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Jack Henry & Associates

652 hedge funds and large institutions have $10.9B invested in Jack Henry & Associates in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 233 increasing their positions, 223 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 627652 (+25)

4% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 223

1% more capital invested

Capital invested by funds: $10.8B → $10.9B (+$86.3M)

0.81% less ownership

Funds ownership: 89.58%88.77% (-0.81%)

70% less call options, than puts

Call options by funds: $4.91M | Put options by funds: $16.3M

Holders
652
Holders Change
+25
Holders Change %
+3.99%
% of All Funds
10.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
88
Increased
233
Reduced
223
Closed
56
Calls
$4.91M
Puts
$16.3M
Net Calls
-$11.4M
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
401
Mount Yale Investment Advisors
Colorado
$534K -$9.22K -57 -2%
PI
402
PineBridge Investments
New York
$523K +$507K +3,131 New
BRWM
403
B. Riley Wealth Management
Tennessee
$518K +$10.2K +63 +2%
Cerity Partners
404
Cerity Partners
New York
$516K +$500K +3,091 New
CAAS
405
Capital Asset Advisory Services
Michigan
$503K +$30.1K +186 +7%
E
406
Ergoteles
New York
$487K +$141K +869 +42%
IIM
407
Ipswich Investment Management
Massachusetts
$475K -$19.1K -118 -4%
DBRC
408
D.B. Root & Company
Pennsylvania
$475K +$6.96K +43 +2%
SFG
409
Steward Financial Group
Texas
$465K +$451K +2,788 New
SO
410
STRS Ohio
Ohio
$464K -$11.5K -71 -2%
VIA
411
Vident Investment Advisory
Georgia
$457K +$12.3K +76 +3%
SWA
412
SFMG Wealth Advisors
Texas
$456K -$108K -670 -20%
LWAC
413
Laurel Wealth Advisors (California)
California
$456K +$442K +2,731 New
AAM
414
Advisors Asset Management
Colorado
$450K +$69.1K +427 +19%
PIM
415
Penobscot Investment Management
Massachusetts
$449K
William Blair & Company
416
William Blair & Company
Illinois
$447K -$3.08K -19 -0.7%
DCM
417
Donaldson Capital Management
Indiana
$446K +$7.44K +46 +2%
CWM
418
CIBC World Markets
New York
$441K -$251K -1,549 -37%
BCV
419
Banque Cantonale Vaudoise
Switzerland
$434K
NFG
420
Next Financial Group
Texas
$434K +$47.9K +296 +13%
TW
421
TrinityPoint Wealth
Connecticut
$432K +$2.75K +17 +0.7%
LA
422
LVW Advisors
New York
$427K -$77.2K -477 -16%
Swedbank
423
Swedbank
Sweden
$423K
TIS
424
Tortoise Index Solutions
Kansas
$421K +$12.8K +79 +3%
CFGS
425
Concourse Financial Group Securities
Alabama
$421K +$31.7K +196 +8%

JKHY Hedge Fund Activity: Q4 2021 in Review

652 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2021, worth a combined $10.9B — up 0.8% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new JKHY positions and 56 closed out — a net gain of 32 holders — while 233 added to existing stakes and 223 trimmed.

The largest buyer was APG Asset Management, adding an estimated $63.1M. The largest seller was Capital World Investors, exiting entirely with an estimated $222M sold.

  • 652 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2021, up from 627 in Q3 2021.
  • Funds reported $10.9B of Jack Henry & Associates stock for Q4 2021, up 0.8% quarter-over-quarter.
  • 88 funds opened new Jack Henry & Associates positions in Q4 2021 and 56 closed out, a net change of +32 holders.
  • The largest Jack Henry & Associates buyer in Q4 2021 was APG Asset Management, an estimated $63.1M added.
  • The largest Jack Henry & Associates seller in Q4 2021 was Capital World Investors, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2021.