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Jack Henry & Associates
JKHY

Overview Fund Activity

451 hedge funds and large institutions have $7.98B invested in Jack Henry & Associates in 2017 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 139 increasing their positions, 169 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+25
Holders Change %
+5.87%
% of All Funds
10.24%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
63
Increased
139
Reduced
169
Closed
36
Calls
$2.86M
Puts
$726K
Net Calls
+$2.13M
Net Calls Change
+$1.68M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$31.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$27.4M
3
CGT
Capital Guardian Trust
California
+$23M
4
State Street
State Street
Massachusetts
+$22.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$20M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
2
Capital International Investors
Capital International Investors
California
-$46M
3
Morgan Stanley
Morgan Stanley
New York
-$24.7M
4
Bank of America
Bank of America
North Carolina
-$22.8M
5
TCM
TimesSquare Capital Management
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
401
Endurance Wealth Management
Rhode Island
$50K – – –
FANJ
402
Financial Architects (New Jersey)
New Jersey
$49K -$15.4K -131 -24%
TL
403
TrueWealth LLC
Georgia
$49K +$49K +421 New
SMG
404
Spectrum Management Group
Indiana
$47K – – –
AssetMark Inc
405
AssetMark Inc
California
$47K +$1.3K +11 +3%
CAPTRUST Financial Advisors
406
CAPTRUST Financial Advisors
North Carolina
$47K +$47K +404 New
OFW
407
Omnia Family Wealth
Florida
$43K – – –
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$43K +$2.7K +23 +7%
DSC
409
Duncker Streett & Co
Missouri
$40K – – –
HIIFS
410
Harel Insurance Investments & Financial Services
Israel
$38K +$23.3K +200 +159%
FPFS
411
First Personal Financial Services
North Carolina
$35K -$11.1K -95 -24%
STA
412
Summit Trail Advisors
New York
$35K +$35K +295 New
DCM
413
Delpha Capital Management
New York
$35K +$35K +303 New
OC
414
Oakworth Capital
Alabama
$34K – – –
CPP
415
Crow Point Partners
Massachusetts
$32K – – –
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$29K +$707 +6 +3%
OWA
417
One Wealth Advisors
California
$26K +$26K +226 New
BBHC
418
Brown Brothers Harriman & Co
New York
$25K – – –
QCG
419
Quadrant Capital Group
Ohio
$21K -$444 -4 -2%
EWM
420
Evercore Wealth Management
New York
$20K – – –
GAM
421
Gemmer Asset Management
California
$20K – – –
AS
422
Altshuler Shaham
Israel
$19K +$19K +163 New
OAJ
423
Ogorek Anthony Joseph
New York
$16K +$16K +142 New
AC
424
Avestar Capital
New York
$16K +$16K +158 New
VCM
425
Versant Capital Management
Arizona
$14K -$2.6K -23 -16%
15 16
17
18 19