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Jack Henry & Associates
JKHY

Overview Fund Activity

641 hedge funds and large institutions have $11.2B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 227 increasing their positions, 236 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.11%
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
227
Reduced
236
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$533M
2
Amundi
Amundi
France
$198M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$91.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$61M

Top Sellers

1
SP
Sarasin & Partners
United Kingdom
$0
2
Invesco
Invesco
Georgia
$161M
3
BlackRock
BlackRock
New York
$1.21B
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.45B
5
Citadel Advisors
Citadel Advisors
Florida
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$302K +$71K +424 +31%
MC
452
Machina Capital
France
$301K -$117K -701 -28%
AIMCA
453
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$301K – – –
PGWM
454
Pitti Group Wealth Management
New York
$301K – – –
LNB
455
Ledyard National Bank
$289K – – –
RCAG
456
Rehmann Capital Advisory Group
Michigan
$288K -$669 -4 -0.2%
OWA
457
One Wealth Advisors
California
$287K -$9.37K -56 -3%
PA
458
Parallel Advisors
California
$283K -$68.5K -409 -19%
MCM
459
Morton Capital Management
California
$282K +$11.9K +71 +4%
CAM
460
Cresset Asset Management
Illinois
$279K +$279K +1,670 New
TSS
461
Two Sigma Securities
New York
$278K -$287K -1,717 -51%
EI
462
Ethic Inc
New York
$275K +$275K +1,643 New
GSEP
463
Golden State Equity Partners
California
$271K +$271K +1,620 New
DWM
464
Dakota Wealth Management
Florida
$265K -$41K -245 -13%
TMAM
465
Tokio Marine Asset Management
Japan
$264K +$34.8K +208 +15%
SC
466
Schoolcraft Capital
Colorado
$263K +$263K +1,570 New
WTB
467
Washington Trust Bank
Washington
$263K – – –
MA
468
Mutual Advisors
Nebraska
$262K +$9.54K +57 +4%
CAI
469
Capital Advisors Inc
Oklahoma
$261K +$15.9K +95 +6%
QPW
470
Quantum Private Wealth
Florida
$261K – – –
SP
471
Symmetry Partners
Connecticut
$261K – – –
MFAM
472
Motley Fool Asset Management
Virginia
$255K +$255K +1,526 New
WB
473
WesBanco Bank
West Virginia
$255K – – –
BFA
474
Beaumont Financial Advisors
Massachusetts
$249K +$2.51K +15 +1%
BWL
475
Bogart Wealth LLC
Virginia
$249K -$1.51K -9 -0.6%
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