Jack Henry & Associates
JKHY
656 hedge funds and large institutions have $10B invested in Jack Henry & Associates in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 260 increasing their positions, 239 reducing their positions, and 77 closing their positions.
1.62% more ownership
Funds ownership: 91.51% → 93.13% (+1.6%)
9% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 239
4% less call options, than puts
Call options by funds: $26.2M | Put options by funds: $27.4M
3% less funds holding
Funds holding: 677 → 656 (-21)
14% less capital invested
Capital invested by funds: $11.6B → $10B (-$1.62B)
14% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 77
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$190M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$121M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$81.2M |
| 4 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$63.5M |
| 5 |
JP Morgan Chase
New York
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$75.4M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$66.2M |
| 3 |
Neuberger Berman Group
New York
|
-$40.3M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$29.7M |
| 5 |
Morgan Stanley
New York
|
-$28.8M |
JKHY Hedge Fund Activity: Q1 2023 in Review
656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2023, worth a combined $10B — down 14% from $11.6B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of JKHY and 66 opened new positions — a net loss of 11 holders — while 239 trimmed existing stakes and 260 added.
The largest buyer was Sarasin & Partners, adding an estimated $190M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $75.4M sold.
- 656 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2023, down from 677 in Q4 2022.
- Funds reported $10B of Jack Henry & Associates stock for Q1 2023, down 14% quarter-over-quarter.
- 66 funds opened new Jack Henry & Associates positions in Q1 2023 and 77 closed out, a net change of -11 holders.
- The largest Jack Henry & Associates buyer in Q1 2023 was Sarasin & Partners, an estimated $190M added.
- The largest Jack Henry & Associates seller in Q1 2023 was Vaughan Nelson Investment Management, an estimated $75.4M sold.
Based on aggregated 13F filings for Q1 2023.