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Jack Henry & Associates

687 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.37B)

8% more funds holding

Funds holding: 634687 (+53)

5.15% more ownership

Funds ownership: 92.48%97.62% (+5.1%)

3% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $13M

18% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 268

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
687
Holders Change
+53
Holders Change %
+8.36%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
106
Increased
220
Reduced
268
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
126
Russell Investments Group
United Kingdom
$7.6M -$2.41M -15,738 -25%
MCM
127
Mattern Capital Management
Colorado
$7.59M +$383K +2,502 +6%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$7.49M -$9.12M -59,560 -57%
Korea Investment Corp
129
Korea Investment Corp
South Korea
$7.46M +$4.17M +27,206 +147%
LPL Financial
130
LPL Financial
California
$7.44M +$668K +4,361 +11%
Man Group
131
Man Group
United Kingdom
$7.42M +$6.96M +45,426 New
Canada Life
132
Canada Life
Manitoba, Canada
$7.38M -$4.66M -30,450 -40%
US Bancorp
133
US Bancorp
Minnesota
$7.02M +$130K +850 +2%
Ameriprise
134
Ameriprise
Minnesota
$6.78M -$10.8M -70,662 -63%
ACH
135
ArrowMark Colorado Holdings
Colorado
$6.77M +$1.69K +11 +0%
AP
136
Atwood & Palmer
Missouri
$6.68M
VI
137
Vestcor Inc
New Brunswick, Canada
$6.65M -$2.14K -14 -0%
Toronto Dominion Bank
138
Toronto Dominion Bank
Ontario, Canada
$6.65M +$758K +4,948 +14%
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$6.65M -$42.9K -280 -0.7%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$6.57M
SOADOR
141
State of Alaska Department of Revenue
Alaska
$6.44M -$135K -880 -2%
IIM
142
INTECH Investment Management
Florida
$6.37M -$459K -2,997 -7%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$6.13M -$613K -4,005 -10%
QC
144
Quadrature Capital
United Kingdom
$6.12M +$493K +3,222 +9%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$6.04M +$358K +2,335 +7%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$5.88M -$8.96M -58,509 -62%
APC
147
Alpine Peaks Capital
New York
$5.88M
TAM
148
Trillium Asset Management
Massachusetts
$5.85M +$591K +3,859 +12%
Comerica Bank
149
Comerica Bank
Texas
$5.6M -$766K -5,001 -13%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.54M +$126K +821 +2%

JKHY Hedge Fund Activity: Q4 2023 in Review

687 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2023, worth a combined $11.6B — up 13% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JKHY positions and 46 closed out — a net gain of 60 holders — while 220 added to existing stakes and 268 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $520M. The largest seller was BlackRock, cutting an estimated $159M.

  • 687 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2023, up from 634 in Q3 2023.
  • Funds reported $11.6B of Jack Henry & Associates stock for Q4 2023, up 13% quarter-over-quarter.
  • 106 funds opened new Jack Henry & Associates positions in Q4 2023 and 46 closed out, a net change of +60 holders.
  • The largest Jack Henry & Associates buyer in Q4 2023 was Morgan Stanley, an estimated $520M added.
  • The largest Jack Henry & Associates seller in Q4 2023 was BlackRock, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2023.