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Jack Henry & Associates
JKHY

Overview Fund Activity

641 hedge funds and large institutions have $11.2B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 227 increasing their positions, 236 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.11%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
76
Increased
227
Reduced
236
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$533M
2
Amundi
Amundi
France
$198M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$91.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$61M

Top Sellers

1
SP
Sarasin & Partners
United Kingdom
$0
2
Invesco
Invesco
Georgia
$161M
3
BlackRock
BlackRock
New York
$1.21B
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.45B
5
Citadel Advisors
Citadel Advisors
Florida
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
351
Edgestream Partners
New Jersey
$868K -$461K -2,754 -35%
DCM
352
Dupont Capital Management
Delaware
$850K -$66.8K -399 -7%
RJT
353
Raymond James Trust
Florida
$835K +$5.36K +32 +0.6%
MCM
354
MAI Capital Management
Ohio
$829K +$388K +2,316 +88%
SCA
355
Snowden Capital Advisors
New York
$808K +$148K +884 +22%
Cerity Partners
356
Cerity Partners
New York
$806K +$14.9K +89 +2%
GWA
357
GGM Wealth Advisors
Maryland
$797K +$797K +4,833 New
BMSSC
358
B. Metzler seel. Sohn & Co
Germany
$789K +$244K +1,460 +45%
SFS
359
Stiles Financial Services
Minnesota
$770K +$8.87K +53 +1%
Corient Private Wealth
360
Corient Private Wealth
Florida
$761K -$126K -752 -14%
PFP
361
Pinnacle Financial Partners
Tennessee
$760K +$15.9K +95 +2%
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$753K -$33.5K -200 -4%
CBNLCF
363
Cognios Beta Neutral Large Cap Fund
Kansas
$744K -$221K -1,322 -23%
FTDI
364
First Trust Direct Indexing
Massachusetts
$742K -$155K -926 -17%
LA
365
Legacy Advisors
Pennsylvania
$721K +$32.8K +196 +5%
WF
366
Welch & Forbes
Massachusetts
$719K -$7.36K -44 -1%
II
367
Inspire Investing
Idaho
$708K -$9.71K -58 -1%
DFCM
368
Dark Forest Capital Management
Puerto Rico
$702K +$458K +2,736 +187%
LA
369
LVW Advisors
New York
$692K -$6.36K -38 -0.9%
DA
370
Doliver Advisors
Texas
$686K -$100K -600 -13%
UH
371
Unigestion Holding
Switzerland
$675K -$130K -781 -16%
HTC
372
Haverford Trust Company
Pennsylvania
$672K – – –
KAS
373
Kestra Advisory Services
Texas
$671K +$113K +678 +20%
AAM
374
Advisors Asset Management
Colorado
$654K -$710K -4,242 -52%
SWM
375
SeaCrest Wealth Management
New York
$651K +$38.3K +229 +6%
13 14
15
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