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Jack Henry & Associates

659 hedge funds and large institutions have $12.9B invested in Jack Henry & Associates in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 228 increasing their positions, 251 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

23% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 57

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$1.96B)

1.8% more ownership

Funds ownership: 88.77%90.57% (+1.8%)

1% more funds holding

Funds holding: 652659 (+7)

9% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 251

47% less call options, than puts

Call options by funds: $6.11M | Put options by funds: $11.5M

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.39%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
70
Increased
228
Reduced
251
Closed
57
Calls
$6.11M
Puts
$11.5M
Net Calls
-$5.42M
Net Calls Change
+$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
401
Icon Wealth Partners
Texas
$610K -$72.9K -417 -12%
EP
402
Edgestream Partners
New Jersey
$604K +$536K +3,067 New
LSC
403
Lyon Street Capital
California
$591K -$525K -3,000 -50%
WCM
404
Wedge Capital Management
North Carolina
$586K -$88.7K -507 -15%
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$571K -$75.9K -434 -13%
EWA
406
EverSource Wealth Advisors
Alabama
$567K +$295K +1,688 +142%
SCA
407
Snowden Capital Advisors
New York
$565K +$65.1K +372 +15%
IIM
408
Ipswich Investment Management
Massachusetts
$561K
AWM
409
Avior Wealth Management
Nebraska
$556K -$97.2K -556 -16%
ACM
410
AlphaCrest Capital Management
New York
$552K -$717K -4,102 -59%
SFG
411
Steward Financial Group
Texas
$548K -$1.05K -6 -0.2%
Canada Pension Plan Investment Board
412
Canada Pension Plan Investment Board
Ontario, Canada
$544K +$467K +2,668 +2,808%
SWA
413
SFMG Wealth Advisors
Texas
$539K
PIM
414
Penobscot Investment Management
Massachusetts
$522K -$7K -40 -1%
MPPW
415
Mitchell & Pahl Private Wealth
Oklahoma
$520K +$56.5K +323 +14%
LA
416
LVW Advisors
New York
$516K +$10.8K +62 +2%
XT
417
XTX Topco
Cayman Islands
$515K +$457K +2,615 New
BCV
418
Banque Cantonale Vaudoise
Switzerland
$513K
TW
419
TrinityPoint Wealth
Connecticut
$511K +$700 +4 +0.2%
Swedbank
420
Swedbank
Sweden
$497K
JF
421
JSF Financial
California
$496K +$441K +2,519 New
HI
422
Horizon Investments
North Carolina
$489K +$434K +2,480 New
BA
423
Bridgewater Advisors
New York
$482K +$9.44K +54 +2%
AWM
424
Axxcess Wealth Management
California
$472K +$179K +1,025 +75%
MCM
425
MAI Capital Management
Ohio
$461K -$175 -1 -0%

JKHY Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2022, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JKHY positions and 57 closed out — a net gain of 13 holders — while 228 added to existing stakes and 251 trimmed.

The largest buyer was APG Asset Management, adding an estimated $477M. The largest seller was Sarasin & Partners, cutting an estimated $105M.

  • 659 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2022, up from 652 in Q4 2021.
  • Funds reported $12.9B of Jack Henry & Associates stock for Q1 2022, up 18% quarter-over-quarter.
  • 70 funds opened new Jack Henry & Associates positions in Q1 2022 and 57 closed out, a net change of +13 holders.
  • The largest Jack Henry & Associates buyer in Q1 2022 was APG Asset Management, an estimated $477M added.
  • The largest Jack Henry & Associates seller in Q1 2022 was Sarasin & Partners, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2022.