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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
HNB
576
Huntington National Bank
Ohio
$21K +$2.43K +15 +14%
AF
577
Arrow Financial
New York
$20K
HL
578
Harding Loevner
New Jersey
$19K
HNWAG
579
High Net Worth Advisory Group
Florida
$17K +$16.2K +100 New
Canada Pension Plan Investment Board
580
Canada Pension Plan Investment Board
Ontario, Canada
$16K +$2.43K +15 +19%
AF
581
Allworth Financial
California
$16K +$9.87K +61 +174%
SFM
582
Signet Financial Management
New Jersey
$16K +$15.5K +96 New
Fuller & Thaler Asset Management
583
Fuller & Thaler Asset Management
California
$15K
RIM
584
Rockbridge Investment Management
New York
$15K
LF
585
Lee Financial
Texas
$15K +$14.2K +88 New
TWA
586
TCI Wealth Advisors
Arizona
$15K +$14.6K +90 New
VCM
587
Versant Capital Management
Arizona
$14K
Marshall Wace
588
Marshall Wace
United Kingdom
$14K +$13.4K +83 New
CT
589
Cambridge Trust
Massachusetts
$14K +$13.8K +85 New
DAM
590
Delta Asset Management
Tennessee
$13K
FPFS
591
First Personal Financial Services
North Carolina
$13K
Baillie Gifford & Co
592
Baillie Gifford & Co
United Kingdom
$12K
VCM
593
Vigilant Capital Management
Maine
$12K
HWA
594
HHM Wealth Advisors
Tennessee
$11K
RG
595
Retirement Group
California
$11K +$10.2K +63 New
FCG
596
Financial Connections Group
California
$11K +$10.8K +67 New
CT
597
Caldwell Trust
Florida
$10.5K -$24.3K -150 -70%
CFA
598
Carroll Financial Associates
North Carolina
$10K -$1.78K -11 -15%
PCG
599
Private Capital Group
Connecticut
$10K
BIA
600
Bell Investment Advisors
California
$10K +$486 +3 +6%

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.