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Jack Henry & Associates

645 hedge funds and large institutions have $11.3B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $12.8M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $10B → $11.3B (+$1.24B)

0.4% less ownership

Funds ownership: 93.13%92.73% (-0.4%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

10% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 84

2% less funds holding

Funds holding: 656645 (-11)

Holders
645
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
76
Increased
229
Reduced
238
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
601
Carolinas Wealth Consulting
North Carolina
$9.04K
BTI
602
Blue Trust Inc
Georgia
$9K -$44.1K -283 -82%
BIA
603
Bell Investment Advisors
California
$8.53K +$467 +3 +6%
DAM
604
Delta Asset Management
Tennessee
$8.37K
MA
605
MCF Advisors
Kentucky
$8.37K
FA
606
Fiduciary Alliance
South Carolina
$8.37K +$7.78K +50 New
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$8.2K
NCM
608
Northwest Capital Management
Oregon
$8.2K +$7.63K +49 New
AF
609
Allworth Financial
California
$7.36K
ST
610
Smithfield Trust
Pennsylvania
$7K
AP
611
Arlington Partners
Alabama
$6.86K
CMBA
612
C.M. Bidwell & Associates
Hawaii
$6.19K
GWS
613
Glassman Wealth Services
Virginia
$6.02K -$31.3K -201 -85%
SA
614
SRH Advisors
Kansas
$5.88K
SCA
615
Stuart Chaussee & Associates
California
$5.69K
KFI
616
Key Financial Inc
Pennsylvania
$5.69K +$5.29K +34 New
LC
617
Lindbrook Capital
California
$5.02K +$934 +6 +25%
TJHA
618
Thomas J. Herzfeld Advisors
Florida
$4.85K
SCA
619
Stonebridge Capital Advisors
Minnesota
$4.18K -$778 -5 -17%
SF
620
Safeguard Financial
Wisconsin
$4K +$4.2K +27 New
FGAM
621
Financial Gravity Asset Management
Texas
$3.69K +$2.49K +16 +11%
EARNEST Partners
622
EARNEST Partners
Georgia
$3.51K
WPWM
623
Western Pacific Wealth Management
Illinois
$3.51K
IFAM
624
Institutional & Family Asset Management
Colorado
$3.35K
IRC
625
Investors Research Corp
Georgia
$3.18K