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Jack Henry & Associates

659 hedge funds and large institutions have $12.9B invested in Jack Henry & Associates in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 228 increasing their positions, 251 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

23% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 57

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$1.96B)

1.8% more ownership

Funds ownership: 88.77%90.57% (+1.8%)

1% more funds holding

Funds holding: 652659 (+7)

9% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 251

47% less call options, than puts

Call options by funds: $6.11M | Put options by funds: $11.5M

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.39%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
70
Increased
228
Reduced
251
Closed
57
Calls
$6.11M
Puts
$11.5M
Net Calls
-$5.42M
Net Calls Change
+$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$238K +$35.9K +205 +20%
KPWS
502
Kestra Private Wealth Services
Texas
$237K -$2.45K -14 -1%
LS
503
Livforsakringsbolaget Skandia
Sweden
$236K
PFO
504
Pathstone Family Office
New Jersey
$234K -$18K -103 -8%
CCP
505
Corient Capital Partners
California
$234K +$208K +1,188 New
Vontobel Holding
506
Vontobel Holding
Switzerland
$233K -$15.6K -89 -7%
MGP
507
Metis Global Partners
California
$231K +$205K +1,173 New
BPC
508
Banque Pictet & Cie
Switzerland
$228K -$148K -846 -42%
BFG
509
Berger Financial Group
Minnesota
$228K +$202K +1,156 New
IRF
510
IBM Retirement Fund
New York
$227K -$12.9K -74 -6%
DADC
511
D.A. Davidson & Co
Montana
$225K +$199K +1,140 New
LA
512
Legacy Advisors
Pennsylvania
$217K +$193K +1,102 New
MA
513
Mutual Advisors
Nebraska
$217K +$193K +1,103 New
CAN
514
Cetera Advisor Networks
California
$208K +$184K +1,055 New
AG
515
AIA Group
Hong Kong
$206K +$72.7K +416 +66%
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$204K -$14.9K -85 -8%
S
517
SignatureFD
Georgia
$203K +$14.5K +83 +9%
VNA
518
Valley National Advisers
Pennsylvania
$200K -$4.55K -26 -2%
GT
519
Greenleaf Trust
Michigan
$200K +$178K +1,016 New
WA
520
WestEnd Advisors
North Carolina
$197K
EIP
521
Ellis Investment Partners
Pennsylvania
$186K
FDCDDQ
522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$184K
AIP
523
Ameritas Investment Partners
Nebraska
$183K -$21.7K -124 -12%
ED
524
Exane Derivatives
France
$181K -$443K -2,535 -73%
C
525
Covestor
United Kingdom
$172K +$71.9K +411 +89%

JKHY Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2022, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JKHY positions and 57 closed out — a net gain of 13 holders — while 228 added to existing stakes and 251 trimmed.

The largest buyer was APG Asset Management, adding an estimated $477M. The largest seller was Sarasin & Partners, cutting an estimated $105M.

  • 659 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2022, up from 652 in Q4 2021.
  • Funds reported $12.9B of Jack Henry & Associates stock for Q1 2022, up 18% quarter-over-quarter.
  • 70 funds opened new Jack Henry & Associates positions in Q1 2022 and 57 closed out, a net change of +13 holders.
  • The largest Jack Henry & Associates buyer in Q1 2022 was APG Asset Management, an estimated $477M added.
  • The largest Jack Henry & Associates seller in Q1 2022 was Sarasin & Partners, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2022.