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Jack Henry & Associates
JKHY

Overview Fund Activity

630 hedge funds and large institutions have $10.2B invested in Jack Henry & Associates in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-11
Holders Change %
-1.72%
% of All Funds
10.04%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
57
Increased
216
Reduced
248
Closed
63
Calls
$33.1M
Puts
$16.9M
Net Calls
+$16.2M
Net Calls Change
-$31.9M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$104M
4
Invesco
Invesco
Georgia
$167M
5
SSA
Schonfeld Strategic Advisors
New York
$19.3M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.85M
2
Goldman Sachs
Goldman Sachs
New York
$80.7M
3
IIM
INTECH Investment Management
Florida
$6.34M
4
JAM
Jupiter Asset Management
United Kingdom
$36M
5
Parnassus Investments
Parnassus Investments
California
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
601
Glassman Wealth Services
Virginia
$5.59K +$151 +1 +3%
WTG
602
West Tower Group
Virginia
$5.44K +$5.44K +36 New
SCA
603
Stuart Chaussee & Associates
California
$5.14K – – –
SHIM
604
Stone House Investment Management
Pennsylvania
$4.4K +$4.4K +29 New
TJHA
605
Thomas J. Herzfeld Advisors
Florida
$4.38K – – –
DAM
606
Delta Asset Management
Tennessee
$3.78K -$3.78K -25 -50%
SCA
607
Stonebridge Capital Advisors
Minnesota
$3.78K – – –
WPWM
608
Western Pacific Wealth Management
Illinois
$3.17K – – –
EARNEST Partners
609
EARNEST Partners
Georgia
$3.17K – – –
IFAM
610
Institutional & Family Asset Management
Colorado
$3.02K – – –
GKIM
611
GW&K Investment Management
Massachusetts
$3K – – –
CSB
612
City State Bank
Iowa
$3K – – –
IRC
613
Investors Research Corp
Georgia
$2.87K – – –
LC
614
Lindbrook Capital
California
$2.72K -$1.81K -12 -40%
LFG
615
Larson Financial Group
Missouri
$2.57K +$453 +3 +21%
FMP
616
Financial Management Professionals
Texas
$2K – – –
SOW
617
State of Wyoming
Wyoming
$1.97K +$1.06K +7 +117%
GFPC
618
Global Financial Private Client
Florida
$1.95K – – –
CWC
619
Carolinas Wealth Consulting
North Carolina
$1.85K -$5.82K -41 -76%
APC
620
Aspire Private Capital
North Carolina
$1.81K – – –
IHWM
621
Iron Horse Wealth Management
Iowa
$1.66K – – –
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$1.66K +$1.66K +11 New
LIM
623
Longfellow Investment Management
Massachusetts
$1.06K – – –
ADL
624
Asset Dedication LLC
California
$1K – – –
CWP
625
Concord Wealth Partners
Virginia
$907 – – –
23 24
25
26 27