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Jack Henry & Associates

490 hedge funds and large institutions have $8.94B invested in Jack Henry & Associates in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 180 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $7.68M

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

8% more capital invested

Capital invested by funds: $8.29B → $8.94B (+$649M)

3% more funds holding

Funds holding: 477490 (+13)

6% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 170

0.24% more ownership

Funds ownership: 88.77%89.01% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
490
Holders Change
+13
Holders Change %
+2.73%
% of All Funds
11.22%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
180
Reduced
170
Closed
31
Calls
$12.6M
Puts
$7.68M
Net Calls
+$4.92M
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
401
Fuller & Thaler Asset Management
California
$142K
QI
402
QS Investors
New York
$131K
S
403
SignatureFD
Georgia
$123K +$47.4K +382 +68%
FL
404
Fort LP
Maryland
$122K +$116K +935 New
RCAG
405
Rehmann Capital Advisory Group
Michigan
$118K +$7.82K +63 +7%
CWM
406
Cornerstone Wealth Management
Missouri
$114K +$1.85M +14,889 New
TRCT
407
Tower Research Capital (TRC)
New York
$109K -$923K -7,439 -90%
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$108K +$37.5K +302 +57%
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
$108K +$103K +830 New
PCP
410
Proficio Capital Partners
Massachusetts
$107K +$868 +7 +0.9%
AWM
411
Aevitas Wealth Management
Massachusetts
$104K
SFG
412
SevenBridge Financial Group
Pennsylvania
$103K
MFW
413
Mosaic Family Wealth
Missouri
$85K
GT
414
Glenmede Trust
Pennsylvania
$82K -$81.6K -658 -51%
LWM
415
Lenox Wealth Management
Ohio
$78K +$20.3K +164 +38%
GRP
416
Global Retirement Partners
California
$69K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$67K +$1.99K +16 +3%
HI
418
Hudock Inc
Pennsylvania
$58K +$55.8K +450 New
GFP
419
Gryphon Financial Partners
Ohio
$56K +$53.5K +431 New
OIA
420
OneDigital Investment Advisors
Kansas
$54K
EWM
421
Endurance Wealth Management
Rhode Island
$53K -$3.1K -25 -6%
FANJ
422
Financial Architects (New Jersey)
New Jersey
$52K -$496 -4 -1%
SMG
423
Spectrum Management Group
Indiana
$52K
WAM
424
Wealthspire Advisors (Maryland)
Maryland
$50K +$16.9K +136 +55%
CWA
425
Clarus Wealth Advisors
Arizona
$49K +$50.2K +405 New

JKHY Hedge Fund Activity: Q2 2018 in Review

490 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2018, worth a combined $8.94B — up 7.8% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new JKHY positions and 31 closed out — a net gain of 17 holders — while 180 added to existing stakes and 170 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.1M. The largest seller was Arrowstreet Capital, cutting an estimated $36.7M.

  • 490 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2018, up from 477 in Q1 2018.
  • Funds reported $8.94B of Jack Henry & Associates stock for Q2 2018, up 7.8% quarter-over-quarter.
  • 48 funds opened new Jack Henry & Associates positions in Q2 2018 and 31 closed out, a net change of +17 holders.
  • The largest Jack Henry & Associates buyer in Q2 2018 was Vanguard Group, an estimated $28.1M added.
  • The largest Jack Henry & Associates seller in Q2 2018 was Arrowstreet Capital, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2018.