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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
FPFS
551
First Personal Financial Services
North Carolina
$25K -$24K -150 -50%
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$25K
OAJ
553
Ogorek Anthony Joseph
New York
$23K
EBA
554
Eagle Bay Advisors
New York
$22K +$19.3K +121 New
AF
555
Arrow Financial
New York
$20K
AWA
556
Arkadios Wealth Advisors
Georgia
$20K +$18.2K +114 +814%
CFD
557
Creative Financial Designs
Indiana
$19K
HNB
558
Huntington National Bank
Ohio
$18K -$4.63K -29 -21%
SIA
559
SkyView Investment Advisors
New Jersey
$16K
Fuller & Thaler Asset Management
560
Fuller & Thaler Asset Management
California
$15K -$16K -100 -53%
GRP
561
Global Retirement Partners
California
$15K
RIM
562
Rockbridge Investment Management
New York
$14K
VCM
563
Versant Capital Management
Arizona
$14K
SB
564
Strategic Blueprint
Georgia
$14K +$13.6K +85 New
Baillie Gifford & Co
565
Baillie Gifford & Co
United Kingdom
$12K
DAM
566
Delta Asset Management
Tennessee
$12K
CFA
567
Carroll Financial Associates
North Carolina
$10K
CHC
568
City Holding Co
West Virginia
$10K
PCG
569
Private Capital Group
Connecticut
$10K
CP
570
Castleview Partners
Texas
$10K +$9.74K +61 New
SL
571
Savior LLC
Massachusetts
$9K
CFO
572
CVA Family Office
Colorado
$9K +$1.6K +10 +22%
National Pension Service
573
National Pension Service
South Korea
$8K +$799 +5 +12%
WAM
574
Wolverine Asset Management
Illinois
$7K -$323K -2,022 -98%
GWM
575
Geneos Wealth Management
Colorado
$7K -$99.5K -623 -93%

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.