We are live on ! Find out more
JKHY icon

Jack Henry & Associates

586 hedge funds and large institutions have $10.7B invested in Jack Henry & Associates in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 241 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

46% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $11.5M

5% more capital invested

Capital invested by funds: $10.2B → $10.7B (+$488M)

3% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 71

1.05% less ownership

Funds ownership: 91.32%90.26% (-1.1%)

2% less funds holding

Funds holding: 597586 (-11)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 241

Holders
586
Holders Change
-11
Holders Change %
-1.84%
% of All Funds
12.91%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
69
Increased
181
Reduced
241
Closed
71
Calls
$16.9M
Puts
$11.5M
Net Calls
+$5.33M
Net Calls Change
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$23.3M +$1.76M +11,336 +8%
National Pension Service
77
National Pension Service
South Korea
$20.9M
VOYA Investment Management
78
VOYA Investment Management
Georgia
$20.2M +$10M +64,706 +99%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$20M -$13.1M -84,246 -40%
RA
80
Royce & Associates
New York
$19.1M +$311 +2 +0%
US Bancorp
81
US Bancorp
Minnesota
$19M -$1.89M -12,153 -9%
Millennium Management
82
Millennium Management
New York
$18.6M -$12M -77,012 -39%
UCFA
83
United Capital Financial Advisors
Texas
$18.6M -$2M -12,900 -9%
Principal Financial Group
84
Principal Financial Group
Iowa
$17.9M +$90.4K +582 +0.5%
Aviva
85
Aviva
United Kingdom
$17.8M -$3.76M -24,183 -17%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$17.6M +$5.83M +37,524 +49%
AAMU
87
Amundi Asset Management US
Massachusetts
$17.6M -$17.5M -112,881 -50%
BRC
88
Bishop Rock Capital
New York
$17M -$2.58M -16,580 -13%
SGI
89
Summit Global Investments
Utah
$16.6M +$3.4M +21,890 +26%
First Trust Advisors
90
First Trust Advisors
Illinois
$16.4M +$4.65M +29,912 +39%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$16.3M -$9.44M -60,813 -37%
HA
92
HYA Advisors
Missouri
$16.2M -$7.02M -45,175 -30%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$15.6M -$164K -1,059 -1%
Royal London Asset Management
94
Royal London Asset Management
United Kingdom
$15.5M +$936K +6,026 +6%
EIP
95
Epoch Investment Partners
New York
$15M +$5.49M +35,339 +57%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$14.9M -$122K -784 -0.8%
Bessemer Group
97
Bessemer Group
New Jersey
$14.8M -$3.47M -22,313 -19%
Stifel Financial
98
Stifel Financial
Missouri
$14.1M +$123K +789 +0.9%
CCA
99
Conestoga Capital Advisors
Pennsylvania
$14M +$7.14M +45,975 +105%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$13.9M +$8.35M +53,760 +150%

JKHY Hedge Fund Activity: Q1 2020 in Review

586 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2020, worth a combined $10.7B — up 4.8% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of JKHY and 69 opened new positions — a net loss of 2 holders — while 241 trimmed existing stakes and 181 added.

The largest buyer was Victory Capital Management, adding an estimated $129M. The largest seller was Congress Asset Management, cutting an estimated $99.9M.

  • 586 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2020, down from 597 in Q4 2019.
  • Funds reported $10.7B of Jack Henry & Associates stock for Q1 2020, up 4.8% quarter-over-quarter.
  • 69 funds opened new Jack Henry & Associates positions in Q1 2020 and 71 closed out, a net change of -2 holders.
  • The largest Jack Henry & Associates buyer in Q1 2020 was Victory Capital Management, an estimated $129M added.
  • The largest Jack Henry & Associates seller in Q1 2020 was Congress Asset Management, an estimated $99.9M sold.

Based on aggregated 13F filings for Q1 2020.