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Jack Henry & Associates

619 hedge funds and large institutions have $10.9B invested in Jack Henry & Associates in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 249 increasing their positions, 209 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

19% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 209

8% more capital invested

Capital invested by funds: $10.1B → $10.9B (+$823M)

2.5% more ownership

Funds ownership: 87.75%90.25% (+2.5%)

0% more funds holding

Funds holding: 616619 (+3)

44% less call options, than puts

Call options by funds: $19.9M | Put options by funds: $35.6M

Holders
619
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
53
Increased
249
Reduced
209
Closed
43
Calls
$19.9M
Puts
$35.6M
Net Calls
-$15.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
451
Advisors Asset Management
Colorado
$307K +$89.8K +562 +43%
ASN
452
Advisory Services Network
Georgia
$305K +$1.28K +8 +0.4%
CM
453
Capula Management
Cayman Islands
$302K +$295K +1,845 New
CWM
454
Curi Wealth Management
North Carolina
$296K
WAM
455
World Asset Management
Michigan
$294K -$7.99K -50 -3%
NAS
456
Nicolet Advisory Services
Wisconsin
$294K
T
457
TRUADVICE
Florida
$291K +$264K +1,655 New
WA
458
Wealth Alliance
New York
$289K -$3.83K -24 -1%
CII
459
Capital International Inc
California
$288K -$22.2K -139 -7%
HWMA
460
Heritage Wealth Management (Arizona)
Arizona
$288K +$85.9K +538 +44%
PP
461
Paloma Partners
Connecticut
$285K -$143K -895 -34%
MCM
462
Marathon Capital Management
Maryland
$284K
JMFC
463
J.M. Forbes & Co
Massachusetts
$280K
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$279K -$1.44K -9 -0.5%
DZ Bank
465
DZ Bank
Germany
$270K
JF
466
Jump Financial
Illinois
$269K -$655K -4,103 -71%
AFWM
467
AMJ Financial Wealth Management
Virginia
$268K
CI Investments Inc
468
CI Investments Inc
Ontario, Canada
$268K +$64.4K +403 +33%
CC
469
Centiva Capital
New York
$268K +$261K +1,636 New
APP
470
Alpha Paradigm Partners
Illinois
$267K +$261K +1,631 New
HIS
471
Harvest Investment Services
Illinois
$267K +$261K +1,635 New
Bessemer Group
472
Bessemer Group
New Jersey
$263K -$143K -892 -36%
DHFB
473
Dixon Hubard Feinour & Brown
Virginia
$262K -$256K -1,605 -50%
BFA
474
Beaumont Financial Advisors
Massachusetts
$258K
MPPW
475
Mitchell & Pahl Private Wealth
Oklahoma
$258K +$252K +1,577 New

JKHY Hedge Fund Activity: Q2 2021 in Review

619 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2021, worth a combined $10.9B — up 8.1% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JKHY positions and 43 closed out — a net gain of 10 holders — while 249 added to existing stakes and 209 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $154M. The largest seller was Ameriprise, cutting an estimated $79M.

  • 619 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2021, up from 616 in Q1 2021.
  • Funds reported $10.9B of Jack Henry & Associates stock for Q2 2021, up 8.1% quarter-over-quarter.
  • 53 funds opened new Jack Henry & Associates positions in Q2 2021 and 43 closed out, a net change of +10 holders.
  • The largest Jack Henry & Associates buyer in Q2 2021 was Vaughan Nelson Investment Management, an estimated $154M added.
  • The largest Jack Henry & Associates seller in Q2 2021 was Ameriprise, an estimated $79M sold.

Based on aggregated 13F filings for Q2 2021.