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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
AW
676
Avion Wealth
Texas
$1K
RS
677
Rakuten Securities
Japan
$883
CAS
678
Coppell Advisory Solutions
Texas
$880
DWA
679
Delos Wealth Advisors
Texas
$741
CA
680
Claris Advisors
Missouri
$706 +$677 +4 New
LFG
681
Larson Financial Group
Missouri
$706 +$677 +4 New
CA
682
Continuum Advisory
Idaho
$517
IAIM
683
International Assets Investment Management
Florida
$378 +$11.2M +66,353 +17,507%
CPG
684
Cornerstone Planning Group
New Jersey
$365
MCM
685
Manchester Capital Management
Vermont
$354
AA
686
Ancora Advisors
Ohio
$177 +$169 +1 New
FPFS
687
First Personal Financial Services
North Carolina
$177 +$169 +1 New
RIL
688
Rothschild Investment LLC
Illinois
$177 +$169 +1 New
WA
689
WestEnd Advisors
North Carolina
$177 +$169 +1 New
CJ
690
Caitlin John
Michigan
$175 -$7.28K -43 -98%
DWM
691
Dogwood Wealth Management
Kansas
$1
GC
692
Gillson Capital
Illinois
-$16.8M -101,400 Closed
Walleye Capital
693
Walleye Capital
New York
-$15.4M -92,828 Closed
Adage Capital Partners
694
Adage Capital Partners
Massachusetts
-$10.3M -61,886 Closed
ACH
695
ArrowMark Colorado Holdings
Colorado
-$6.89M -41,473 Closed
Ohio Public Employees Retirement System (OPERS)
696
Ohio Public Employees Retirement System (OPERS)
Ohio
-$5.15M -31,042 Closed
Connor, Clark & Lunn Investment Management (CC&L)
697
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.22M -25,392 Closed
Marshall Wace
698
Marshall Wace
United Kingdom
-$4.1M -24,698 Closed
HV
699
HST Ventures
Utah
-$3.34M -20,133 Closed
GI
700
GLOBALT Investments
Georgia
-$2.56M -15,398 Closed

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.