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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
QCM
201
QRG Capital Management
Illinois
$3.23M +$131K +858 +5%
BRCM
202
Bright Rock Capital Management
Massachusetts
$3.2M
MGWM
203
Marks Group Wealth Management
Minnesota
$3.18M +$94.3K +616 +3%
AIG
204
American International Group
New York
$3.15M -$109K -715 -4%
HP
205
Hikari Power
Japan
$3.12M
AI
206
Atria Investments
North Carolina
$3.05M +$417K +2,726 +17%
MIM
207
MetLife Investment Management
New Jersey
$3.04M -$54.2K -354 -2%
NYLIM
208
New York Life Investment Management
New York
$3.04M +$68.6K +448 +2%
MFS
209
Mirabella Financial Services
United Kingdom
$3.03M +$2.41M +15,723 +561%
PHK
210
Point72 Hong Kong
Hong Kong
$3.03M +$2.83M +18,512 New
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$2.92M +$902K +5,891 +49%
PFG
212
PAX Financial Group
Texas
$2.89M -$83.3K -544 -3%
TC
213
TwinBeech Capital
New York
$2.77M -$9.05M -59,110 -78%
CWM
214
CIBC World Markets
New York
$2.76M +$794K +5,182 +44%
EP
215
Edgestream Partners
New Jersey
$2.7M +$1.5M +9,768 +145%
MIIM
216
Mesirow Institutional Investment Management
Illinois
$2.69M +$21.3K +139 +0.9%
GH
217
GAM Holding
Switzerland
$2.68M +$245K +1,598 +11%
WRM
218
Weybosset Research & Management
Rhode Island
$2.67M
American Century Companies
219
American Century Companies
Missouri
$2.67M +$133K +870 +6%
GI
220
GLOBALT Investments
Georgia
$2.63M +$2.47M +16,119 New
Retirement Systems of Alabama
221
Retirement Systems of Alabama
Alabama
$2.62M -$65.2K -426 -3%
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.61M +$198K +1,295 +9%
SF
223
Synovus Financial
Georgia
$2.57M -$2.66M -17,370 -52%
Wealthfront Advisers
224
Wealthfront Advisers
California
$2.53M +$1.74M +11,369 +275%
RFC
225
Regions Financial Corp
Alabama
$2.5M -$116K -755 -5%

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.