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Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
701
ABLE Financial Group
Arizona
-$681K -4,509 Closed
UH
702
Unigestion Holding
Switzerland
-$475K -3,130 Closed
Impax Asset Management Group
703
Impax Asset Management Group
United Kingdom
-$461K -3,050 Closed
HTC
704
Haverford Trust Company
Pennsylvania
-$395K -2,616 Closed
DFCM
705
Dark Forest Capital Management
Puerto Rico
-$366K -2,423 Closed
IFU
706
iSAM Funds (UK)
United Kingdom
-$275K -1,819 Closed
WB
707
WesBanco Bank
West Virginia
-$264K -1,746 Closed
P
708
Pitcairn
Pennsylvania
-$256K -1,692 Closed
RCAG
709
Rehmann Capital Advisory Group
Michigan
-$248K -1,642 Closed
SC
710
Schoolcraft Capital
Colorado
-$237K -1,570 Closed
SP
711
Symmetry Partners
Connecticut
-$236K -1,560 Closed
AA
712
AlphaCentric Advisors
Puerto Rico
-$203K -1,344 Closed
BCV
713
Banque Cantonale Vaudoise
Switzerland
-$146K -969 Closed
YDMI
714
Y.D. More Investments
Israel
-$118K -758 Closed
Group One Trading
715
Group One Trading
Illinois
-$109K -709 Closed
Federated Hermes
716
Federated Hermes
Pennsylvania
-$72.1K -477 Closed
RTC
717
Riverview Trust Company
Washington
-$44.1K -292 Closed
BAAM
718
Baker Avenue Asset Management
California
-$43.4K -287 Closed
CCP
719
Carmel Capital Partners
California
-$18.3K -121 Closed
LAS
720
LWM Advisory Services
Florida
-$13.2K -88 Closed
GA
721
GoalVest Advisory
New York
-$11.3K -75 Closed
RFA
722
Register Financial Advisors
Georgia
-$9.82K -65 Closed
PCTC
723
Perkins Coie Trust Company
Washington
-$7.71K -51 Closed
AP
724
Arlington Partners
Alabama
-$6.2K -41 Closed
AT
725
Arlington Trust
Alabama
-$6.2K -41 Closed

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.