JKHY
Jack Henry & Associates, Inc. · Technology · Information Technology Services
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones +0.9% ·
nuevas posiciones netas -6.7%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 151.47K | $21.81M | n/a | n/a |
| Q2 2026 | 152 | +3 | 53.61M | $7.39B | +9 | −5 |
| Q1 2026 | 151 | +3 | 55.20M | $8.73B | +10 | −8 |
| Q4 2025 | 147 | 0 | 56.86M | $10.38B | +2 | −1 |
| Q3 2025 | 18 | -2 | 27.29M | $4.06B | n/a | −3 |
| Q2 2025 | 18 | +1 | 23.13M | $4.17B | +2 | −1 |
| Q1 2025 | 14 | -1 | 7.46M | $1.36B | +2 | −3 |
| Q4 2024 | 15 | -1 | 7.06M | $1.24B | +1 | −2 |
| Q3 2024 | 15 | 0 | 2.97M | $524.58M | +2 | −2 |
| Q2 2024 | 15 | n/a | 2.78M | $462.03M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 4.02M | n/a | $705.40M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.99M | +1.3% | $349.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Arrowstreet Capital ✦ | 348.45K | +406.3% | $61.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 278.57K | +37.2% | $48.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 174.14K | +363.7% | $30.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | T. Rowe Price ✦ | 104.06K | +0.5% | $18.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 58.52K | +216.0% | $10.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 25.38K | -93.5% | $4.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Gotham Asset Management ✦ | 21.44K | -25.4% | $3.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Adage Capital Partners ✦ | 15.19K | Nuevo | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 7.09K | -3.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 6.10K | -68.8% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 2.89K | +17.2% | $505,916 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | D. E. Shaw & Co. ✦ | 1.62K | -11.0% | $283,986 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 319 | -99.7% | $55,921 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Adage Capital Partners | $2.66M | 0.0% |
Posición cerrada
| Bridgewater Associates | $3.56M | era 0.0% |
| Point72 Asset Management | $54,340 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 764 tenedores, 71.93M acciones, $11.02B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.