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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
OAM
751
Oxford Asset Management
United Kingdom
-$209K -1,185 Closed
BAM
752
Belpointe Asset Management
Nevada
-$206K -1,166 Closed
BWG
753
Berry Wealth Group
Texas
-$206K -1,165 Closed
PWP
754
Parkwoods Wealth Partners
New York
-$201K -1,140 Closed
DEA
755
DoubleLine ETF Adviser
Florida
-$201K -1,137 Closed
CWS
756
Cypress Wealth Services
California
-$200K -1,133 Closed
DWS
757
Dynamic Wealth Strategies
California
-$118K -667 Closed
AAM
758
Advisors Asset Management
Colorado
-$66K -374 Closed
Federated Hermes
759
Federated Hermes
Pennsylvania
-$55.3K -313 Closed
Point72 Asset Management
760
Point72 Asset Management
Connecticut
-$54.3K -308 Closed
CCA
761
Catalyst Capital Advisors
New York
-$47.8K -271 Closed
SSG
762
Summit Securities Group
New York
-$24K -136 Closed
AF
763
Arrow Financial
New York
-$21.2K -120 Closed
NS
764
NBC Securities
Alabama
-$18K -105 Closed
TIM
765
Thompson Investment Management
Wisconsin
-$14.1K -80 Closed
ATS
766
Ashton Thomas Securities
New York
-$9.36K -53 Closed
CAM
767
Creekmur Asset Management
Illinois
-$8.83K -50 Closed
JPWM
768
Jamison Private Wealth Management
Georgia
-$8.9K -50 Closed
PAS
769
Point72 Asia (Singapore)
Singapore
-$7.28K -41 Closed
FCM
770
Fourpath Capital Management
Oklahoma
-$6.88K -39 Closed
SIC
771
Salem Investment Counselors
North Carolina
-$3.88K -22 Closed
IRC
772
Investors Research Corp
Georgia
-$3.35K -19 Closed
CPA
773
Capital Performance Advisors
California
-$2.47K -14 Closed
APC
774
Aspire Private Capital
North Carolina
-$2.12K -12 Closed
IHWM
775
Iron Horse Wealth Management
Iowa
-$1.94K -11 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.