We are live on ! Find out more
JKHY icon

Jack Henry & Associates

673 hedge funds and large institutions have $11.8B invested in Jack Henry & Associates in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 57

2% more funds holding

Funds holding: 659673 (+14)

10% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 230

4% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $8.3M

0% less ownership

Funds ownership: 90.57%90.57% (-0%)

8% less capital invested

Capital invested by funds: $12.9B → $11.8B (-$1.05B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
673
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
11.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
83
Increased
252
Reduced
230
Closed
57
Calls
$8.67M
Puts
$8.3M
Net Calls
+$369K
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
501
Beaumont Financial Advisors
Massachusetts
$265K
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$265K +$48.9K +261 +22%
CAI
503
Capital Advisors Inc
Oklahoma
$264K +$749 +4 +0.3%
BWL
504
Bogart Wealth LLC
Virginia
$261K +$272K +1,450 New
EF
505
Empirical Finance
Pennsylvania
$256K +$39.7K +212 +17%
LFA
506
Legacy Financial Advisors
Kentucky
$254K -$148K -789 -36%
HPC
507
HM Payson & Co
Maine
$254K +$5.43K +29 +2%
CMBA
508
C.M. Bidwell & Associates
Hawaii
$253K -$5.8K -31 -2%
CWP
509
Curated Wealth Partners
California
$247K +$255K +1,363 New
Vontobel Holding
510
Vontobel Holding
Switzerland
$245K +$31.1K +166 +14%
CS
511
Comerica Securities
Michigan
$237K +$2.43K +13 +1%
MC
512
Moors & Cabot
Massachusetts
$237K +$6.74K +36 +3%
SWA
513
SFMG Wealth Advisors
Texas
$235K -$268K -1,430 -52%
HC
514
Hourglass Capital
Texas
$234K +$243K +1,299 New
BMSSC
515
B. Metzler seel. Sohn & Co
Germany
$233K -$110K -585 -31%
HCM
516
Hollencrest Capital Management
California
$222K
NF
517
Nikulski Financial
Iowa
$220K
DWP
518
Destiny Wealth Partners
Florida
$216K +$125K +665 +124%
CG
519
Caprock Group
Idaho
$216K +$225K +1,202 New
CCA
520
Checchi Capital Advisers
California
$215K +$194K +1,035 New
ONB
521
Old National Bancorp
Indiana
$215K +$223K +1,192 New
Walleye Capital
522
Walleye Capital
New York
$215K +$224K +1,194 New
BFG
523
Berger Financial Group
Minnesota
$208K
AWM
524
Axxcess Wealth Management
California
$207K -$234K -1,248 -52%
DADC
525
D.A. Davidson & Co
Montana
$205K