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Jack Henry & Associates

680 hedge funds and large institutions have $12.1B invested in Jack Henry & Associates in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 242 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

1% more funds holding

Funds holding: 673680 (+7)

2% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$234M)

0.16% more ownership

Funds ownership: 90.57%90.74% (+0.16%)

1% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $10.3M

7% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 261

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
11.71%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
64
Increased
242
Reduced
261
Closed
45
Calls
$10.2M
Puts
$10.3M
Net Calls
-$53K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
501
Astoria Portfolio Advisors
New York
$273K
CIM
502
Contravisory Investment Management
Massachusetts
$272K
SIA
503
Schechter Investment Advisors
Michigan
$270K -$12.9K -66 -4%
BWL
504
Bogart Wealth LLC
Virginia
$270K +$6.67K +34 +2%
BFA
505
Beaumont Financial Advisors
Massachusetts
$269K
CAI
506
Capital Advisors Inc
Oklahoma
$269K
HPC
507
HM Payson & Co
Maine
$267K +$11K +56 +4%
CM
508
Capula Management
Cayman Islands
$264K +$284K +1,450 New
LFA
509
Legacy Financial Advisors
Kentucky
$263K +$6.08K +31 +2%
Millennium Management
510
Millennium Management
New York
$255K -$9.15M -46,666 -97%
OTPPB
511
Ontario Teachers' Pension Plan Board
Ontario, Canada
$255K +$274K +1,397 New
OWA
512
One Wealth Advisors
California
$254K +$273K +1,391 New
ASN
513
Advisory Services Network
Georgia
$252K -$55.9K -285 -17%
MA
514
Mutual Advisors
Nebraska
$250K +$269K +1,371 New
CWP
515
Curated Wealth Partners
California
$249K
AWM
516
Apollon Wealth Management
South Carolina
$248K -$67.9K -346 -20%
SFO
517
Stokes Family Office
Louisiana
$247K +$266K +1,355 New
CS
518
Comerica Securities
Michigan
$242K +$1.96K +10 +0.8%
ECG
519
Edge Capital Group
Georgia
$237K -$2.8M -14,256 -92%
SWA
520
SFMG Wealth Advisors
Texas
$236K
HCM
521
Hollencrest Capital Management
California
$235K +$10.2K +52 +4%
KCM
522
Kathmere Capital Management
Pennsylvania
$231K +$249K +1,268 New
QT
523
Quantamental Technologies
New York
$230K -$987K -5,031 -80%
AWM
524
Axxcess Wealth Management
California
$228K +$19.8K +101 +9%
MC
525
Moors & Cabot
Massachusetts
$227K -$14.3K -73 -6%