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Jack Henry & Associates

652 hedge funds and large institutions have $10.9B invested in Jack Henry & Associates in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 233 increasing their positions, 223 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 627652 (+25)

4% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 223

1% more capital invested

Capital invested by funds: $10.8B → $10.9B (+$86.3M)

0.81% less ownership

Funds ownership: 89.58%88.77% (-0.81%)

70% less call options, than puts

Call options by funds: $4.91M | Put options by funds: $16.3M

Holders
652
Holders Change
+25
Holders Change %
+3.99%
% of All Funds
10.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
88
Increased
233
Reduced
223
Closed
56
Calls
$4.91M
Puts
$16.3M
Net Calls
-$11.4M
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
376
Haverford Trust Company
Pennsylvania
$668K
FTDI
377
First Trust Direct Indexing
Massachusetts
$665K +$21.8K +135 +4%
SFS
378
Stiles Financial Services
Minnesota
$656K +$636K +3,930 New
GAM
379
Guinness Asset Management
United Kingdom
$648K +$163K +1,009 +35%
CCG
380
Cypress Capital Group
Florida
$642K -$58.4K -361 -9%
TI
381
Tidal Investments
Wisconsin
$642K +$225K +1,390 +57%
Wealthfront Advisers
382
Wealthfront Advisers
California
$638K +$35.6K +220 +6%
ECM
383
Everence Capital Management
Indiana
$636K
MCP
384
Martin Capital Partners
Oregon
$634K +$9.06K +56 +1%
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$626K +$9.55K +59 +2%
RJT
386
Raymond James Trust
Florida
$611K +$13.8K +85 +2%
HF
387
HRT Financial
New York
$601K +$583K +3,600 New
BFA
388
Beacon Financial Advisory
Ohio
$598K +$809 +5 +0.1%
SWM
389
SeaCrest Wealth Management
New York
$597K -$56.6K -350 -9%
ZB
390
Zions Bancorporation
Utah
$592K +$93.4K +577 +19%
IWP
391
Icon Wealth Partners
Texas
$586K +$26.1K +161 +5%
BAMCO Inc
392
BAMCO Inc
New York
$584K
WCM
393
Wedge Capital Management
North Carolina
$581K +$2.91K +18 +0.5%
ED
394
Exane Derivatives
France
$577K +$559K +3,453 New
EOJOAM
395
E. Ohman J:or Asset Management
Sweden
$571K -$97.1K -600 -15%
GCMG
396
Gyroscope Capital Management Group
Florida
$571K -$66K -408 -11%
SMC
397
Smith, Moore & Co
Missouri
$565K +$10.2K +63 +2%
AWM
398
Avior Wealth Management
Nebraska
$564K
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$556K -$6.8K -42 -1%
AO
400
Advisor OS
Illinois
$554K +$88.2K +545 +20%

JKHY Hedge Fund Activity: Q4 2021 in Review

652 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2021, worth a combined $10.9B — up 0.8% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new JKHY positions and 56 closed out — a net gain of 32 holders — while 233 added to existing stakes and 223 trimmed.

The largest buyer was APG Asset Management, adding an estimated $63.1M. The largest seller was Capital World Investors, exiting entirely with an estimated $222M sold.

  • 652 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2021, up from 627 in Q3 2021.
  • Funds reported $10.9B of Jack Henry & Associates stock for Q4 2021, up 0.8% quarter-over-quarter.
  • 88 funds opened new Jack Henry & Associates positions in Q4 2021 and 56 closed out, a net change of +32 holders.
  • The largest Jack Henry & Associates buyer in Q4 2021 was APG Asset Management, an estimated $63.1M added.
  • The largest Jack Henry & Associates seller in Q4 2021 was Capital World Investors, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2021.