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Jack Henry & Associates

616 hedge funds and large institutions have $10.1B invested in Jack Henry & Associates in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 231 increasing their positions, 237 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $19.9M

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 237

1.1% less ownership

Funds ownership: 88.85%87.75% (-1.1%)

4% less funds holding

Funds holding: 643616 (-27)

8% less capital invested

Capital invested by funds: $11B → $10.1B (-$864M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 79

Holders
616
Holders Change
-27
Holders Change %
-4.2%
% of All Funds
10.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
231
Reduced
237
Closed
79
Calls
$26.7M
Puts
$19.9M
Net Calls
+$6.85M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B -$40.6M -266,405 -3%
BlackRock
2
BlackRock
New York
$1.18B -$102M -671,632 -8%
State Street
3
State Street
Massachusetts
$490M -$23.6M -154,846 -5%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$383M +$28.5M +186,883 +8%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$287M +$253K +1,661 +0.1%
Wells Fargo
6
Wells Fargo
California
$239M +$18.8M +123,207 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$223M +$10.5M +68,514 +5%
Capital World Investors
8
Capital World Investors
California
$217M -$4.43M -29,052 -2%
Invesco
9
Invesco
Georgia
$192M +$24.2M +158,958 +14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$190M -$2.72M -17,854 -1%
SP
11
Sarasin & Partners
United Kingdom
$185M +$30.1M +197,326 +19%
Parnassus Investments
12
Parnassus Investments
California
$178M +$883K +5,785 +0.5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$171M +$153M +1,000,020 +774%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$165M -$5.76M -37,752 -3%
Northern Trust
15
Northern Trust
Illinois
$148M -$2.71M -17,759 -2%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$144M +$41.3M +270,467 +43%
ACM
17
Atlanta Capital Management
Georgia
$135M -$72.6K -476 -0.1%
TCM
18
TimesSquare Capital Management
New York
$130M -$809K -5,300 -0.6%
APG Asset Management
19
APG Asset Management
Netherlands
$118M +$22.6M +148,289 +19%
Legal & General Group
20
Legal & General Group
United Kingdom
$92.6M -$926K -6,070 -1%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$90.1M -$4.05M -26,571 -4%
Ameriprise
22
Ameriprise
Minnesota
$89.1M +$7.29M +47,768 +9%
Swiss National Bank
23
Swiss National Bank
Switzerland
$88.1M -$2.41M -15,800 -3%
UBS AM
24
UBS AM
Illinois
$81.4M -$5.06M -33,173 -6%
RG
25
Rathbones Group
United Kingdom
$79.1M +$5.23M +34,270 +7%

JKHY Hedge Fund Activity: Q1 2021 in Review

616 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2021, worth a combined $10.1B — down 7.9% from $11B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of JKHY and 55 opened new positions — a net loss of 24 holders — while 237 trimmed existing stakes and 231 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $153M. The largest seller was BlackRock, cutting an estimated $102M.

  • 616 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2021, down from 643 in Q4 2020.
  • Funds reported $10.1B of Jack Henry & Associates stock for Q1 2021, down 7.9% quarter-over-quarter.
  • 55 funds opened new Jack Henry & Associates positions in Q1 2021 and 79 closed out, a net change of -24 holders.
  • The largest Jack Henry & Associates buyer in Q1 2021 was T. Rowe Price Associates, an estimated $153M added.
  • The largest Jack Henry & Associates seller in Q1 2021 was BlackRock, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.