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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$377M +$29.2M +523,996 +9%
JP Morgan Chase
2
JP Morgan Chase
New York
$302M +$3.06M +54,952 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$232M +$1.45M +25,985 +0.7%
TCM
4
TimesSquare Capital Management
New York
$215M +$7.88M +141,400 +4%
JHIU
5
Janus Henderson Investors US
Colorado
$193M +$10.9M +196,127 +6%
ACM
6
Atlanta Capital Management
Georgia
$179M -$4.71M -84,524 -3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$150M -$5.15M -92,467 -4%
TCOTO
8
Trust Company of the Ozarks
Missouri
$148M – – –
BFA
9
BlackRock Fund Advisors
California
$142M +$14.3M +257,071 +12%
BIT
10
BlackRock Institutional Trust
California
$136M +$4.47M +80,134 +4%
State Street
11
State Street
Massachusetts
$134M -$1.27M -22,794 -1%
CGT
12
Capital Guardian Trust
California
$128M -$5.66M -101,548 -4%
FCM
13
Frontier Capital Management
Massachusetts
$124M -$6.95M -124,677 -6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$115M -$649K -11,650 -0.6%
RA
15
Royce & Associates
New York
$96.9M -$10.8M -194,400 -11%
Wells Fargo
16
Wells Fargo
California
$81.5M -$1.98M -35,557 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$55.9M -$7.46M -133,785 -12%
Invesco
18
Invesco
Georgia
$51M +$2.34M +42,034 +5%
Northern Trust
19
Northern Trust
Illinois
$47.8M -$1.74M -31,273 -4%
VNIM
20
Vaughan Nelson Investment Management
Texas
$47.4M -$2.32M -41,550 -5%
CWAM
21
Columbia Wanger Asset Management
Illinois
$44.8M – – –
RP
22
RR Partners
New York
$44.7M – – –
WRF
23
Waddell & Reed Financial
Kansas
$44.1M -$1.2M -21,500 -3%
WHG
24
Westwood Holdings Group
Texas
$43.3M -$3.09M -55,378 -7%
ICM
25
IronBridge Capital Management
Illinois
$42.1M +$538K +9,653 +1%
1
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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.