670
Valued Wealth Advisors
Utah
$1.41K
ADL
671
Asset Dedication LLC
California
$1.24K
HFS
672
Horizon Financial Services
North Carolina
$1.24K
LIM
673
Longfellow Investment Management
Massachusetts
$1.24K
RCM
674
Raleigh Capital Management
North Carolina
$1.24K +$169 +1 +17%
FWA
675
FSC Wealth Advisors
New York
$1.06K

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.