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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
Millennium Management
101
Millennium Management
New York
$4.4M -$3.3M -59,276 -44%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$4.36M +$29.7K +532 +0.7%
LG
103
Leuthold Group
Minnesota
$4.35M +$710K +12,732 +21%
SWA
104
SFMG Wealth Advisors
Texas
$4.33M +$315K +5,658 +8%
AllianceBernstein
105
AllianceBernstein
Tennessee
$4.2M -$94.9K -1,702 -2%
AII
106
AGF Investments Inc
Ontario, Canada
$4.18M +$3.94M +70,600 New
Comerica Bank
107
Comerica Bank
Texas
$4.09M -$488K -8,761 -11%
WBC
108
Westpac Banking Corp
Australia
$3.93M -$502K -9,000 -12%
Citigroup
109
Citigroup
New York
$3.84M +$2.16M +38,735 +149%
ProShare Advisors
110
ProShare Advisors
Maryland
$3.67M +$3M +53,801 +652%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$3.64M -$101K -1,820 -3%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$3.52M -$44K -790 -1%
ASRS
113
Arizona State Retirement System
Arizona
$3.52M -$424K -7,600 -11%
Federated Hermes
114
Federated Hermes
Pennsylvania
$3.5M -$103K -1,839 -3%
CRCP
115
Copper Rock Capital Partners
Massachusetts
$3.48M +$249K +4,458 +8%
BA
116
BlackRock Advisors
Delaware
$3.45M +$173K +3,108 +6%
TI
117
Turner Investments
Pennsylvania
$3.44M – – –
EAM
118
Eagle Asset Management
Florida
$3.42M -$2.52M -45,125 -44%
WAM
119
Westport Asset Management
Connecticut
$3.36M -$279K -5,000 -8%
MFIMFI
120
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.31M +$154K +2,759 +5%
N
121
Nuveen
North Carolina
$3.21M +$34.5K +618 +1%
MOACM
122
Mutual of America Capital Management
New York
$3.17M +$97.2K +1,743 +3%
PI
123
Placemark Investments
Illinois
$3.16M -$135K -2,417 -4%
AP
124
Atwood & Palmer
Missouri
$3.05M – – –
US Bancorp
125
US Bancorp
Minnesota
$3M +$109K +1,953 +4%
3 4
5
6 7

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.