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Jack Henry & Associates

652 hedge funds and large institutions have $10.9B invested in Jack Henry & Associates in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 233 increasing their positions, 223 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 627652 (+25)

4% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 223

1% more capital invested

Capital invested by funds: $10.8B → $10.9B (+$86.3M)

0.81% less ownership

Funds ownership: 89.58%88.77% (-0.81%)

70% less call options, than puts

Call options by funds: $4.91M | Put options by funds: $16.3M

Holders
652
Holders Change
+25
Holders Change %
+3.99%
% of All Funds
10.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
88
Increased
233
Reduced
223
Closed
56
Calls
$4.91M
Puts
$16.3M
Net Calls
-$11.4M
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
551
Column Capital Advisors
Indiana
$42K
EWM
552
Endurance Wealth Management
Rhode Island
$42K
SCA
553
Stonebridge Capital Advisors
Minnesota
$42K
WWM
554
Wolff Wiese Magana
California
$42K
GWS
555
Glassman Wealth Services
Virginia
$39K +$3.56K +22 +11%
FAG
556
Fortitude Advisory Group
Washington
$39K +$37.9K +234 New
National Bank of Canada
557
National Bank of Canada
Quebec, Canada
$39K +$38K +235 New
DSC
558
Duncker Streett & Co
Missouri
$38K
QC
559
Quent Capital
New York
$37K +$35.9K +222 New
AIM
560
Anchor Investment Management
South Carolina
$35.9K
QCG
561
Quadrant Capital Group
Ohio
$35K +$809 +5 +2%
BWM
562
BerganKDV Wealth Management
Minnesota
$32K -$486 -3 -2%
CFB
563
Cullen/Frost Bankers
Texas
$32K
DFCM
564
Dark Forest Capital Management
Puerto Rico
$30K -$56.6K -350 -66%
GAM
565
Gemmer Asset Management
California
$29K
BA
566
Bivin & Associates
Oklahoma
$28K +$27.5K +170 New
FNBOSM
567
First National Bank of South Miami
Florida
$27K +$25.9K +160 New
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$26K
CWS
569
Confluence Wealth Services
Pennsylvania
$26K +$25.4K +157 New
KPCM
570
Kings Point Capital Management
New York
$25K +$5.18K +32 +28%
CA
571
CoreCap Advisors
Michigan
$25K +$23.8K +147 New
HI
572
Harbour Investments
Wisconsin
$24K -$138K -853 -86%
PWMG
573
Prestige Wealth Management Group
New Jersey
$24K -$5.18K -32 -18%
OAJ
574
Ogorek Anthony Joseph
New York
$23K
MA
575
MUFG Americas
New York
$23K +$13.4K +83 +157%

JKHY Hedge Fund Activity: Q4 2021 in Review

652 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2021, worth a combined $10.9B — up 0.8% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new JKHY positions and 56 closed out — a net gain of 32 holders — while 233 added to existing stakes and 223 trimmed.

The largest buyer was APG Asset Management, adding an estimated $63.1M. The largest seller was Capital World Investors, exiting entirely with an estimated $222M sold.

  • 652 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2021, up from 627 in Q3 2021.
  • Funds reported $10.9B of Jack Henry & Associates stock for Q4 2021, up 0.8% quarter-over-quarter.
  • 88 funds opened new Jack Henry & Associates positions in Q4 2021 and 56 closed out, a net change of +32 holders.
  • The largest Jack Henry & Associates buyer in Q4 2021 was APG Asset Management, an estimated $63.1M added.
  • The largest Jack Henry & Associates seller in Q4 2021 was Capital World Investors, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2021.