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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
701
Parkworth Wealth Management
California
$351 +$357 +2 New
PWA
702
Principia Wealth Advisory
Texas
$351 +$357 +2 New
WW
703
Winnow Wealth
Texas
$196 +$357 +2 New
HWA
704
HHM Wealth Advisors
Tennessee
$176 +$179 +1 New
AA
705
Ancora Advisors
Ohio
$175
CJ
706
Caitlin John
Michigan
$175
RIL
707
Rothschild Investment LLC
Illinois
$175
WA
708
WestEnd Advisors
North Carolina
$175
CSWM
709
Cassady Schiller Wealth Management
Ohio
$175 +$179 +1 New
GBT
710
Grove Bank & Trust
Florida
$175 +$179 +1 New
Balyasny Asset Management
711
Balyasny Asset Management
Illinois
-$31.7M -179,650 Closed
IAIM
712
International Assets Investment Management
Florida
-$378 -66,732 Closed
TI
713
Trexquant Investment
Connecticut
-$7.82M -44,290 Closed
BA
714
Bridgewater Associates
Connecticut
-$3.56M -20,170 Closed
Jane Street
715
Jane Street
New York
-$2.86M -16,197 Closed
CCIA
716
Campbell & Co Investment Adviser
Maryland
-$2.61M -14,762 Closed
EGM
717
Engineers Gate Manager
New York
-$2.58M -14,619 Closed
LCM
718
LRT Capital Management
Texas
-$2.04M -11,531 Closed
CSS
719
Cubist Systematic Strategies
Connecticut
-$2.02M -11,465 Closed
LOAME
720
Lombard Odier Asset Management (Europe)
United Kingdom
-$1.77M -10,000 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
721
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$1.65M -9,352 Closed
XT
722
XTX Topco
Cayman Islands
-$1.37M -7,761 Closed
GCP
723
GSA Capital Partners
United Kingdom
-$1.17M -6,602 Closed
SEC
724
Seven Eight Capital
New York
-$1.16M -6,558 Closed
CC
725
Centiva Capital
New York
-$1.07M -6,088 Closed

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.