We are live on ! Find out more
JKHY icon

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
WB
476
WesBanco Bank
West Virginia
$255K
BFA
477
Beaumont Financial Advisors
Massachusetts
$249K +$2.33K +15 +1%
BWL
478
Bogart Wealth LLC
Virginia
$249K -$1.4K -9 -0.6%
O
479
Ossiam
France
$245K +$19.9K +128 +10%
LNC
480
Lincoln National Corp
Pennsylvania
$243K +$226K +1,450 New
CII
481
Capital International Inc
California
$234K -$4.2K -27 -2%
Two Sigma Advisers
482
Two Sigma Advisers
New York
$234K -$22.9M -146,900 -99%
AA
483
AlphaCentric Advisors
Puerto Rico
$234K -$16.7K -107 -7%
ECG
484
Edge Capital Group
Georgia
$231K
MA
485
MJP Associates
Connecticut
$230K +$214K +1,372 New
CWP
486
Curated Wealth Partners
California
$228K
ONB
487
Old National Bancorp
Indiana
$227K -$26.9K -173 -11%
DA
488
Detalus Advisors
Missouri
$227K
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$225K -$623 -4 -0.3%
TWM
490
Thrive Wealth Management
Pennsylvania
$223K +$207K +1,333 New
HPC
491
HM Payson & Co
Maine
$221K
KHC
492
Koesten Hirschmann & Crabtree
Kansas
$218K
SWA
493
SFMG Wealth Advisors
Texas
$218K +$203K +1,303 New
ATC
494
Argent Trust Co
Tennessee
$215K +$200K +1,287 New
HI
495
Horizon Investments
North Carolina
$211K +$10.9K +70 +6%
CS
496
Comerica Securities
Michigan
$210K +$196K +1,257 New
AAM
497
Aureus Asset Management
Massachusetts
$208K +$194K +1,246 New
BPA
498
Beacon Pointe Advisors
California
$206K +$192K +1,231 New
IEFM
499
IQ EQ Fund Management
Ireland
$205K +$191K +1,228 New
KWM
500
Kolinsky Wealth Management
New Jersey
$205K +$192K +1,233 New