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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
FFA
551
Farther Finance Advisors
California
$64.8K
AWM
552
Atticus Wealth Management
Florida
$59.4K
LWP
553
Lumature Wealth Partners
Georgia
$57.9K -$623 -4 -1%
CFD
554
Creative Financial Designs
Indiana
$52.1K +$5.14K +33 +12%
BAAM
555
Baker Avenue Asset Management
California
$48.9K -$156 -1 -0.3%
RTC
556
Riverview Trust Company
Washington
$48.9K
CCA
557
Column Capital Advisors
Indiana
$42.5K
EWM
558
Endurance Wealth Management
Rhode Island
$42K
CAL
559
Capital Advisors Ltd
Ohio
$40K +$37K +238 New
GTAM
560
Global Trust Asset Management
Florida
$37.8K -$10.1K -65 -22%
QC
561
Quent Capital
New York
$37.7K +$156 +1 +0.4%
AIM
562
Anchor Investment Management
South Carolina
$36K
AS
563
AM Squared
Hong Kong
$33.5K -$342K -2,200 -92%
SIC
564
SJS Investment Consulting
Ohio
$32.8K +$467 +3 +2%
OLVIG
565
Oliver Lagore Vanvalin Investment Group
Michigan
$29.3K
Loomis, Sayles & Company
566
Loomis, Sayles & Company
Massachusetts
$29K -$29K -186 -51%
HFS
567
Hantz Financial Services
Michigan
$29K
BWM
568
BerganKDV Wealth Management
Minnesota
$28.4K
CCA
569
Catalyst Capital Advisors
New York
$26.8K +$24.9K +160 New
BCMLT
570
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.9K
VSQM
571
V-Square Quantitative Management
Illinois
$24.4K +$22.7K +146 New
TWP
572
TFO Wealth Partners
Ohio
$23.8K
PPC
573
Park Place Capital
Alabama
$23.1K -$4.83K -31 -18%
OAJ
574
Ogorek Anthony Joseph
New York
$23K
PWMG
575
Prestige Wealth Management Group
New Jersey
$22.1K -$10.4K -67 -34%