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Jack Henry & Associates

645 hedge funds and large institutions have $11.3B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $12.8M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $10B → $11.3B (+$1.24B)

0.4% less ownership

Funds ownership: 93.13%92.73% (-0.4%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

10% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 84

2% less funds holding

Funds holding: 656645 (-11)

Holders
645
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
76
Increased
229
Reduced
238
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
451
Nicolet Advisory Services
Wisconsin
$312K +$17K +109 +6%
KeyBank National Association
452
KeyBank National Association
Ohio
$307K -$135K -867 -32%
NPA
453
Nichols & Pratt Advisers
Massachusetts
$306K
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$302K +$66K +424 +31%
MC
455
Machina Capital
France
$301K -$109K -701 -28%
AIMCA
456
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$301K
PGWM
457
Pitti Group Wealth Management
New York
$301K
LNB
458
Ledyard National Bank
$289K
RCAG
459
Rehmann Capital Advisory Group
Michigan
$288K -$623 -4 -0.2%
OWA
460
One Wealth Advisors
California
$287K -$8.72K -56 -3%
PA
461
Parallel Advisors
California
$283K -$63.7K -409 -19%
MCM
462
Morton Capital Management
California
$282K +$11.1K +71 +4%
CAM
463
Cresset Asset Management
Illinois
$279K +$260K +1,670 New
TSS
464
Two Sigma Securities
New York
$278K -$267K -1,717 -51%
EI
465
Ethic Inc
New York
$275K +$256K +1,643 New
GSEP
466
Golden State Equity Partners
California
$271K +$252K +1,620 New
DWM
467
Dakota Wealth Management
Florida
$265K -$38.1K -245 -13%
TMAM
468
Tokio Marine Asset Management
Japan
$264K +$32.4K +208 +15%
SC
469
Schoolcraft Capital
Colorado
$263K +$244K +1,570 New
WTB
470
Washington Trust Bank
Washington
$263K
MA
471
Mutual Advisors
Nebraska
$262K +$8.87K +57 +4%
CAI
472
Capital Advisors Inc
Oklahoma
$261K +$14.8K +95 +6%
QPW
473
Quantum Private Wealth
Florida
$261K
SP
474
Symmetry Partners
Connecticut
$261K
MFAM
475
Motley Fool Asset Management
Virginia
$255K +$238K +1,526 New