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Jack Henry & Associates

677 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 74

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

0.78% more ownership

Funds ownership: 90.74%91.51% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less funds holding

Funds holding: 680677 (-3)

4% less capital invested

Capital invested by funds: $12.1B → $11.6B (-$430M)

21% less call options, than puts

Call options by funds: $6.64M | Put options by funds: $8.39M

Holders
677
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
81
Increased
243
Reduced
238
Closed
74
Calls
$6.64M
Puts
$8.39M
Net Calls
-$1.76M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
726
Moody Aldrich Partners
Massachusetts
-$204K -1,121 Closed
AS
727
Altshuler Shaham
Israel
-$185K -1,011 Closed
APP
728
Alpha Paradigm Partners
Illinois
-$173K -951 Closed
EIP
729
Ellis Investment Partners
Pennsylvania
-$172K -946 Closed
Twin Tree Management
730
Twin Tree Management
Texas
-$121K -663 Closed
ACA
731
Atlas Capital Advisors
Wyoming
-$53K -291 Closed
WWM
732
Wolff Wiese Magana
California
-$43K -235 Closed
HMS
733
Hanseatic Management Services
New Mexico
-$37K -205 Closed
CWM
734
Castle Wealth Management
Florida
-$19K -102 Closed
MA
735
MUFG Americas
New York
-$15K -83 Closed
HWA
736
HHM Wealth Advisors
Tennessee
-$12K -64 Closed
SWM
737
Spire Wealth Management
Virginia
-$10K -53 Closed
BC
738
Bartlett & Co
Ohio
-$9K -51 Closed
BCWM
739
Bartlett & Co Wealth Management
Ohio
-$9.3K -51 Closed
PK
740
Pflug Koory
Nebraska
-$8K -45 Closed
WTA
741
Washington Trust Advisors
Massachusetts
-$8K -44 Closed
DFCM
742
Dark Forest Capital Management
Puerto Rico
-$5K -27 Closed
EW
743
Evoke Wealth
California
-$4K -21 Closed
TCOV
744
Trust Company of Vermont
Vermont
-$3K -19 Closed
SFO
745
Standard Family Office
South Dakota
-$3K -16 Closed
CFFP
746
Center for Financial Planning
Michigan
-$2K -13 Closed
FEG
747
Financial Enhancement Group
Indiana
-$2K -13 Closed
CA
748
Crewe Advisors
Utah
-$2K -10 Closed
HGERS
749
Householder Group Estate & Retirement Specialist
Arizona
-$1K -10 Closed
AA
750
Ancora Advisors
Ohio
+$369 +2 New

JKHY Hedge Fund Activity: Q4 2022 in Review

677 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2022, worth a combined $11.6B — down 3.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JKHY positions and 74 closed out — a net gain of 7 holders — while 243 added to existing stakes and 238 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $73.3M.

  • 677 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2022, down from 680 in Q3 2022.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 81 funds opened new Jack Henry & Associates positions in Q4 2022 and 74 closed out, a net change of +7 holders.
  • The largest Jack Henry & Associates buyer in Q4 2022 was Morgan Stanley, an estimated $170M added.
  • The largest Jack Henry & Associates seller in Q4 2022 was Vaughan Nelson Investment Management, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.