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Jack Henry & Associates

453 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, 140 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $726K

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

12% more capital invested

Capital invested by funds: $7.13B → $7.98B (+$845M)

6% more funds holding

Funds holding: 428453 (+25)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.26% less ownership

Funds ownership: 89.65%88.39% (-1.3%)

18% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 170

Holders
453
Holders Change
+25
Holders Change %
+5.84%
% of All Funds
10.27%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
140
Reduced
170
Closed
36
Calls
$2.85M
Puts
$726K
Net Calls
+$2.13M
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$55K -$120K -1,077 -69%
CG
402
Cutler Group
California
$51K -$91.6K -820 -65%
EWM
403
Endurance Wealth Management
Rhode Island
$50K
FANJ
404
Financial Architects (New Jersey)
New Jersey
$49K -$14.6K -131 -24%
TL
405
TrueWealth LLC
Georgia
$49K +$47K +421 New
SMG
406
Spectrum Management Group
Indiana
$47K
AssetMark Inc
407
AssetMark Inc
California
$47K +$1.23K +11 +3%
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$47K +$45.1K +404 New
OFW
409
Omnia Family Wealth
Florida
$43K
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$43K +$2.57K +23 +7%
DSC
411
Duncker Streett & Co
Missouri
$40K
HIIFS
412
Harel Insurance Investments & Financial Services
Israel
$38K +$22.3K +200 +159%
FPFS
413
First Personal Financial Services
North Carolina
$35K -$10.6K -95 -24%
STA
414
Summit Trail Advisors
New York
$35K +$33K +295 New
DCM
415
Delpha Capital Management
New York
$35K +$33.8K +303 New
OC
416
Oakworth Capital
Alabama
$34K
CPP
417
Crow Point Partners
Massachusetts
$32K
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$29K +$670 +6 +3%
OWA
419
One Wealth Advisors
California
$26K +$25.2K +226 New
BBHC
420
Brown Brothers Harriman & Co
New York
$25K
QCG
421
Quadrant Capital Group
Ohio
$21K -$447 -4 -2%
EWM
422
Evercore Wealth Management
New York
$20K
GAM
423
Gemmer Asset Management
California
$20K
AS
424
Altshuler Shaham
Israel
$19K +$18.2K +163 New
OAJ
425
Ogorek Anthony Joseph
New York
$16K +$15.9K +142 New