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Jack Henry & Associates

659 hedge funds and large institutions have $12.9B invested in Jack Henry & Associates in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 228 increasing their positions, 251 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

23% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 57

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$1.96B)

1.8% more ownership

Funds ownership: 88.77%90.57% (+1.8%)

1% more funds holding

Funds holding: 652659 (+7)

9% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 251

47% less call options, than puts

Call options by funds: $6.11M | Put options by funds: $11.5M

Holders
659
Holders Change
+7
Holders Change %
+1.07%
% of All Funds
10.39%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
70
Increased
228
Reduced
251
Closed
57
Calls
$6.11M
Puts
$11.5M
Net Calls
-$5.42M
Net Calls Change
+$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
626
Loomis, Sayles & Company
Massachusetts
$3K -$6.64K -38 -69%
BFC
627
Bedel Financial Consulting
Indiana
$3K
TJHA
628
Thomas J. Herzfeld Advisors
Florida
$3K
SC
629
Schubert & Co
Texas
$3K +$874 +5 +45%
LWA
630
Lenox Wealth Advisors
New York
$3K +$1.22K +7 +70%
DI
631
Disciplined Investments
Oklahoma
$3K +$2.27K +13 New
FEG
632
Financial Enhancement Group
Indiana
$3K +$2.27K +13 New
GFPC
633
Global Financial Private Client
Florida
$2.6K
Macquarie Group
634
Macquarie Group
Australia
$2.33K
PMFA
635
Plante Moran Financial Advisors
Michigan
$2K -$4.2K -24 -71%
EI
636
Ellevest Inc
New York
$2K -$2.97K -17 -63%
APC
637
Aspire Private Capital
North Carolina
$2K
FMP
638
Financial Management Professionals
Texas
$2K
SWM
639
Selective Wealth Management
Virginia
$2K
CAL
640
Capital Advisors Ltd
Ohio
$2K +$1.4K +8 New
CB
641
CNB Bank
Pennsylvania
$2K +$2.1K +12 New
MFT
642
Moisand Fitzgerald Tamayo
Florida
$2K +$2.1K +12 New
CFB
643
Cullen/Frost Bankers
Texas
$1K -$32.4K -185 -96%
ADL
644
Asset Dedication LLC
California
$1K
DWA
645
Delos Wealth Advisors
Texas
$1K
LIM
646
Longfellow Investment Management
Massachusetts
$1K
PP
647
Pacifica Partners
Canada
$1K
PA
648
PSI Advisors
Florida
$1K
SC
649
Sierra Capital
Florida
$1K
MA
650
MCF Advisors
Kentucky
$1K +$525 +3 New

JKHY Hedge Fund Activity: Q1 2022 in Review

659 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q1 2022, worth a combined $12.9B — up 18% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JKHY positions and 57 closed out — a net gain of 13 holders — while 228 added to existing stakes and 251 trimmed.

The largest buyer was APG Asset Management, adding an estimated $477M. The largest seller was Sarasin & Partners, cutting an estimated $105M.

  • 659 institutional investors held Jack Henry & Associates (JKHY) as of Q1 2022, up from 652 in Q4 2021.
  • Funds reported $12.9B of Jack Henry & Associates stock for Q1 2022, up 18% quarter-over-quarter.
  • 70 funds opened new Jack Henry & Associates positions in Q1 2022 and 57 closed out, a net change of +13 holders.
  • The largest Jack Henry & Associates buyer in Q1 2022 was APG Asset Management, an estimated $477M added.
  • The largest Jack Henry & Associates seller in Q1 2022 was Sarasin & Partners, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2022.