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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
Manulife (Manufacturers Life Insurance)
601
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35K -$1.96M -12,091 -18%
Loomis, Sayles & Company
602
Loomis, Sayles & Company
Massachusetts
$9K
GWM
603
Geneos Wealth Management
Colorado
$9K +$2.27K +14 +31%
FGAM
604
Financial Gravity Asset Management
Texas
$8.23K +$830K +5,127 +10,254%
WTA
605
Washington Trust Advisors
Massachusetts
$8K +$7.44K +46 New
CWC
606
Carolinas Wealth Consulting
North Carolina
$7K
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$7K
ST
608
Smithfield Trust
Pennsylvania
$7K
SA
609
SRH Advisors
Kansas
$7K
TFO
610
Tarbox Family Office
California
$7K
MFAM
611
Motley Fool Asset Management
Virginia
$7K +$6.8K +42 New
PMFA
612
Plante Moran Financial Advisors
Michigan
$6K -$1.46K -9 -21%
CAL
613
Capital Analysts LLC
Pennsylvania
$6K
CFN
614
Cordasco Financial Network
Florida
$6K
HWA
615
Heritage Wealth Advisors
Virginia
$6K
SCA
616
Stuart Chaussee & Associates
California
$6K
MCM
617
MV Capital Management
Maryland
$5K +$2.1K +13 +72%
EI
618
Ellevest Inc
New York
$5K +$4.37K +27 New
CFO
619
CVA Family Office
Colorado
$5K +$5.02K +31 New
EARNEST Partners
620
EARNEST Partners
Georgia
$4K
LPWM
621
Lake Point Wealth Management
Texas
$4K
SBL
622
Sargent Bickham Lagudis
Colorado
$4K
ZIG
623
Zullo Investment Group
Pennsylvania
$4K +$4.21K +26 New
IFAM
624
Institutional & Family Asset Management
Colorado
$3K -$178K -1,099 -98%
AssetMark Inc
625
AssetMark Inc
California
$3K

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.