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Jack Henry & Associates

645 hedge funds and large institutions have $11.3B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $12.8M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $10B → $11.3B (+$1.24B)

0.4% less ownership

Funds ownership: 93.13%92.73% (-0.4%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

10% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 84

2% less funds holding

Funds holding: 656645 (-11)

Holders
645
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
10.13%
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
229
Reduced
238
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
376
Kestra Advisory Services
Texas
$671K +$106K +678 +20%
AAM
377
Advisors Asset Management
Colorado
$654K -$660K -4,242 -52%
SWM
378
SeaCrest Wealth Management
New York
$651K +$35.6K +229 +6%
SMC
379
Smith, Moore & Co
Missouri
$649K -$8.72K -56 -1%
QCM
380
Quantinno Capital Management
New York
$637K -$83.4K -536 -12%
SF
381
Summit Financial
New Jersey
$637K +$592K +3,806 New
LFA
382
Legacy Financial Advisors
Kentucky
$626K +$229K +1,473 +65%
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$622K
APF
384
Alaska Permanent Fund
Alaska
$621K +$578K +3,714 New
VPIM
385
Vanguard Personalized Indexing Management
California
$619K -$138K -885 -19%
TRCT
386
Tower Research Capital (TRC)
New York
$605K -$321K -2,064 -36%
CSS
387
Cubist Systematic Strategies
Connecticut
$602K -$1.86M -11,949 -77%
NMERB
388
New Mexico Educational Retirement Board
New Mexico
$594K +$31.1K +200 +6%
FWA
389
FSM Wealth Advisors
Ohio
$588K
JF
390
Jump Financial
Illinois
$586K -$1.64M -10,563 -75%
MPPW
391
Mitchell & Pahl Private Wealth
Oklahoma
$573K +$16K +103 +3%
FCI
392
Financial Counselors Inc
Kansas
$561K -$15.6K -100 -3%
MYAM
393
Meiji Yasuda Asset Management
Japan
$560K -$9.34K -60 -2%
AssetMark Inc
394
AssetMark Inc
California
$559K +$230K +1,479 +79%
FIM
395
Freedom Investment Management
Connecticut
$533K +$79.5K +511 +19%
MLICM
396
Metropolitan Life Insurance Company (MetLife)
New York
$531K -$13.9K -89 -3%
SC
397
Sepio Capital
Utah
$529K -$13.4K -86 -3%
SFG
398
Steward Financial Group
Texas
$524K +$488K +3,136 New
AFG
399
ABLE Financial Group
Arizona
$523K +$125K +805 +35%
Impax Asset Management Group
400
Impax Asset Management Group
United Kingdom
$520K