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Jack Henry & Associates

477 hedge funds and large institutions have $8.29B invested in Jack Henry & Associates in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 181 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $3.56M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 453477 (+24)

4% more capital invested

Capital invested by funds: $7.98B → $8.29B (+$311M)

0.38% more ownership

Funds ownership: 88.39%88.77% (+0.38%)

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 181

Holders
477
Holders Change
+24
Holders Change %
+5.3%
% of All Funds
10.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
46
Increased
164
Reduced
181
Closed
19
Calls
$5.07M
Puts
$3.56M
Net Calls
+$1.51M
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$129K
QI
402
QS Investors
New York
$121K -$134K -1,100 -52%
RCAG
403
Rehmann Capital Advisory Group
Michigan
$102K +$103K +845 New
PCP
404
Proficio Capital Partners
Massachusetts
$98K
AWM
405
Aevitas Wealth Management
Massachusetts
$97K
SFG
406
SevenBridge Financial Group
Pennsylvania
$95K -$29.3K -241 -23%
APP
407
Avantax Planning Partners
Iowa
$89K +$90K +740 New
CIM
408
Chiron Investment Management
New York
$86K +$6.93K +57 +9%
MFW
409
Mosaic Family Wealth
Missouri
$79K
S
410
SignatureFD
Georgia
$68K +$68.6K +564 New
AIM
411
Anchor Investment Management
South Carolina
$66.5K
GRP
412
Global Retirement Partners
California
$64K -$51.2K -421 -44%
C
413
Cerebellum
California
$63K -$108K -892 -63%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$63K +$15K +123 +30%
KA
415
Kaizen Advisory
Illinois
$60K -$1.2M -9,892 -95%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$60K
JA
417
JOYN Advisors
Georgia
$56K +$55.8K +459 New
LWM
418
Lenox Wealth Management
Ohio
$52K -$740K -6,088 -93%
EWM
419
Endurance Wealth Management
Rhode Island
$52K
OIA
420
OneDigital Investment Advisors
Kansas
$51K +$50.8K +418 New
CG
421
Cutler Group
California
$49K -$3.77K -31 -7%
FANJ
422
Financial Architects (New Jersey)
New Jersey
$48K -$1.95K -16 -4%
SMG
423
Spectrum Management Group
Indiana
$48K
OFW
424
Omnia Family Wealth
Florida
$44K
IIC
425
Integrated Investment Consultants
Michigan
$44K +$44.2K +363 New

JKHY Hedge Fund Activity: Q1 2018 in Review

477 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2018, worth a combined $8.29B — up 3.9% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new JKHY positions and 19 closed out — a net gain of 27 holders — while 164 added to existing stakes and 181 trimmed.

The largest buyer was Capital World Investors, adding an estimated $57.4M. The largest seller was Janus Henderson Group, cutting an estimated $57.2M.

  • 477 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2018, up from 453 in Q4 2017.
  • Funds reported $8.29B of Jack Henry & Associates stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 46 funds opened new Jack Henry & Associates positions in Q1 2018 and 19 closed out, a net change of +27 holders.
  • The largest Jack Henry & Associates buyer in Q1 2018 was Capital World Investors, an estimated $57.4M added.
  • The largest Jack Henry & Associates seller in Q1 2018 was Janus Henderson Group, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2018.