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Jack Henry & Associates

407 hedge funds and large institutions have $6.01B invested in Jack Henry & Associates in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 152 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.68% more ownership

Funds ownership: 0%86.68% (+87%)

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4% more funds holding

Funds holding: 391407 (+16)

2% more capital invested

Capital invested by funds: $5.87B → $6.01B (+$135M)

9% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 152

42% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $2M

Holders
407
Holders Change
+16
Holders Change %
+4.09%
% of All Funds
10.18%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.23%
New
55
Increased
138
Reduced
152
Closed
33
Calls
$1.17M
Puts
$2M
Net Calls
-$832K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
351
YorkBridge Wealth Partners
New York
$76K +$73.2K +858 New
AIM
352
Anchor Investment Management
South Carolina
$73.2K
PA
353
Parallel Advisors
California
$69K +$66K +773 New
MFW
354
Mosaic Family Wealth
Missouri
$58K
AFA
355
Abacus FCF Advisors
Florida
$58K +$31.2K +365 +129%
FANJ
356
Financial Architects (New Jersey)
New Jersey
$56K +$8.11K +95 +18%
LNB
357
Ledyard National Bank
$50K -$2.13K -25 -4%
WTC
358
WhitTier Trust Company
Nevada
$46K
AIL
359
AGF Investments LLC
Ontario, Canada
$45K +$42.7K +500 New
PFBT
360
Parkside Financial Bank & Trust
Missouri
$44K
AssetMark Inc
361
AssetMark Inc
California
$41K -$1.02K -12 -3%
EWM
362
Endurance Wealth Management
Rhode Island
$38K
WA
363
WFG Advisors
Texas
$36K +$3.84K +45 +13%
FPFS
364
First Personal Financial Services
North Carolina
$35K
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$34K +$32.2K +377 New
HNB
366
Huntington National Bank
Ohio
$33K
DSC
367
Duncker Streett & Co
Missouri
$30K
IWM
368
IHT Wealth Management
Illinois
$23K +$22.4K +262 New
IWA
369
IBEX Wealth Advisors
New Jersey
$22K +$20.7K +242 New
BIG
370
Bellwether Investment Group
Tennessee
$22K +$20.8K +244 New
HFM
371
Harvest Fund Management
China
$22K +$21K +246 New
HPBT
372
High Point Bank & Trust
North Carolina
$21K
BBHC
373
Brown Brothers Harriman & Co
New York
$19K
CG
374
Cutler Group
California
$19K +$11.9K +139 +176%
WAM
375
Wealthspire Advisors (Maryland)
Maryland
$18K +$1.37K +16 +9%