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Jack Henry & Associates

645 hedge funds and large institutions have $11.3B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $12.8M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $10B → $11.3B (+$1.24B)

0.4% less ownership

Funds ownership: 93.13%92.73% (-0.4%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

10% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 84

2% less funds holding

Funds holding: 656645 (-11)

Holders
645
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
76
Increased
229
Reduced
238
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
C
526
Covestor
United Kingdom
$133K +$34.7K +223 +39%
CSPIA
527
Cary Street Partners Investment Advisory
Virginia
$132K -$29.1K -187 -19%
DAC
528
Dividend Assets Capital
South Carolina
$130K
LSA
529
Leonteq Securities AG
Switzerland
$125K -$1.87K -12 -2%
FCA
530
FinTrust Capital Advisors
South Carolina
$123K
AF
531
Advisornet Financial
Minnesota
$109K -$156 -1 -0.2%
FHA
532
First Horizon Advisors
Tennessee
$103K +$25.5K +164 +36%
WPA
533
West Paces Advisors
Georgia
$97.9K
MTIC
534
Missouri Trust & Investment Company
Missouri
$96.2K +$31.1K +200 +53%
JWM
535
Janiczek Wealth Management
Colorado
$92.7K +$16.5K +106 +24%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$87.5K +$3.58K +23 +5%
HIA
537
Harbor Investment Advisory
Maryland
$85.8K -$6.85K -44 -8%
GRP
538
Global Retirement Partners
California
$84.3K +$19.8K +127 +34%
ME
539
McIlrath & Eck
Washington
$83.7K
UM
540
UniSuper Management
Australia
$83.7K +$77.8K +500 New
Bessemer Group
541
Bessemer Group
New Jersey
$83K -$410K -2,637 -84%
SIM
542
Sentry Investment Management
Wisconsin
$81K
BC
543
Bartlett & Co
Ohio
$79K +$73.2K +470 New
BCWM
544
Bartlett & Co Wealth Management
Ohio
$78.6K +$73.2K +470 New
SC
545
SouthState Corp
Florida
$78.5K
First Manhattan
546
First Manhattan
New York
$77.1K
PIAS
547
PCA Investment Advisory Services
Ohio
$70.2K +$65.2K +419 New
FBC
548
Fairfield, Bush & Co
Connecticut
$68.6K +$63.8K +410 New
QCG
549
Quadrant Capital Group
Ohio
$67.1K -$9.18K -59 -13%
HCM
550
Hollencrest Capital Management
California
$66.6K