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Jack Henry & Associates

667 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 260 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

22% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $3.65M

12% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 232

2% more funds holding

Funds holding: 656667 (+11)

0.78% less ownership

Funds ownership: 92.66%91.88% (-0.78%)

5% less capital invested

Capital invested by funds: $11.7B → $11.1B (-$586M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
667
Holders Change
+11
Holders Change %
+1.68%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
260
Reduced
232
Closed
53
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
701
Heritage Trust
Oklahoma
-$211K -1,216 Closed
MYLI
702
Meiji Yasuda Life Insurance
Japan
-$208K -1,200 Closed
AAM
703
Aureus Asset Management
Massachusetts
-$208K -1,196 Closed
SWM
704
SeaCrest Wealth Management
New York
-$207K -1,194 Closed
MWM
705
Meridian Wealth Management
Kentucky
-$207K -1,191 Closed
Koshinski Asset Management
706
Koshinski Asset Management
Illinois
-$206K -1,184 Closed
HA
707
Homestead Advisers
Virginia
-$146K -842 Closed
SWS
708
SYSTM Wealth Solutions
Illinois
-$111K -637 Closed
First Manhattan
709
First Manhattan
New York
-$80.1K -458 Closed
RTC
710
Riverview Trust Company
Washington
-$50.7K -292 Closed
UOTTAIMCU
711
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$49.7K -286 Closed
Federated Hermes
712
Federated Hermes
Pennsylvania
-$47.3K -272 Closed
HFS
713
Hantz Financial Services
Michigan
-$30K -175 Closed
NCTC
714
New Covenant Trust Company
Indiana
-$29.9K -172 Closed
TWP
715
TFO Wealth Partners
Ohio
-$24.7K -142 Closed
CTA
716
Colonial Trust Advisors
South Carolina
-$21.9K -126 Closed
SL
717
Salomon & Ludwin
Virginia
-$6.6K -38 Closed
SHIM
718
Stone House Investment Management
Pennsylvania
-$5.09K -29 Closed
PCWA
719
Pacific Capital Wealth Advisors
California
-$2.08K -12 Closed
TFM
720
TFC Financial Management
Massachusetts
-$174 -1 Closed
AW
721
Avion Wealth
Texas
+$498 +3 +100%

JKHY Hedge Fund Activity: Q2 2024 in Review

667 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2024, worth a combined $11.1B — down 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JKHY positions and 53 closed out — a net gain of 21 holders — while 260 added to existing stakes and 232 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $50.7M. The largest seller was Bank Julius Baer & Co, cutting an estimated $85.8M.

  • 667 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2024, up from 656 in Q1 2024.
  • Funds reported $11.1B of Jack Henry & Associates stock for Q2 2024, down 5% quarter-over-quarter.
  • 74 funds opened new Jack Henry & Associates positions in Q2 2024 and 53 closed out, a net change of +21 holders.
  • The largest Jack Henry & Associates buyer in Q2 2024 was First Trust Advisors, an estimated $50.7M added.
  • The largest Jack Henry & Associates seller in Q2 2024 was Bank Julius Baer & Co, an estimated $85.8M sold.

Based on aggregated 13F filings for Q2 2024.