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Jack Henry & Associates

634 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 218 increasing their positions, 250 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $16.9M

0.26% less ownership

Funds ownership: 92.73%92.48% (-0.26%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 645634 (-11)

9% less capital invested

Capital invested by funds: $11.3B → $10.2B (-$1.06B)

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 250

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
634
Holders Change
-11
Holders Change %
-1.71%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
57
Increased
218
Reduced
250
Closed
63
Calls
$33.1M
Puts
$16.9M
Net Calls
+$16.2M
Net Calls Change
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
676
AMJ Financial Wealth Management
Virginia
-$204K -1,218 Closed
HPM
677
Hoxton Planning & Management
West Virginia
-$204K -1,218 Closed
IWM
678
IHT Wealth Management
Illinois
-$203K -1,215 Closed
DZ Bank
679
DZ Bank
Germany
-$197K -1,178 Closed
ETC
680
Exchange Traded Concepts
Oklahoma
-$175K -1,047 Closed
Simplex Trading
681
Simplex Trading
Illinois
-$141K -875 Closed
JFGIW
682
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$137K -817 Closed
PIAS
683
PCA Investment Advisory Services
Ohio
-$70.2K -419 Closed
FBC
684
Fairfield, Bush & Co
Connecticut
-$68.6K -410 Closed
AS
685
AM Squared
Hong Kong
-$33.5K -200 Closed
CCA
686
Catalyst Capital Advisors
New York
-$26.8K -160 Closed
HCA
687
Harbor Capital Advisors
Illinois
-$20.9K -125 Closed
SSG
688
Summit Securities Group
New York
-$16K -94 Closed
CFO
689
CVA Family Office
Colorado
-$11.5K -69 Closed
FCG
690
Financial Connections Group
California
-$11K -67 Closed
FA
691
Fiduciary Alliance
South Carolina
-$8.37K -50 Closed
KFI
692
Key Financial Inc
Pennsylvania
-$5.69K -34 Closed
SF
693
Safeguard Financial
Wisconsin
-$4K -27 Closed
WP
694
WealthPLAN Partners
Nebraska
-$3.18K -19 Closed
DI
695
Disciplined Investments
Oklahoma
-$2.17K -13 Closed
CAS
696
Coppell Advisory Solutions
Texas
-$832 -5 Closed
GIA
697
GHP Investment Advisors
Colorado
-$344 -2 Closed

JKHY Hedge Fund Activity: Q3 2023 in Review

634 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2023, worth a combined $10.2B — down 9.4% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of JKHY and 57 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 218 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $46.4M. The largest seller was Fiera Capital (Canada), cutting an estimated $42.4M.

  • 634 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2023, down from 645 in Q2 2023.
  • Funds reported $10.2B of Jack Henry & Associates stock for Q3 2023, down 9.4% quarter-over-quarter.
  • 57 funds opened new Jack Henry & Associates positions in Q3 2023 and 63 closed out, a net change of -6 holders.
  • The largest Jack Henry & Associates buyer in Q3 2023 was Balyasny Asset Management, an estimated $46.4M added.
  • The largest Jack Henry & Associates seller in Q3 2023 was Fiera Capital (Canada), an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2023.