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Jack Henry & Associates
JKHY

Overview Fund Activity

663 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 258 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+12
Holders Change %
+1.84%
% of All Funds
9.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
258
Reduced
230
Closed
52
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$55.8M
2
Norges Bank
2
Norges Bank
Norway
$57.9M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$46.8M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$83.7M
5
UBS AM
5
UBS AM
Illinois
$94M

Top Sellers

1
Bank Julius Baer & Co
1
Bank Julius Baer & Co
Switzerland
$1.17M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$276M
3
BlackRock
3
BlackRock
New York
$989M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$4.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
351
Integrated Wealth Concepts
Massachusetts
$807K +$130K +784 +19%
Cerity Partners
352
Cerity Partners
New York
$802K -$384K -2,315 -32%
RJT
353
Raymond James Trust
Florida
$798K +$9.96K +60 +1%
AAS
354
Avantax Advisory Services
Texas
$792K +$792K +4,772 New
EF
355
Empowered Funds
Pennsylvania
$788K -$12.8K -77 -2%
EI
356
Ethic Inc
New York
$782K +$40K +241 +5%
Jones Financial Companies
357
Jones Financial Companies
Missouri
$779K +$194K +1,166 +33%
HIMCH
358
Hartford Investment Management Co (HIMCO)
Connecticut
$774K -$6.48K -39 -0.8%
PAG
359
Private Advisor Group
New Jersey
$772K +$328K +1,975 +74%
KPWS
360
Kestra Private Wealth Services
Texas
$759K +$316K +1,906 +72%
TC
361
Taika Capital
Florida
$753K +$753K +4,535 New
FRM
362
Fox Run Management
Connecticut
$752K +$752K +4,528 New
LCWP
363
Legacy Capital Wealth Partners
Arkansas
$749K +$749K +4,511 New
IFU
364
iSAM Funds (UK)
United Kingdom
$743K +$743K +4,477 New
PAS
365
Park Avenue Securities
New York
$735K +$22.2K +134 +3%
MPPW
366
Mitchell & Pahl Private Wealth
Oklahoma
$727K +$5.48K +33 +0.8%
VWM
367
Venturi Wealth Management
Texas
$726K -$286K -1,720 -28%
O
368
Ossiam
France
$712K +$3.65K +22 +0.5%
MPM
369
MBB Public Markets
Illinois
$709K +$709K +4,271 New
Axa
370
Axa
France
$699K +$1.16K +7 +0.2%
WF
371
Welch & Forbes
Massachusetts
$699K – – –
HCA
372
Harbor Capital Advisors
Illinois
$698K +$517K +3,113 +285%
DAS
373
Dynamic Advisor Solutions
Arizona
$687K +$223K +1,345 +48%
LFA
374
Legacy Financial Advisors
Kentucky
$686K +$6.31K +38 +0.9%
SAM
375
Securian Asset Management
Minnesota
$685K -$16.6K -100 -2%
13 14
15
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