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Jack Henry & Associates
JKHY

Overview Fund Activity

682 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+52
Holders Change %
+8.25%
% of All Funds
10%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
105
Increased
218
Reduced
266
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.07B
2
TD Asset Management
TD Asset Management
Ontario, Canada
$89M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$56.7M
4
Marshall Wace
Marshall Wace
United Kingdom
$50.9M
5
APG Asset Management
APG Asset Management
Netherlands
$580M

Top Sellers

1
BlackRock
BlackRock
New York
$1.01B
2
Parnassus Investments
Parnassus Investments
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$263M
4
Amundi
Amundi
France
$176M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCG
601
Transcendent Capital Group
Oklahoma
$24.3K +$24.3K +149 New
CA
602
Clearstead Advisors
Ohio
$23.7K -$21.7K -133 -48%
BCMLT
603
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.4K – – –
TWP
604
TFO Wealth Partners
Ohio
$23.2K – – –
OAJ
605
Ogorek Anthony Joseph
New York
$23K – – –
PPC
606
Park Place Capital
Alabama
$22.1K -$980 -6 -4%
TWC
607
TD Waterhouse Canada
Ontario, Canada
$21.7K +$1.38K +8 +7%
CT
608
Colonial Trust
South Carolina
$21.3K – – –
BF
609
BOK Financial
Oklahoma
$20.4K – – –
BTI
610
Blue Trust Inc
Georgia
$20K +$8.96K +60 +81%
AF
611
Arrow Financial
New York
$19.6K – – –
TIM
612
Thompson Investment Management
Wisconsin
$17.6K – – –
HNB
613
Huntington National Bank
Ohio
$17.3K +$6.21K +38 +56%
CA
614
Centerpoint Advisors
Massachusetts
$17K – – –
LA
615
LM Advisors
California
$16.9K +$16.9K +103 New
PWMG
616
Prestige Wealth Management Group
New Jersey
$16.7K -$3.76K -23 -18%
DSC
617
Duncker Streett & Co
Missouri
$16.3K -$4.58K -28 -22%
LS
618
Livforsakringsbolaget Skandia
Sweden
$16.3K – – –
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$15.5K – – –
LC
620
Lindbrook Capital
California
$15.5K +$12.6K +77 +428%
JWA
621
JFS Wealth Advisors
Pennsylvania
$15.4K +$4.41K +27 +40%
FGAM
622
Financial Gravity Asset Management
Texas
$14.9K +$421 +3 +3%
CFO
623
CVA Family Office
Colorado
$14.9K +$14.9K +91 New
TCWA
624
Turtle Creek Wealth Advisors
Texas
$14.2K +$14.2K +87 New
RIM
625
Rockbridge Investment Management
New York
$14.2K +$14.2K +87 New
23 24
25
26 27