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Jack Henry & Associates

624 hedge funds and large institutions have $12.7B invested in Jack Henry & Associates in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 216 increasing their positions, 238 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 34

38% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $10.8M

19% more capital invested

Capital invested by funds: $10.7B → $12.7B (+$2B)

6% more funds holding

Funds holding: 586624 (+38)

0.07% more ownership

Funds ownership: 90.26%90.33% (+0.07%)

9% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 238

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
624
Holders Change
+38
Holders Change %
+6.48%
% of All Funds
12.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
77
Increased
216
Reduced
238
Closed
34
Calls
$14.9M
Puts
$10.8M
Net Calls
+$4.09M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
576
Delta Asset Management
Tennessee
$14K -$2.27K -13 -15%
SL
577
Savior LLC
Massachusetts
$14K
VFA
578
Valeo Financial Advisors
Indiana
$13K +$2.09K +12 +20%
PCM
579
Prelude Capital Management
New York
$13K +$12.2K +70 New
BCWM
580
Bartlett & Co Wealth Management
Ohio
$12.1K
BC
581
Bartlett & Co
Ohio
$12K
AWA
582
Arkadios Wealth Advisors
Georgia
$11.9K +$7.67K +44 +200%
CHC
583
City Holding Co
West Virginia
$11K
RWA
584
Ropes Wealth Advisors
Massachusetts
$11K
CI
585
CX Institutional
Indiana
$11K +$6.97K +40 +182%
CFA
586
Carroll Financial Associates
North Carolina
$10K +$5.4K +31 +129%
EI
587
Ellevest Inc
New York
$10K +$9.76K +56 New
GWM
588
Geneos Wealth Management
Colorado
$9K -$6.62K -38 -42%
SIS
589
Sound Income Strategies
Florida
$9K
TFO
590
Tarbox Family Office
California
$9K +$2.96K +17 +52%
SLF
591
Sun Life Financial
Ontario, Canada
$8K -$174 -1 -2%
CMBA
592
C.M. Bidwell & Associates
Hawaii
$7K
SA
593
SRH Advisors
Kansas
$7K
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$7K +$523 +3 +9%
IFAM
595
Institutional & Family Asset Management
Colorado
$6K -$2.62K -15 -33%
CFN
596
Cordasco Financial Network
Florida
$6K
AF
597
Allworth Financial
California
$5K -$697 -4 -13%
HH
598
HWG Holdings
Texas
$5K +$4.53K +26 New
EARNEST Partners
599
EARNEST Partners
Georgia
$4K
HNB
600
Huntington National Bank
Ohio
$4K

JKHY Hedge Fund Activity: Q2 2020 in Review

624 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2020, worth a combined $12.7B — up 19% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JKHY positions and 34 closed out — a net gain of 43 holders — while 216 added to existing stakes and 238 trimmed.

The largest buyer was Wedge Capital Management, adding an estimated $54.6M. The largest seller was Capital World Investors, cutting an estimated $140M.

  • 624 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2020, up from 586 in Q1 2020.
  • Funds reported $12.7B of Jack Henry & Associates stock for Q2 2020, up 19% quarter-over-quarter.
  • 77 funds opened new Jack Henry & Associates positions in Q2 2020 and 34 closed out, a net change of +43 holders.
  • The largest Jack Henry & Associates buyer in Q2 2020 was Wedge Capital Management, an estimated $54.6M added.
  • The largest Jack Henry & Associates seller in Q2 2020 was Capital World Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2020.