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Jack Henry & Associates

710 hedge funds and large institutions have $12.3B invested in Jack Henry & Associates in 2024 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

3% more funds holding

Funds holding: 691710 (+19)

2.68% more ownership

Funds ownership: 93.3%95.98% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$320M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

49% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.86M

Holders
710
Holders Change
+19
Holders Change %
+2.75%
% of All Funds
9.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
264
Reduced
245
Closed
67
Calls
$3.02M
Puts
$5.86M
Net Calls
-$2.84M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B +$28.1M +157,360 +2%
BlackRock
2
BlackRock
New York
$1.07B -$4.57M -25,575 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$822M +$239M +1,336,820 +40%
State Street
4
State Street
Massachusetts
$705M +$8.46M +47,325 +1%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$704M -$2.18M -12,191 -0.3%
APG Asset Management
6
APG Asset Management
Netherlands
$387M -$265M -1,482,379 -39%
Invesco
7
Invesco
Georgia
$360M +$84.3M +471,507 +30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$350M +$4.42M +24,709 +1%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$337M +$119K +664 +0%
JP Morgan Chase
10
JP Morgan Chase
New York
$267M -$47.9M -268,096 -15%
Wells Fargo
11
Wells Fargo
California
$234M -$2.95M -16,513 -1%
Mitsubishi UFJ Asset Management
12
Mitsubishi UFJ Asset Management
Japan
$229M +$115M +643,697 +95%
Handelsbanken Fonder
13
Handelsbanken Fonder
Sweden
$162M +$11M +61,600 +7%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$146M +$27.8M +155,831 +23%
Northern Trust
15
Northern Trust
Illinois
$138M +$12.7M +71,304 +10%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$137M +$47M +263,021 +51%
Raymond James Financial
17
Raymond James Financial
Florida
$133M +$135M +757,655 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$124M +$12.6M +70,540 +11%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$115M +$1.63M +9,119 +1%
Charles Schwab
20
Charles Schwab
California
$109M +$1.59M +8,907 +1%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$106M -$11.8M -66,087 -10%
Deutsche Bank
22
Deutsche Bank
Germany
$102M +$65.7M +367,806 +171%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$102M -$5.96M -33,373 -5%
UBS AM
24
UBS AM
Illinois
$100M +$22.3M +124,927 +28%
TIA
25
Tandem Investment Advisors
South Carolina
$99.4M +$11.1M +61,969 +12%

JKHY Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2024, worth a combined $12.3B — up 2.7% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new JKHY positions and 67 closed out — a net gain of 28 holders — while 264 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $239M. The largest seller was APG Asset Management, cutting an estimated $265M.

  • 710 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2024, up from 691 in Q3 2024.
  • Funds reported $12.3B of Jack Henry & Associates stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 95 funds opened new Jack Henry & Associates positions in Q4 2024 and 67 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q4 2024 was Morgan Stanley, an estimated $239M added.
  • The largest Jack Henry & Associates seller in Q4 2024 was APG Asset Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2024.