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Jack Henry & Associates

680 hedge funds and large institutions have $12.1B invested in Jack Henry & Associates in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 242 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

1% more funds holding

Funds holding: 673680 (+7)

2% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$234M)

0.16% more ownership

Funds ownership: 90.57%90.74% (+0.16%)

1% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $10.3M

7% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 261

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
64
Increased
242
Reduced
261
Closed
45
Calls
$10.2M
Puts
$10.3M
Net Calls
-$53K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$31K -$1.76K -9 -5%
BCMLT
602
Beacon Capital Management LLC (Tennessee)
Tennessee
$31K
Pacer Advisors
603
Pacer Advisors
Pennsylvania
$27K +$6.28K +32 +28%
HI
604
Harbour Investments
Wisconsin
$25K
OAJ
605
Ogorek Anthony Joseph
New York
$25K
TWA
606
TCI Wealth Advisors
Arizona
$23K +$785 +4 +3%
AF
607
Arrow Financial
New York
$22K
VCM
608
Vigilant Capital Management
Maine
$21K +$7.65K +39 +53%
BTI
609
Blue Trust Inc
Georgia
$21K +$17.5K +89 +356%
LCM
610
Logan Capital Management
Pennsylvania
$21K +$22.9K +117 New
CWM
611
Castle Wealth Management
Florida
$19K
LS
612
Livforsakringsbolaget Skandia
Sweden
$18K -$78.5K -400 -80%
SSG
613
Summit Securities Group
New York
$18K -$10.6K -54 -36%
JWA
614
JFS Wealth Advisors
Pennsylvania
$18K -$1.96K -10 -9%
ZIG
615
Zullo Investment Group
Pennsylvania
$17K +$2.55K +13 +16%
MA
616
MUFG Americas
New York
$15K
VCM
617
Versant Capital Management
Arizona
$15K
HFM
618
Harvest Fund Management
China
$14K -$105K -533 -87%
HFS
619
Hantz Financial Services
Michigan
$14K
UFF
620
USA Financial Formulas
Michigan
$13K -$134K -684 -90%
BIA
621
Bell Investment Advisors
California
$13K
HWA
622
HHM Wealth Advisors
Tennessee
$12K -$3.33K -17 -21%
CT
623
Caldwell Trust
Florida
$11.5K
Baillie Gifford & Co
624
Baillie Gifford & Co
United Kingdom
$11K
HNB
625
Huntington National Bank
Ohio
$11K