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Jack Henry & Associates
JKHY

634 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 218 increasing their positions, 250 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $16.9M

0.26% less ownership

Funds ownership: 92.73% → 92.48% (-0.26%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

2% less funds holding

Funds holding: 645 → 634 (-11)

9% less capital invested

Capital invested by funds: $11.3B → $10.2B (-$1.06B)

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 250

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
634
Holders Change
-11
Holders Change %
-1.71%
% of All Funds
10.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
57
Increased
218
Reduced
250
Closed
63
Calls
$33.1M
Puts
$16.9M
Net Calls
+$16.2M
Net Calls Change
-$31.9M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$28.6M
4
Invesco
Invesco
Georgia
+$23.7M
5
SSA
Schonfeld Strategic Advisors
New York
+$20.2M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$42.4M
2
Goldman Sachs
Goldman Sachs
New York
-$21.6M
3
IIM
INTECH Investment Management
Florida
-$20M
4
JAM
Jupiter Asset Management
United Kingdom
-$19.3M
5
Parnassus Investments
Parnassus Investments
California
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B -$8.87M -54,998 -0.6%
BlackRock
2
BlackRock
New York
$1.09B +$1.31M +8,123 +0.1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$566M +$7.51M +46,534 +1%
APG Asset Management
4
APG Asset Management
Netherlands
$545M -$11M -68,453 -2%
State Street
5
State Street
Massachusetts
$480M -$7.59M -47,026 -1%
Morgan Stanley
6
Morgan Stanley
New York
$477M -$4.98M -30,891 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$307M -$18.5M -114,892 -5%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$290M +$63.9K +396 +0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$274M +$5.78M +35,815 +2%
Wells Fargo
10
Wells Fargo
California
$209M -$12.3M -76,506 -5%
Amundi
11
Amundi
France
$174M +$2.87M +17,806 +2%
Invesco
12
Invesco
Georgia
$167M +$23.7M +147,143 +15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$158M +$29.3M +181,811 +21%
Northern Trust
14
Northern Trust
Illinois
$124M +$4.52M +28,017 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$124M -$4.12M -25,505 -3%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$104M -$531K -3,288 -0.5%
Handelsbanken Fonder
17
Handelsbanken Fonder
Sweden
$104M +$28.6M +177,200 +35%
Parnassus Investments
18
Parnassus Investments
California
$103M -$18.9M -117,119 -15%
Charles Schwab
19
Charles Schwab
California
$87.1M +$1.16M +7,211 +1%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$87M +$4.5M +27,869 +5%
RJA
21
Raymond James & Associates
Florida
$86M +$1.38M +8,557 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$82.8M -$4.8M -29,760 -5%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$82.8M +$12.2M +75,735 +16%
Goldman Sachs
24
Goldman Sachs
New York
$80.7M -$21.6M -133,809 -20%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$73.6M +$3.09M +19,165 +4%
1
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JKHY Hedge Fund Activity: Q3 2023 in Review

634 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2023, worth a combined $10.2B — down 9.4% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of JKHY and 57 opened new positions — a net loss of 6 holders — while 250 trimmed existing stakes and 218 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $46.4M. The largest seller was Fiera Capital (Canada), cutting an estimated $42.4M.

  • 634 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2023, down from 645 in Q2 2023.
  • Funds reported $10.2B of Jack Henry & Associates stock for Q3 2023, down 9.4% quarter-over-quarter.
  • 57 funds opened new Jack Henry & Associates positions in Q3 2023 and 63 closed out, a net change of -6 holders.
  • The largest Jack Henry & Associates buyer in Q3 2023 was Balyasny Asset Management, an estimated $46.4M added.
  • The largest Jack Henry & Associates seller in Q3 2023 was Fiera Capital (Canada), an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2023.