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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
BFC
601
Bedel Financial Consulting
Indiana
$2K
BMD
602
Better Money Decisions
New Mexico
$2K
GWS
603
Glassman Wealth Services
Virginia
$2K
LWA
604
Lenox Wealth Advisors
New York
$2K
PMFA
605
Plante Moran Financial Advisors
Michigan
$2K
TJHA
606
Thomas J. Herzfeld Advisors
Florida
$2K
LWM
607
Liberty Wealth Management
California
$2K +$959 +6 +67%
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.44K +9 +180%
FMP
609
Financial Management Professionals
Texas
$2K +$1.6K +10 New
CA
610
Clearstead Advisors
Ohio
$2K +$2.4K +15 New
CWP
611
Concord Wealth Partners
Virginia
$1K
LIM
612
Longfellow Investment Management
Massachusetts
$1K
DWA
613
Delos Wealth Advisors
Texas
$1K +$639 +4 New
1832 Asset Management
614
1832 Asset Management
Ontario, Canada
$1K +$1.12K +7 New
PP
615
Pacifica Partners
Canada
$1K +$1.28K +8 New
PCTC
616
Perkins Coie Trust Company
Washington
$1K +$1.44K +9 New
SWM
617
Selective Wealth Management
Virginia
$1K +$1.44K +9 New
BBHC
618
Brown Brothers Harriman & Co
New York
$107 -$224K -1,400 -68%
Renaissance Technologies
619
Renaissance Technologies
New York
-$11.2M -73,619 Closed
PI
620
PineBridge Investments
New York
-$9.43M -62,140 Closed
AIM
621
Aigen Investment Management
New York
-$3.35M -22,062 Closed
Connor, Clark & Lunn Investment Management (CC&L)
622
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.5M -16,491 Closed
IAA
623
Independent Advisor Alliance
North Carolina
-$1.82M -12,022 Closed
CC
624
Cipher Capital
New York
-$1.43M -9,450 Closed
CANY
625
Caxton Associates (New York)
New York
-$1.2M -7,911 Closed

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.