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Jack Henry & Associates
JKHY

297 hedge funds and large institutions have $4.38B invested in Jack Henry & Associates in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $3.81B → $4.38B (+$568M)

1% more funds holding

Funds holding: 294 → 297 (+3)

20% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 121

73% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $10.7M

Holders
297
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
8.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
30
Increased
97
Reduced
121
Closed
25
Calls
$2.91M
Puts
$10.7M
Net Calls
-$7.8M
Net Calls Change
-$2.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$29.2M
2
PIM
Perkins Investment Management
Illinois
+$17.5M
3
BFA
BlackRock Fund Advisors
California
+$14.3M
4
VAM
Vontobel Asset Management
New York
+$13.5M
5
JHIU
Janus Henderson Investors US
Colorado
+$10.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$17.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15.4M
3
RA
Royce & Associates
New York
-$10.8M
4
Charles Schwab
Charles Schwab
California
-$10.1M
5
ESCM
Echo Street Capital Management
New York
-$8.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
51
Congress Asset Management
Massachusetts
$13.5M -$3.17M -56,863 -20%
Principal Financial Group
52
Principal Financial Group
Iowa
$13.1M -$90.9K -1,630 -0.7%
AL
53
AJO LP
Pennsylvania
$12.7M +$4.43M +79,500 +59%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$12.6M -$679K -12,188 -5%
Morgan Stanley
55
Morgan Stanley
New York
$12.5M -$4.92M -88,198 -29%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$12.5M +$193K +3,464 +2%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$12.5M -$2.6M -46,600 -18%
Ameriprise
58
Ameriprise
Minnesota
$12.3M +$6.08K +109 +0.1%
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$12.1M -$443K -7,954 -4%
CS
60
Credit Suisse
Switzerland
$11.4M +$647K +11,612 +6%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$11.3M +$557K +10,000 +6%
AIG
62
American International Group
New York
$10.4M -$237K -4,258 -2%
ARC
63
Absolute Return Capital
Massachusetts
$10.3M -$1.02M -18,303 -10%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$10.1M -$257K -4,609 -3%
Deutsche Bank
65
Deutsche Bank
Germany
$10.1M +$2.06M +37,009 +28%
Goldman Sachs
66
Goldman Sachs
New York
$9.33M -$17.5M -313,185 -67%
NFA
67
Nationwide Fund Advisors
Ohio
$9.31M -$65.5K -1,175 -0.7%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$9.23M +$61.3K +1,100 +0.7%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$8.68M – – –
PPA
70
Parametric Portfolio Associates
Washington
$8.64M -$111K -1,984 -1%
SI
71
Scout Investments
Missouri
$8.52M +$48.8K +875 +0.6%
BCA
72
Bernzott Capital Advisors
California
$8.45M -$318K -5,699 -4%
SGCIA
73
Smith Graham & Co Investment Advisors
Texas
$8.44M -$6.69K -120 -0.1%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$7.64M +$1.32M +23,639 +22%
STC
75
SEI Trust Company
Pennsylvania
$7.36M -$1.26M -22,645 -15%
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JKHY Hedge Fund Activity: Q4 2013 in Review

297 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2013, worth a combined $4.38B — up 15% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JKHY positions and 25 closed out — a net gain of 5 holders — while 97 added to existing stakes and 121 trimmed.

The largest buyer was Vanguard Group, adding an estimated $29.2M. The largest seller was Goldman Sachs, cutting an estimated $17.5M.

  • 297 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2013, up from 294 in Q3 2013.
  • Funds reported $4.38B of Jack Henry & Associates stock for Q4 2013, up 15% quarter-over-quarter.
  • 30 funds opened new Jack Henry & Associates positions in Q4 2013 and 25 closed out, a net change of +5 holders.
  • The largest Jack Henry & Associates buyer in Q4 2013 was Vanguard Group, an estimated $29.2M added.
  • The largest Jack Henry & Associates seller in Q4 2013 was Goldman Sachs, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2013.