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Jack Henry & Associates

619 hedge funds and large institutions have $10.9B invested in Jack Henry & Associates in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 249 increasing their positions, 209 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

19% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 209

8% more capital invested

Capital invested by funds: $10.1B → $10.9B (+$823M)

2.5% more ownership

Funds ownership: 87.75%90.25% (+2.5%)

0% more funds holding

Funds holding: 616619 (+3)

44% less call options, than puts

Call options by funds: $19.9M | Put options by funds: $35.6M

Holders
619
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
53
Increased
249
Reduced
209
Closed
43
Calls
$19.9M
Puts
$35.6M
Net Calls
-$15.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
526
Graves Light Lenhart Wealth
Virginia
$65K
LWP
527
Lumature Wealth Partners
Georgia
$61K
FHA
528
First Horizon Advisors
Tennessee
$58K
PMAS
529
PNC Managed Account Solutions
Texas
$58K +$57K +357 New
HA
530
Homestead Advisers
Virginia
$50K +$49.2K +308 New
RE
531
RBC Europe
United Kingdom
$49.1K
GTAM
532
Global Trust Asset Management
Florida
$48K
RTC
533
Riverview Trust Company
Washington
$48K
HWA
534
HHM Wealth Advisors
Tennessee
$47K +$6.23K +39 +16%
TFM
535
TFC Financial Management
Massachusetts
$46K
CCA
536
Column Capital Advisors
Indiana
$45K +$3.67K +23 +9%
T
537
TOBAM
France
$43K
EWM
538
Endurance Wealth Management
Rhode Island
$40K
PCM
539
Penserra Capital Management
California
$40K +$10.2K +64 +35%
DSC
540
Duncker Streett & Co
Missouri
$37K
CT
541
Caldwell Trust
Florida
$34.8K
WWM
542
Wolff Wiese Magana
California
$34K +$2.88K +18 +10%
BWM
543
BerganKDV Wealth Management
Minnesota
$32K
CFB
544
Cullen/Frost Bankers
Texas
$31K -$1.44K -9 -4%
FHC
545
First Horizon Corporation
Tennessee
$31K -$639 -4 -2%
QCG
546
Quadrant Capital Group
Ohio
$30K -$160 -1 -0.5%
GAM
547
Gemmer Asset Management
California
$29K
PWMG
548
Prestige Wealth Management Group
New Jersey
$27K +$639 +4 +3%
CI
549
CX Institutional
Indiana
$26K +$5.59K +35 +28%
AIM
550
Anchor Investment Management
South Carolina
$25.3K -$17.6K -110 -42%

JKHY Hedge Fund Activity: Q2 2021 in Review

619 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2021, worth a combined $10.9B — up 8.1% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JKHY positions and 43 closed out — a net gain of 10 holders — while 249 added to existing stakes and 209 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $154M. The largest seller was Ameriprise, cutting an estimated $79M.

  • 619 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2021, up from 616 in Q1 2021.
  • Funds reported $10.9B of Jack Henry & Associates stock for Q2 2021, up 8.1% quarter-over-quarter.
  • 53 funds opened new Jack Henry & Associates positions in Q2 2021 and 43 closed out, a net change of +10 holders.
  • The largest Jack Henry & Associates buyer in Q2 2021 was Vaughan Nelson Investment Management, an estimated $154M added.
  • The largest Jack Henry & Associates seller in Q2 2021 was Ameriprise, an estimated $79M sold.

Based on aggregated 13F filings for Q2 2021.