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Jack Henry & Associates
JKHY

Overview Fund Activity

582 hedge funds and large institutions have $10.7B invested in Jack Henry & Associates in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 240 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-12
Holders Change %
-2.02%
% of All Funds
12.86%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
68
Increased
180
Reduced
240
Closed
71
Calls
$16.9M
Puts
$11.5M
Net Calls
+$5.34M
Net Calls Change
-$2.27M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$144M
2
Franklin Resources
Franklin Resources
California
$51.5M
3
APG Asset Management
APG Asset Management
Netherlands
$41.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.51B
5
RG
Rathbones Group
United Kingdom
$32M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$1.37M
2
ACM
Atlanta Capital Management
Georgia
$137M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$142M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$157M
5
Morgan Stanley
Morgan Stanley
New York
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
526
Global Retirement Partners
California
$14K – – –
GWM
527
Geneos Wealth Management
Colorado
$13K -$21.7K -150 -63%
CFGS
528
Concourse Financial Group Securities
Alabama
$13K -$9.83K -62 -43%
VCM
529
Versant Capital Management
Arizona
$12K – – –
SL
530
Savior LLC
Massachusetts
$12K – – –
PHK
531
Point72 Hong Kong
Hong Kong
$12K +$12K +75 New
BCWM
532
Bartlett & Co Wealth Management
Ohio
$10.2K – – –
CHC
533
City Holding Co
West Virginia
$10K – – –
VFA
534
Valeo Financial Advisors
Indiana
$10K +$2.46K +15 +33%
BC
535
Bartlett & Co
Ohio
$10K +$10K +66 New
CFFP
536
Center for Financial Planning
Michigan
$10K +$10K +67 New
RWA
537
Ropes Wealth Advisors
Massachusetts
$9K +$9K +61 New
FGAM
538
Financial Gravity Asset Management
Texas
$8.32K -$4.77K -31 -36%
SIS
539
Sound Income Strategies
Florida
$8K – – –
LSA
540
Lion Street Advisors
Texas
$8K +$8K +54 New
IFAM
541
Institutional & Family Asset Management
Colorado
$7K – – –
SLF
542
Sun Life Financial
Ontario, Canada
$7K +$298 +2 +4%
OAM
543
Optimal Asset Management
California
$7K +$4.75K +30,582 +211%
SA
544
SRH Advisors
Kansas
$6K – – –
BWM
545
BerganKDV Wealth Management
Minnesota
$6K – – –
CMBA
546
C.M. Bidwell & Associates
Hawaii
$6K – – –
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$5K -$9.14K -64 -65%
ETC
548
Exchange Traded Concepts
Oklahoma
$5K -$667 -4 -12%
AF
549
Allworth Financial
California
$5K – – –
CFN
550
Cordasco Financial Network
Florida
$5K – – –
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