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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
701
JSF Financial
California
-$549K -3,011 Closed
Marshall Wace
702
Marshall Wace
United Kingdom
-$538K -2,953 Closed
SFG
703
Steward Financial Group
Texas
-$480K -2,638 Closed
CAAS
704
Capital Asset Advisory Services
Michigan
-$423K -2,318 Closed
PAG
705
Private Advisor Group
New Jersey
-$404K -2,219 Closed
SC
706
Sonen Capital
California
-$397K -2,179 Closed
WPC
707
Wedmont Private Capital
Pennsylvania
-$371K -2,035 Closed
CANY
708
Caxton Associates (New York)
New York
-$363K -1,993 Closed
OTL
709
Oak Thistle LLC
New York
-$352K -1,931 Closed
DOA
710
D'Orazio & Associates
Virginia
-$331K -1,814 Closed
SEC
711
Seven Eight Capital
New York
-$294K -1,612 Closed
TIS
712
Tortoise Index Solutions
Kansas
-$280K -1,535 Closed
SP
713
Symmetry Partners
Connecticut
-$279K -1,529 Closed
EI
714
Ethic Inc
New York
-$273K -1,498 Closed
CM
715
Capula Management
Cayman Islands
-$264K -1,450 Closed
SFO
716
Stokes Family Office
Louisiana
-$247K -1,355 Closed
KCM
717
Kathmere Capital Management
Pennsylvania
-$231K -1,268 Closed
QT
718
Quantamental Technologies
New York
-$230K -1,264 Closed
VAM
719
Verity Asset Management
North Carolina
-$224K -1,230 Closed
EP
720
Edgestream Partners
New Jersey
-$221K -1,213 Closed
CG
721
Caprock Group
Idaho
-$215K -1,179 Closed
Wellington Management Group
722
Wellington Management Group
Massachusetts
-$213K -1,172 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
723
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$211K -1,160 Closed
GT
724
Greenleaf Trust
Michigan
-$209K -1,146 Closed
ONB
725
Old National Bancorp
Indiana
-$207K -1,135 Closed

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.