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Jack Henry & Associates

673 hedge funds and large institutions have $11.8B invested in Jack Henry & Associates in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 230 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 57

2% more funds holding

Funds holding: 659673 (+14)

10% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 230

4% more call options, than puts

Call options by funds: $8.67M | Put options by funds: $8.3M

0% less ownership

Funds ownership: 90.57%90.57% (-0%)

8% less capital invested

Capital invested by funds: $12.9B → $11.8B (-$1.05B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
673
Holders Change
+14
Holders Change %
+2.12%
% of All Funds
11.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
83
Increased
252
Reduced
230
Closed
57
Calls
$8.67M
Puts
$8.3M
Net Calls
+$369K
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
626
Washington Trust Advisors
Massachusetts
$8K
CWC
627
Carolinas Wealth Consulting
North Carolina
$7K
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$7K
ST
629
Smithfield Trust
Pennsylvania
$7K
SA
630
SRH Advisors
Kansas
$7K
EI
631
Ellevest Inc
New York
$7K +$5.62K +30 +300%
CAL
632
Capital Analysts LLC
Pennsylvania
$6K
CFN
633
Cordasco Financial Network
Florida
$6K
CFO
634
CVA Family Office
Colorado
$6K
HWA
635
Heritage Wealth Advisors
Virginia
$6K
SCA
636
Stuart Chaussee & Associates
California
$6K
MCM
637
MV Capital Management
Maryland
$6K +$187 +1 +3%
SC
638
Schubert & Co
Texas
$6K +$3.75K +20 +125%
CA
639
Clearstead Advisors
Ohio
$6K +$6.55K +35 New
SCA
640
Stonebridge Capital Advisors
Minnesota
$5K
BTI
641
Blue Trust Inc
Georgia
$5K +$4.68K +25 New
EARNEST Partners
642
EARNEST Partners
Georgia
$4K
IFAM
643
Institutional & Family Asset Management
Colorado
$4K
LPWM
644
Lake Point Wealth Management
Texas
$4K
SBL
645
Sargent Bickham Lagudis
Colorado
$4K
TJHA
646
Thomas J. Herzfeld Advisors
Florida
$3K
DI
647
Disciplined Investments
Oklahoma
$3K +$187 +1 +8%
Loomis, Sayles & Company
648
Loomis, Sayles & Company
Massachusetts
$3K +$187 +1 +6%
LFG
649
Larson Financial Group
Missouri
$3K +$2.62K +14 New
HS
650
Horan Securities
United States
$3K +$3.37K +18 New