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Jack Henry & Associates

423 hedge funds and large institutions have $7.44B invested in Jack Henry & Associates in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 151 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 42

17% more capital invested

Capital invested by funds: $6.36B → $7.44B (+$1.08B)

11% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 136

6% more funds holding

Funds holding: 399423 (+24)

4.21% more ownership

Funds ownership: 88.07%92.28% (+4.2%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

34% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.04M

Holders
423
Holders Change
+24
Holders Change %
+6.02%
% of All Funds
10.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
70
Increased
151
Reduced
136
Closed
42
Calls
$1.35M
Puts
$2.04M
Net Calls
-$686K
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
376
Mosaic Family Wealth
Missouri
$68K
FANJ
377
Financial Architects (New Jersey)
New Jersey
$64K +$6.39K +64 +11%
AIM
378
Anchor Investment Management
South Carolina
$57.1K
PFBT
379
Parkside Financial Bank & Trust
Missouri
$52K
TSW
380
Thompson Siegel & Walmsley
Virginia
$48K -$5.91M -59,218 -99%
EWM
381
Endurance Wealth Management
Rhode Island
$45K
WA
382
WFG Advisors
Texas
$42K +$100 +1 +0.2%
AssetMark Inc
383
AssetMark Inc
California
$41K -$7.18K -72 -16%
FPFS
384
First Personal Financial Services
North Carolina
$41K
HNB
385
Huntington National Bank
Ohio
$41K
CPP
386
Crow Point Partners
Massachusetts
$38K -$297K -2,972 -89%
OFW
387
Omnia Family Wealth
Florida
$38K -$1.5K -15 -4%
BTIS
388
BB&T Investment Services
North Carolina
$37K +$25.4K +255 +211%
DSC
389
Duncker Streett & Co
Missouri
$36K
OC
390
Oakworth Capital
Alabama
$30K
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$28K +$100 +1 +0.4%
WAM
392
Wealthspire Advisors (Maryland)
Maryland
$28K +$7.18K +72 +37%
CG
393
Cutler Group
California
$28K +$27.2K +273 New
HFM
394
Harvest Fund Management
China
$26K
PFPT
395
Pinnacle Financial Partners (Tennessee)
Tennessee
$24K +$23.3K +233 New
BBHC
396
Brown Brothers Harriman & Co
New York
$23K
IUHSA
397
Itau Unibanco Holding S.A.
Brazil
$23K +$2K +20 +10%
EWM
398
Evercore Wealth Management
New York
$18K
GAM
399
Gemmer Asset Management
California
$18K
VCM
400
Versant Capital Management
Arizona
$15K -$998 -10 -6%

JKHY Hedge Fund Activity: Q2 2017 in Review

423 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2017, worth a combined $7.44B — up 17% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JKHY positions and 42 closed out — a net gain of 28 holders — while 151 added to existing stakes and 136 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $358M. The largest seller was Capital Guardian Trust, cutting an estimated $102M.

  • 423 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2017, up from 399 in Q1 2017.
  • Funds reported $7.44B of Jack Henry & Associates stock for Q2 2017, up 17% quarter-over-quarter.
  • 70 funds opened new Jack Henry & Associates positions in Q2 2017 and 42 closed out, a net change of +28 holders.
  • The largest Jack Henry & Associates buyer in Q2 2017 was Janus Henderson Group, an estimated $358M added.
  • The largest Jack Henry & Associates seller in Q2 2017 was Capital Guardian Trust, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2017.