JKHY icon

Jack Henry & Associates
JKHY

Overview Fund Activity

514 hedge funds and large institutions have $11.2B invested in Jack Henry & Associates in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 164 increasing their positions, 202 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+26
Holders Change %
+5.33%
% of All Funds
11.77%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
61
Increased
164
Reduced
202
Closed
32
Calls
$9.51M
Puts
$10.4M
Net Calls
-$866K
Net Calls Change
-$5.79M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.1B
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$313M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$110M
4
Capital Research Global Investors
Capital Research Global Investors
California
$80M
5
Federated Hermes
Federated Hermes
Pennsylvania
$59.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$223M
2
SB
Simmons Bank
Arkansas
$607K
3
ACM
Atlanta Capital Management
Georgia
$327M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$342M
5
CCM
Copeland Capital Management
Pennsylvania
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
451
Wilbanks Smith & Thomas Asset Management
Virginia
$65K +$65K +408 New
SMG
452
Spectrum Management Group
Indiana
$64K – – –
EWM
453
Endurance Wealth Management
Rhode Island
$61K -$4K -25 -6%
OFW
454
Omnia Family Wealth
Florida
$59K – – –
CWA
455
Clarus Wealth Advisors
Arizona
$58K -$6.89K -43 -11%
FANJ
456
Financial Architects (New Jersey)
New Jersey
$57K -$6.92K -43 -11%
DSC
457
Duncker Streett & Co
Missouri
$55K – – –
FPFS
458
First Personal Financial Services
North Carolina
$55K – – –
CAW
459
Cornerstone Advisors (Washington)
Washington
$53K +$5.27K +33 +11%
AIM
460
Anchor Investment Management
South Carolina
$52K – – –
WAM
461
Wealthspire Advisors (Maryland)
Maryland
$50K -$11.6K -72 -19%
FAM
462
Fred Alger Management
New York
$50K +$32.7K +206 +189%
OC
463
Oakworth Capital
Alabama
$46K – – –
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$45K -$7.85K -49 -15%
DWM
465
Destination Wealth Management
California
$36K +$36K +222 New
HIIFS
466
Harel Insurance Investments & Financial Services
Israel
$34K -$4.65K -29 -12%
OWA
467
One Wealth Advisors
California
$33K – – –
FHA
468
First Horizon Advisors
Tennessee
$32K -$459 -3 -1%
Fuller & Thaler Asset Management
469
Fuller & Thaler Asset Management
California
$30K -$142K -900 -83%
AC
470
Avestar Capital
New York
$28K -$9.59K -63 -26%
GAM
471
Gemmer Asset Management
California
$28K – – –
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$27K -$17.9K -112 -40%
QCG
473
Quadrant Capital Group
Ohio
$27K -$293 -2 -1%
JA
474
JOYN Advisors
Georgia
$27K +$2.44K +15 +10%
KL
475
KWMG LLC
Kansas
$26K – – –
17 18
19
20 21