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Jack Henry & Associates

691 hedge funds and large institutions have $11.9B invested in Jack Henry & Associates in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 230

8% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$860M)

4% more funds holding

Funds holding: 667691 (+24)

1.42% more ownership

Funds ownership: 91.88%93.3% (+1.4%)

4% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $5.03M

Holders
691
Holders Change
+24
Holders Change %
+3.6%
% of All Funds
9.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
268
Reduced
230
Closed
52
Calls
$4.85M
Puts
$5.03M
Net Calls
-$177K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B +$428K +2,527 +0%
BlackRock
2
BlackRock
New York
$1.09B +$34M +201,038 +3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$711M +$11.4M +67,367 +2%
State Street
4
State Street
Massachusetts
$702M +$11.5M +67,716 +2%
APG Asset Management
5
APG Asset Management
Netherlands
$596M -$18.5M -109,033 -3%
Morgan Stanley
6
Morgan Stanley
New York
$591M +$2.9M +17,142 +0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$347M +$169K +996 +0.1%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$343M +$19K +112 +0%
JP Morgan Chase
9
JP Morgan Chase
New York
$316M +$22.3M +131,515 +8%
Invesco
10
Invesco
Georgia
$279M +$9.78M +57,816 +4%
Wells Fargo
11
Wells Fargo
California
$239M +$2.83M +16,712 +1%
Handelsbanken Fonder
12
Handelsbanken Fonder
Sweden
$152M +$11.3M +66,600 +8%
Northern Trust
13
Northern Trust
Illinois
$127M -$2.52M -14,913 -2%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$120M +$29.7M +175,469 +35%
Mitsubishi UFJ Asset Management
15
Mitsubishi UFJ Asset Management
Japan
$119M +$3.88M +22,921 +4%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$118M +$4.81M +28,415 +4%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$114M -$385K -2,275 -0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$112M -$2.93M -17,332 -3%
RJA
19
Raymond James & Associates
Florida
$112M +$3.36M +19,846 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$109M -$74.4M -439,650 -42%
Charles Schwab
21
Charles Schwab
California
$108M +$393K +2,324 +0.4%
Stifel Financial
22
Stifel Financial
Missouri
$93.6M +$669K +3,953 +0.8%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$93.2M +$2.13M +12,581 +2%
Goldman Sachs
24
Goldman Sachs
New York
$91.8M +$13.7M +81,024 +18%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$91.1M +$16.1M +94,937 +22%

JKHY Hedge Fund Activity: Q3 2024 in Review

691 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q3 2024, worth a combined $11.9B — up 7.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JKHY positions and 52 closed out — a net gain of 30 holders — while 268 added to existing stakes and 230 trimmed.

The largest buyer was Millennium Management, adding an estimated $56.6M. The largest seller was Envestnet Asset Management, cutting an estimated $74.4M.

  • 691 institutional investors held Jack Henry & Associates (JKHY) as of Q3 2024, up from 667 in Q2 2024.
  • Funds reported $11.9B of Jack Henry & Associates stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 82 funds opened new Jack Henry & Associates positions in Q3 2024 and 52 closed out, a net change of +30 holders.
  • The largest Jack Henry & Associates buyer in Q3 2024 was Millennium Management, an estimated $56.6M added.
  • The largest Jack Henry & Associates seller in Q3 2024 was Envestnet Asset Management, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2024.