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Jack Henry & Associates

768 hedge funds and large institutions have $11.4B invested in Jack Henry & Associates in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 275 increasing their positions, 283 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 100.66%100.39% (-0.27%)

1% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 110

3% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 283

2% less funds holding

Funds holding: 783768 (-15)

14% less capital invested

Capital invested by funds: $13.3B → $11.4B (-$1.84B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $4.99M

Holders
768
Holders Change
-15
Holders Change %
-1.92%
% of All Funds
9.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
109
Increased
275
Reduced
283
Closed
110
Calls
$3.52M
Puts
$4.99M
Net Calls
-$1.47M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$942M -$3.51M -20,495 -0.3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$863M -$68.7M -401,144 -7%
VCM
3
Vanguard Capital Management
Pennsylvania
$740M +$802M +4,680,410 New
State Street
4
State Street
Massachusetts
$625M -$14.2M -82,700 -2%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$568M +$615M +3,591,967 New
Morgan Stanley
6
Morgan Stanley
New York
$424M +$40M +233,589 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$363M +$30M +174,912 +8%
CBU
8
CIBC Bancorp USA
Illinois
$302M +$327M +1,910,530 New
Invesco
9
Invesco
Georgia
$293M +$38.1M +222,694 +14%
UBS AM
10
UBS AM
Illinois
$230M +$18.4M +107,708 +8%
Wells Fargo
11
Wells Fargo
California
$218M -$5.74M -33,506 -2%
APG Asset Management
12
APG Asset Management
Netherlands
$214M -$60.3K -352 -0%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$172M -$5.38M -31,392 -3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$170M +$183M +1,070,376 +13,343%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$154M -$145K -848 -0.1%
UBS Group
16
UBS Group
Switzerland
$135M +$11.3M +65,899 +8%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$130M +$41.5M +242,401 +42%
Raymond James Financial
18
Raymond James Financial
Florida
$129M +$8.58M +50,085 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$119M +$14.9M +86,810 +13%
First Trust Advisors
20
First Trust Advisors
Illinois
$116M +$31.8M +185,465 +34%
Northern Trust
21
Northern Trust
Illinois
$116M -$849K -4,955 -0.7%
EIP
22
Epoch Investment Partners
New York
$108M +$52.7M +307,886 +82%
Charles Schwab
23
Charles Schwab
California
$105M +$2.49M +14,517 +2%
Handelsbanken Fonder
24
Handelsbanken Fonder
Sweden
$102M -$8.91M -52,000 -7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$101M -$9.38M -54,773 -8%