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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
AT
501
Arvest Trust
Oklahoma
$203K +$196K +1,214 New
KPWS
502
Kestra Private Wealth Services
Texas
$203K +$197K +1,217 New
Assenagon Asset Management
503
Assenagon Asset Management
Luxembourg
$201K -$2.86M -17,696 -94%
LS
504
Livforsakringsbolaget Skandia
Sweden
$200K
EWA
505
EverSource Wealth Advisors
Alabama
$198K +$192K +1,188 New
Fifth Third Bancorp
506
Fifth Third Bancorp
Ohio
$187K +$63.3K +391 +53%
LSA
507
Leonteq Securities AG
Switzerland
$182K -$6.15K -38 -3%
AIP
508
Ameritas Investment Partners
Nebraska
$176K
VNA
509
Valley National Advisers
Pennsylvania
$174K +$168K +1,041 New
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$168K +$162K +1,004 New
CMBA
511
C.M. Bidwell & Associates
Hawaii
$160K +$150K +924 +2,497%
S
512
SignatureFD
Georgia
$158K -$2.91K -18 -2%
EIP
513
Ellis Investment Partners
Pennsylvania
$157K
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K -$324 -2 -0.2%
AF
515
Advisornet Financial
Minnesota
$148K +$29.3K +181 +26%
WI
516
Wahed Invest
New York
$147K +$143K +883 New
SWM
517
Spire Wealth Management
Virginia
$135K +$54.9K +339 +72%
DAC
518
Dividend Assets Capital
South Carolina
$129K -$16.2K -100 -11%
FCA
519
FinTrust Capital Advisors
South Carolina
$126K
APA
520
American Portfolios Advisors
New York
$118K +$32.7K +202 +40%
SC
521
SouthState Corp
Florida
$115K -$135K -832 -55%
SIM
522
Sentry Investment Management
Wisconsin
$113K
HIA
523
Harbor Investment Advisory
Maryland
$113K +$104K +640 +1,882%
GC
524
Garde Capital
Washington
$108K
HA
525
Homestead Advisers
Virginia
$105K +$24.3K +150 +31%

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.