We are live on ! Find out more
JKHY icon

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
TFO
576
Tarbox Family Office
California
$7K -$1.6K -10 -20%
CWC
577
Carolinas Wealth Consulting
North Carolina
$7K
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$7K
ST
579
Smithfield Trust
Pennsylvania
$7K
AF
580
Allworth Financial
California
$6K -$16K -100 -74%
CMBA
581
C.M. Bidwell & Associates
Hawaii
$6K
CFN
582
Cordasco Financial Network
Florida
$6K
SA
583
SRH Advisors
Kansas
$6K
SCA
584
Stuart Chaussee & Associates
California
$6K
CAL
585
Capital Analysts LLC
Pennsylvania
$6K +$160 +1 +3%
HIA
586
Harbor Investment Advisory
Maryland
$6K +$3.67K +23 +209%
MCM
587
Manchester Capital Management
Vermont
$6K +$5.59K +35 New
HWA
588
Heritage Wealth Advisors
Virginia
$5.72K
BCA
589
Berman Capital Advisors
Georgia
$5K +$160 +1 +3%
Nisa Investment Advisors
590
Nisa Investment Advisors
Missouri
$4.42K -$288K -1,800 -6%
LPWM
591
Lake Point Wealth Management
Texas
$4K +$3.83K +24 New
LC
592
Lindbrook Capital
California
$4K +$4.15K +26 New
AIG
593
American International Group
New York
$3.76K -$227K -1,422 -6%
AssetMark Inc
594
AssetMark Inc
California
$3K -$951K -5,955 -100%
SBL
595
Sargent Bickham Lagudis
Colorado
$3K -$4.15K -26 -55%
EARNEST Partners
596
EARNEST Partners
Georgia
$3K
HI
597
Hudock Inc
Pennsylvania
$3K
RA
598
Resolute Advisors
California
$3K
GFPC
599
Global Financial Private Client
Florida
$2.14K
APC
600
Aspire Private Capital
North Carolina
$2K

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.