We are live on ! Find out more
JKHY icon

Jack Henry & Associates

652 hedge funds and large institutions have $10.9B invested in Jack Henry & Associates in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 233 increasing their positions, 223 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 627652 (+25)

4% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 223

1% more capital invested

Capital invested by funds: $10.8B → $10.9B (+$86.3M)

0.81% less ownership

Funds ownership: 89.58%88.77% (-0.81%)

70% less call options, than puts

Call options by funds: $4.91M | Put options by funds: $16.3M

Holders
652
Holders Change
+25
Holders Change %
+3.99%
% of All Funds
10.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
88
Increased
233
Reduced
223
Closed
56
Calls
$4.91M
Puts
$16.3M
Net Calls
-$11.4M
Net Calls Change
+$31.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
626
Thomas J. Herzfeld Advisors
Florida
$3K +$486 +3 +23%
BC
627
Barnett & Company
Tennessee
$3K +$2.43K +15 New
JWA
628
JFS Wealth Advisors
Pennsylvania
$3K +$2.43K +15 New
HFS
629
Hantz Financial Services
Michigan
$3K +$2.75K +17 New
GFPC
630
Global Financial Private Client
Florida
$2.17K
APC
631
Aspire Private Capital
North Carolina
$2K
BFC
632
Bedel Financial Consulting
Indiana
$2K
FMP
633
Financial Management Professionals
Texas
$2K
LWA
634
Lenox Wealth Advisors
New York
$2K
SWM
635
Selective Wealth Management
Virginia
$2K
SC
636
Schubert & Co
Texas
$2K +$1.78K +11 New
WT
637
Washington Trust
Rhode Island
$2K +$2.1K +13 New
LC
638
Lindbrook Capital
California
$1K -$2.91K -18 -69%
ADL
639
Asset Dedication LLC
California
$1K
CWP
640
Concord Wealth Partners
Virginia
$1K
DWA
641
Delos Wealth Advisors
Texas
$1K
LIM
642
Longfellow Investment Management
Massachusetts
$1K
PP
643
Pacifica Partners
Canada
$1K
PA
644
PSI Advisors
Florida
$1K
SC
645
Sierra Capital
Florida
$1K +$971 +6 New
AWA
646
Amplius Wealth Advisors
Pennsylvania
$1K +$1.62K +10 New
SFCL
647
Strengthening Families & Communities LLC
Massachusetts
$539 +$522K +3,228 New
VRS
648
Virginia Retirement Systems
Virginia
$334
BBHC
649
Brown Brothers Harriman & Co
New York
$128 +$18.6K +115 +18%
RTC
650
Riverview Trust Company
Washington
$49

JKHY Hedge Fund Activity: Q4 2021 in Review

652 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q4 2021, worth a combined $10.9B — up 0.8% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new JKHY positions and 56 closed out — a net gain of 32 holders — while 233 added to existing stakes and 223 trimmed.

The largest buyer was APG Asset Management, adding an estimated $63.1M. The largest seller was Capital World Investors, exiting entirely with an estimated $222M sold.

  • 652 institutional investors held Jack Henry & Associates (JKHY) as of Q4 2021, up from 627 in Q3 2021.
  • Funds reported $10.9B of Jack Henry & Associates stock for Q4 2021, up 0.8% quarter-over-quarter.
  • 88 funds opened new Jack Henry & Associates positions in Q4 2021 and 56 closed out, a net change of +32 holders.
  • The largest Jack Henry & Associates buyer in Q4 2021 was APG Asset Management, an estimated $63.1M added.
  • The largest Jack Henry & Associates seller in Q4 2021 was Capital World Investors, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2021.