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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
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$36.4M -$17.6M -98,722 -32%
CCM
52
Copeland Capital Management
Pennsylvania
$36.2M +$4.49M +25,135 +14%
Swiss National Bank
53
Swiss National Bank
Switzerland
$36.1M -$1.73M -9,700 -4%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$35.7M -$2.94M -16,448 -7%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$35.3M +$10.5M +58,989 +41%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$35.1M +$18.8M +105,000 +110%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$35.1M +$6.16M +34,495 +21%
Barclays
58
Barclays
United Kingdom
$34.7M +$3.5M +19,581 +11%
LPPI
59
Local Pensions Partnership Investment
United Kingdom
$34.6M +$35.3M +197,285 New
Aviva
60
Aviva
United Kingdom
$34.5M -$7.22M -40,406 -17%
NB
61
Norinchukin Bank
Japan
$33.1M -$336K -1,880 -1%
CCA
62
Conestoga Capital Advisors
Pennsylvania
$32.8M +$369K +2,065 +1%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$31.6M +$1.34M +7,523 +4%
N
64
Nuveen
North Carolina
$30.8M -$11.2M -62,489 -26%
WorldQuant Millennium Advisors
65
WorldQuant Millennium Advisors
New York
$30.7M +$14.3M +79,932 +84%
AQR Capital Management
66
AQR Capital Management
Connecticut
$30.5M +$24.4M +136,579 +364%
NIG
67
NFJ Investment Group
Texas
$29.6M -$1.59M -8,870 -5%
Capital International Investors
68
Capital International Investors
California
$29.6M -$99K -554 -0.3%
CGPCS
69
Capital Group Private Client Services
California
$29.4M -$600K -3,359 -2%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$28.5M +$4.52M +25,296 +18%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$27.1M -$483K -2,703 -2%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$25.3M -$634K -3,549 -2%
RP
73
Riverbridge Partners
Minnesota
$25.3M -$1.87M -10,452 -7%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$24M +$5.64M +31,536 +30%
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$23.6M -$55.8K -312 -0.2%

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.