We are live on ! Find out more
JKHY icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
656
Holders Change
-21
Holders Change %
-3.1%
% of All Funds
10.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
260
Reduced
239
Closed
77
Calls
$26.2M
Puts
$27.4M
Net Calls
-$1.16M
Net Calls Change
+$595K

Top Buyers

1
SP
Sarasin & Partners
United Kingdom
+$190M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$121M
3
Citadel Advisors
Citadel Advisors
Florida
+$81.2M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$63.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$50.8M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$75.4M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$66.2M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$40.3M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$29.7M
5
Morgan Stanley
Morgan Stanley
New York
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B -$279K -1,673 -0%
BlackRock
2
BlackRock
New York
$1.15B -$23M -138,010 -2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$549M +$121M +726,875 +25%
APG Asset Management
4
APG Asset Management
Netherlands
$523M -$1.98M -11,865 -0.3%
State Street
5
State Street
Massachusetts
$483M +$16.9M +101,262 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$287M +$50.8M +304,400 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$258M +$1.95M +11,665 +0.7%
Morgan Stanley
8
Morgan Stanley
New York
$232M -$28.8M -172,753 -10%
Invesco
9
Invesco
Georgia
$230M +$12.2M +72,962 +5%
Wells Fargo
10
Wells Fargo
California
$221M +$35.4M +211,967 +17%
SP
11
Sarasin & Partners
United Kingdom
$216M +$190M +1,137,205 +855%
Northern Trust
12
Northern Trust
Illinois
$133M -$7.27M -43,545 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$130M -$2.41M -14,447 -2%
Parnassus Investments
14
Parnassus Investments
California
$120M -$28.4M -170,180 -18%
Goldman Sachs
15
Goldman Sachs
New York
$115M +$28.3M +169,296 +28%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$108M -$40.3M -241,695 -25%
Legal & General Group
17
Legal & General Group
United Kingdom
$92.3M +$2.34M +13,991 +2%
Charles Schwab
18
Charles Schwab
California
$86M +$697K +4,174 +0.7%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$85.3M +$156K +936 +0%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$82.5M +$21.3M +127,735 +30%
UBS AM
21
UBS AM
Illinois
$81.8M -$13M -77,877 -13%
RJA
22
Raymond James & Associates
Florida
$81.7M +$20.4M +122,097 +29%
Citadel Advisors
23
Citadel Advisors
Florida
$73.3M +$81.2M +486,556 +3,243,707%
ACM
24
American Capital Management
New York
$73M +$2.64M +15,824 +3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$72.4M -$5.21M -31,205 -6%
1
2 3 4 5

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.