JKHY icon

Jack Henry & Associates
JKHY

Overview Fund Activity

555 hedge funds and large institutions have $9.7B invested in Jack Henry & Associates in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 228 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
12.03%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
60
Increased
228
Reduced
174
Closed
52
Calls
$12.7M
Puts
$4.12M
Net Calls
+$8.6M
Net Calls Change
-$2.86M

Top Buyers

1
Invesco
Invesco
Georgia
$231M
2
AllianceBernstein
AllianceBernstein
Tennessee
$79.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$172M
4
BlackRock
BlackRock
New York
$1.06B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$46.8M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$6.16M
3
Morgan Stanley
Morgan Stanley
New York
$40M
4
FCM
Frontier Capital Management
Massachusetts
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
476
Omnia Family Wealth
Florida
$51K +$416 +3 +0.8%
FANJ
477
Financial Architects (New Jersey)
New Jersey
$49K -$139 -1 -0.3%
EWM
478
Endurance Wealth Management
Rhode Island
$49K – – –
FPFS
479
First Personal Financial Services
North Carolina
$48K – – –
DSC
480
Duncker Streett & Co
Missouri
$47K – – –
AIM
481
Anchor Investment Management
South Carolina
$45.1K – – –
WAM
482
Wealthspire Advisors (Maryland)
Maryland
$45K +$5.97K +43 +15%
ASN
483
Advisory Services Network
Georgia
$45K +$11.2K +82 +33%
RTC
484
Riverview Trust Company
Washington
$41K – – –
CAW
485
Cornerstone Advisors (Washington)
Washington
$40K -$2.89K -21 -7%
OC
486
Oakworth Capital
Alabama
$40K – – –
LFA
487
Legacy Financial Advisors
Kentucky
$38K +$6.4K +46 +20%
GRP
488
Global Retirement Partners
California
$32K -$41.2K -300 -56%
GAM
489
Gemmer Asset Management
California
$32K +$8.07K +59 +34%
DWM
490
Destination Wealth Management
California
$31K +$138 +1 +0.4%
GLI
491
Guardian Life Insurance
New York
$30K – – –
CIA
492
CSat Investment Advisory
Michigan
$30K +$3.85K +28 +15%
EWM
493
Executive Wealth Management
Michigan
$29K -$550 -4 -2%
CAM
494
Cresset Asset Management
Illinois
$29K +$26.5K +194 +1,078%
FHA
495
First Horizon Advisors
Tennessee
$28K – – –
Fuller & Thaler Asset Management
496
Fuller & Thaler Asset Management
California
$26K – – –
AC
497
Avestar Capital
New York
$25K -$387 -3 -2%
FHA
498
Flagship Harbor Advisors
Massachusetts
$25K +$25K +186 New
EIM
499
Essex Investment Management
Massachusetts
$24K -$22.2K -160 -48%
TL
500
TrueWealth LLC
Georgia
$24K – – –
18 19
20
21 22