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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
WS
451
Wedbush Securities
California
$327K -$4.21K -26 -1%
KRSITF
452
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$327K +$6.63K +41 +2%
FF
453
FourThought Financial
Florida
$326K -$16.7K -103 -5%
WB
454
WesBanco Bank
West Virginia
$324K
ASN
455
Advisory Services Network
Georgia
$318K -$2.1K -13 -0.7%
FPS
456
Fieldpoint Private Securities
Connecticut
$310K
PA
457
Parallel Advisors
California
$305K -$36.6K -226 -11%
Nomura Holdings
458
Nomura Holdings
Japan
$303K -$146K -902 -33%
CWM
459
Curi Wealth Management
North Carolina
$302K
NAS
460
Nicolet Advisory Services
Wisconsin
$301K
PGWM
461
Pitti Group Wealth Management
New York
$301K +$291K +1,800 New
MWM
462
Modera Wealth Management
New Jersey
$298K +$289K +1,783 New
BRWA
463
B. Riley Wealth Advisors
Florida
$296K +$35.8K +221 +14%
CCIA
464
Campbell & Co Investment Adviser
Maryland
$289K +$280K +1,729 New
EGM
465
Engineers Gate Manager
New York
$286K -$271K -1,675 -49%
WA
466
Wealth Alliance
New York
$285K -$10.2K -63 -4%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$283K +$7.28K +45 +3%
HIS
468
Harvest Investment Services
Illinois
$283K +$11.3K +70 +4%
IC
469
IEQ Capital
California
$279K +$270K +1,668 New
QPW
470
Quantum Private Wealth
Florida
$279K +$271K +1,674 New
CI
471
Cigna Investments
Connecticut
$271K -$109K -676 -29%
MCM
472
Morton Capital Management
California
$270K +$262K +1,617 New
AFWM
473
AMJ Financial Wealth Management
Virginia
$270K -$2.27K -14 -0.9%
CANY
474
Caxton Associates (New York)
New York
$268K +$260K +1,605 New
AC
475
Annandale Capital
Texas
$267K +$259K +1,600 New

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.