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Jack Henry & Associates

673 hedge funds and large institutions have $11.8B invested in Jack Henry & Associates in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 57

2% more funds holding

Funds holding: 659673 (+14)

10% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 230

4% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $8.3M

0% less ownership

Funds ownership: 90.57%90.57% (-0%)

8% less capital invested

Capital invested by funds: $12.9B → $11.8B (-$1.05B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
673
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
11.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
83
Increased
252
Reduced
230
Closed
57
Calls
$8.67M
Puts
$8.3M
Net Calls
+$369K
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
601
Pacer Advisors
Pennsylvania
$21K -$951K -5,077 -98%
HMS
602
Hanseatic Management Services
New Mexico
$21K +$22.1K +118 New
JWA
603
JFS Wealth Advisors
Pennsylvania
$20K +$4.68K +25 +29%
FAM
604
Fred Alger Management
New York
$20K +$20.8K +111 New
CWM
605
Castle Wealth Management
Florida
$18K +$19.1K +102 New
DFCM
606
Dark Forest Capital Management
Puerto Rico
$17K +$17.4K +93 New
PCG
607
Private Capital Group
Connecticut
$16K +$2.06K +11 +14%
RIM
608
Rockbridge Investment Management
New York
$15.7K
MA
609
MUFG Americas
New York
$15K
VCM
610
Versant Capital Management
Arizona
$15K
ZIG
611
Zullo Investment Group
Pennsylvania
$15K +$562 +3 +4%
HWA
612
HHM Wealth Advisors
Tennessee
$15K +$3.37K +18 +29%
FPFS
613
First Personal Financial Services
North Carolina
$14K
HFS
614
Hantz Financial Services
Michigan
$14K
RG
615
Retirement Group
California
$14K
BC
616
Bartlett & Co
Ohio
$14K +$14.4K +77 New
BCWM
617
Bartlett & Co Wealth Management
Ohio
$13.9K +$14.4K +77 New
BIA
618
Bell Investment Advisors
California
$13K +$13.1K +70 New
VCM
619
Vigilant Capital Management
Maine
$13K +$13.9K +74 New
FCG
620
Financial Connections Group
California
$12K
CT
621
Caldwell Trust
Florida
$11.3K
HNB
622
Huntington National Bank
Ohio
$11K -$3.37K -18 -23%
Baillie Gifford & Co
623
Baillie Gifford & Co
United Kingdom
$11K -$1.69K -9 -13%
Bank of Montreal
624
Bank of Montreal
Ontario, Canada
$9.52K +$2.24M +11,977 +30%
LC
625
Lindbrook Capital
California
$9K +$1.69K +9 +22%