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Jack Henry & Associates

659 hedge funds and large institutions have $12.9B invested in Jack Henry & Associates in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 228 increasing their positions, 251 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

23% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 57

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$1.96B)

1.8% more ownership

Funds ownership: 88.77%90.57% (+1.8%)

1% more funds holding

Funds holding: 652659 (+7)

9% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 251

47% less call options, than puts

Call options by funds: $6.11M | Put options by funds: $11.5M

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.39%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
70
Increased
228
Reduced
251
Closed
57
Calls
$6.11M
Puts
$11.5M
Net Calls
-$5.42M
Net Calls Change
+$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
601
HHM Wealth Advisors
Tennessee
$12K
Simplex Trading
602
Simplex Trading
Illinois
$10K +$8.92K +51 New
WTA
603
Washington Trust Advisors
Massachusetts
$9K -$350 -2 -4%
CWC
604
Carolinas Wealth Consulting
North Carolina
$8K
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$8K
ST
606
Smithfield Trust
Pennsylvania
$8K
SA
607
SRH Advisors
Kansas
$8K
LC
608
Lindbrook Capital
California
$8K +$5.77K +33 +413%
AW
609
Alaethes Wealth
Nevada
$8K +$7.17K +41 New
CAL
610
Capital Analysts LLC
Pennsylvania
$7K
CFN
611
Cordasco Financial Network
Florida
$7K
HWA
612
Heritage Wealth Advisors
Virginia
$7K
SCA
613
Stuart Chaussee & Associates
California
$7K
SLWA
614
San Luis Wealth Advisors
California
$7K +$7.34K +42 New
CFO
615
CVA Family Office
Colorado
$6K
MCM
616
MV Capital Management
Maryland
$6K
SSG
617
Summit Securities Group
New York
$6K +$5.42K +31 New
SCA
618
Stonebridge Capital Advisors
Minnesota
$5K -$39.3K -225 -90%
LPWM
619
Lake Point Wealth Management
Texas
$5K
CI
620
Cordant Inc
Oregon
$5K +$4.37K +25 New
TFO
621
Tarbox Family Office
California
$4K -$3.32K -19 -48%
EARNEST Partners
622
EARNEST Partners
Georgia
$4K
IFAM
623
Institutional & Family Asset Management
Colorado
$4K
SBL
624
Sargent Bickham Lagudis
Colorado
$4K
LTI
625
Laffer Tengler Investments
Tennessee
$3.55K +$3.15K +18 New

JKHY Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2022, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JKHY positions and 57 closed out — a net gain of 13 holders — while 228 added to existing stakes and 251 trimmed.

The largest buyer was APG Asset Management, adding an estimated $477M. The largest seller was Sarasin & Partners, cutting an estimated $105M.

  • 659 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2022, up from 652 in Q4 2021.
  • Funds reported $12.9B of Jack Henry & Associates stock for Q1 2022, up 18% quarter-over-quarter.
  • 70 funds opened new Jack Henry & Associates positions in Q1 2022 and 57 closed out, a net change of +13 holders.
  • The largest Jack Henry & Associates buyer in Q1 2022 was APG Asset Management, an estimated $477M added.
  • The largest Jack Henry & Associates seller in Q1 2022 was Sarasin & Partners, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2022.