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Jack Henry & Associates

680 hedge funds and large institutions have $12.1B invested in Jack Henry & Associates in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 242 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

1% more funds holding

Funds holding: 673680 (+7)

2% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$234M)

0.16% more ownership

Funds ownership: 90.57%90.74% (+0.16%)

1% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $10.3M

7% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 261

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
64
Increased
242
Reduced
261
Closed
45
Calls
$10.2M
Puts
$10.3M
Net Calls
-$53K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$10K +$10.4K +53 New
BCWM
627
Bartlett & Co Wealth Management
Ohio
$9.3K -$5.1K -26 -34%
AF
628
Allworth Financial
California
$9K -$17.7K -90 -65%
FPFS
629
First Personal Financial Services
North Carolina
$9K -$5.3K -27 -36%
BC
630
Bartlett & Co
Ohio
$9K -$5.1K -26 -34%
LC
631
Lindbrook Capital
California
$9K -$392 -2 -4%
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.76K +9 +23%
MCM
633
MV Capital Management
Maryland
$9K +$3.92K +20 +63%
WTA
634
Washington Trust Advisors
Massachusetts
$8K
PK
635
Pflug Koory
Nebraska
$8K +$8.83K +45 New
CMBA
636
C.M. Bidwell & Associates
Hawaii
$7K -$269K -1,369 -97%
CWC
637
Carolinas Wealth Consulting
North Carolina
$7K
ST
638
Smithfield Trust
Pennsylvania
$7K
SA
639
SRH Advisors
Kansas
$7K
SC
640
Schubert & Co
Texas
$7K +$981 +5 +14%
HWA
641
Heritage Wealth Advisors
Virginia
$6.38K
Bank of Montreal
642
Bank of Montreal
Ontario, Canada
$6.01K -$3.83M -19,503 -37%
CAL
643
Capital Analysts LLC
Pennsylvania
$6K
CFO
644
CVA Family Office
Colorado
$6K
SCA
645
Stuart Chaussee & Associates
California
$6K
MFT
646
Moisand Fitzgerald Tamayo
Florida
$6K +$4.71K +24 +343%
DFCM
647
Dark Forest Capital Management
Puerto Rico
$5K -$12.9K -66 -71%
SCA
648
Stonebridge Capital Advisors
Minnesota
$5K
EARNEST Partners
649
EARNEST Partners
Georgia
$4K
IFAM
650
Institutional & Family Asset Management
Colorado
$4K