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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
651
Farmers & Merchants Investments Inc
Nebraska
$8.59K
LFA
652
LGT Financial Advisors
Texas
$8.59K
NCM
653
Northwest Capital Management
Oregon
$8.59K
BOJHT
654
Bank of Jackson Hole Trust
Wyoming
$7.19K +$7.33K +41 New
GSWM
655
Golden State Wealth Management
California
$7.19K +$7.33K +41 New
ST
656
Smithfield Trust
Pennsylvania
$7K
SA
657
SRH Advisors
Kansas
$6.84K
PMFA
658
Plante Moran Financial Advisors
Michigan
$6.66K +$6.79K +38 New
CMBA
659
C.M. Bidwell & Associates
Hawaii
$6.49K
BIA
660
Bell Investment Advisors
California
$6.14K
SCA
661
Stuart Chaussee & Associates
California
$5.96K
MCM
662
MV Capital Management
Maryland
$5.79K -$179 -1 -3%
TH
663
TCTC Holdings
Texas
$5.79K +$5.9K +33 New
ETS
664
ESL Trust Services
New York
$5.43K
BIG
665
Brooklyn Investment Group
New York
$4.56K +$715 +4 +17%
BGAI
666
Bruce G. Allen Investments
Colorado
$4.56K +$715 +4 +18%
DAM
667
Delta Asset Management
Tennessee
$4.38K
KWAG
668
Kiely Wealth Advisory Group
North Carolina
$3.3K
DF
669
Dunhill Financial
United Kingdom
$3.24K +$536 +3 +20%
CIAM
670
Caitong International Asset Management
Hong Kong
$3.15K +$3.22K +18 New
CSB
671
City State Bank
Iowa
$2.98K
CWM
672
Crowley Wealth Management
Delaware
$2.63K +$2.68K +15 New
CWC
673
Carolinas Wealth Consulting
North Carolina
$2.33K
FGC
674
Financial Gravity Companies
Texas
$2.28K
LFG
675
Larson Financial Group
Missouri
$2.28K +$1.61K +9 +225%

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.