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Jack Henry & Associates
JKHY

Overview Fund Activity

622 hedge funds and large institutions have $10.8B invested in Jack Henry & Associates in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 244 increasing their positions, 202 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+8
Holders Change %
+1.3%
% of All Funds
10.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
57
Increased
244
Reduced
202
Closed
38
Calls
$11.7M
Puts
$54.4M
Net Calls
-$42.7M
Net Calls Change
-$27M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
$185M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$69.6M
3
Charles Schwab
Charles Schwab
California
$83.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$24.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$84M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
CVA
Ceredex Value Advisors
Florida
$0
3
CBT
Capital Bank & Trust
California
$0
4
TCM
TimesSquare Capital Management
New York
$98.4M
5
Lazard Asset Management
Lazard Asset Management
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
551
Prestige Wealth Management Group
New Jersey
$28K +$1.61K +10 +6%
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
Acadian Asset Management
553
Acadian Asset Management
Massachusetts
$24K +$24K +147 New
OAJ
554
Ogorek Anthony Joseph
New York
$23K – – –
AF
555
Arrow Financial
New York
$20K – – –
JFA
556
JNBA Financial Advisors
Minnesota
$19K +$19K +113 New
HL
557
Harding Loevner
New Jersey
$19K +$19K +115 New
KPCM
558
Kings Point Capital Management
New York
$19K +$19K +116 New
HNB
559
Huntington National Bank
Ohio
$18K – – –
LWM
560
Liberty Wealth Management
California
$18K +$15.5K +92 +613%
GRP
561
Global Retirement Partners
California
$16K +$980 +6 +7%
Group One Trading
562
Group One Trading
Illinois
$16K +$16K +100 New
AWA
563
Arkadios Wealth Advisors
Georgia
$15K -$5K -32 -25%
Fuller & Thaler Asset Management
564
Fuller & Thaler Asset Management
California
$15K – – –
VCM
565
Versant Capital Management
Arizona
$14K – – –
RIM
566
Rockbridge Investment Management
New York
$14K – – –
Canada Pension Plan Investment Board
567
Canada Pension Plan Investment Board
Ontario, Canada
$13K -$1.12M -6,862 -99%
FPFS
568
First Personal Financial Services
North Carolina
$12K -$12K -75 -50%
Baillie Gifford & Co
569
Baillie Gifford & Co
United Kingdom
$12K – – –
DAM
570
Delta Asset Management
Tennessee
$12K – – –
CFA
571
Carroll Financial Associates
North Carolina
$12K +$1.78K +11 +17%
VCM
572
Vigilant Capital Management
Maine
$12K +$12K +72 New
HWA
573
HHM Wealth Advisors
Tennessee
$10K -$35.9K -226 -78%
PCG
574
Private Capital Group
Connecticut
$10K – – –
MA
575
MUFG Americas
New York
$9K +$9K +53 New
21 22
23
24 25