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Jack Henry & Associates
JKHY

Overview Fund Activity

641 hedge funds and large institutions have $11.2B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 227 increasing their positions, 236 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.11%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
76
Increased
227
Reduced
236
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$533M
2
Amundi
Amundi
France
$198M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$91.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$61M

Top Sellers

1
SP
Sarasin & Partners
United Kingdom
$0
2
Invesco
Invesco
Georgia
$161M
3
BlackRock
BlackRock
New York
$1.21B
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.45B
5
Citadel Advisors
Citadel Advisors
Florida
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
626
Global Financial Private Client
Florida
$2.19K – – –
DI
627
Disciplined Investments
Oklahoma
$2.18K +$502 +3 +30%
APC
628
Aspire Private Capital
North Carolina
$2.01K – – –
FMP
629
Financial Management Professionals
Texas
$2K – – –
IHWM
630
Iron Horse Wealth Management
Iowa
$1.84K – – –
LIM
631
Longfellow Investment Management
Massachusetts
$1.17K +$669 +4 +133%
CWP
632
Concord Wealth Partners
Virginia
$1K – – –
SOW
633
State of Wyoming
Wyoming
$1K – – –
ADL
634
Asset Dedication LLC
California
$1K – – –
CAS
635
Coppell Advisory Solutions
Texas
$832 +$832 +5 New
DWA
636
Delos Wealth Advisors
Texas
$691 – – –
AWM
637
Abound Wealth Management
Tennessee
$670 +$670 +4 New
MCM
638
Manchester Capital Management
Vermont
$502 -$644K -3,851 -100%
GIA
639
GHP Investment Advisors
Colorado
$344 +$344 +2 New
CA
640
Crewe Advisors
Utah
$168 +$168 +1 New
CTA
641
Colonial Trust Advisors
South Carolina
$167 – – –
SP
642
Sarasin & Partners
United Kingdom
– -$216M -1,270,246 Closed
RG
643
Rathbones Group
United Kingdom
– -$32.8M -217,757 Closed
Jennison Associates
644
Jennison Associates
New York
– -$15.6M -103,492 Closed
Qube Research & Technologies (QRT)
645
Qube Research & Technologies (QRT)
United Kingdom
– -$15.2M -100,525 Closed
Arrowstreet Capital
646
Arrowstreet Capital
Massachusetts
– -$13.2M -87,431 Closed
Renaissance Technologies
647
Renaissance Technologies
New York
– -$12.1M -80,119 Closed
CCM
648
Cinctive Capital Management
New York
– -$8.37M -55,549 Closed
LIP
649
Liontrust Investment Partners
United Kingdom
– -$7.23M -48,000 Closed
P2P
650
Phase 2 Partners
California
– -$7.01M -46,536 Closed
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