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Jack Henry & Associates

645 hedge funds and large institutions have $11.3B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $12.8M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $10B → $11.3B (+$1.24B)

0.4% less ownership

Funds ownership: 93.13%92.73% (-0.4%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

10% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 84

2% less funds holding

Funds holding: 656645 (-11)

Holders
645
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
10.13%
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
229
Reduced
238
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
626
WealthPLAN Partners
Nebraska
$3.18K +$2.96K +19 New
CSB
627
City State Bank
Iowa
$3K +$2.65K +17 New
GKIM
628
GW&K Investment Management
Massachusetts
$3K +$2.96K +19 New
LFG
629
Larson Financial Group
Missouri
$2.34K
GFPC
630
Global Financial Private Client
Florida
$2.19K
DI
631
Disciplined Investments
Oklahoma
$2.17K +$467 +3 +30%
APC
632
Aspire Private Capital
North Carolina
$2.01K
FMP
633
Financial Management Professionals
Texas
$2K
IHWM
634
Iron Horse Wealth Management
Iowa
$1.84K
LIM
635
Longfellow Investment Management
Massachusetts
$1.17K +$623 +4 +133%
CWP
636
Concord Wealth Partners
Virginia
$1K
SOW
637
State of Wyoming
Wyoming
$1K
ADL
638
Asset Dedication LLC
California
$1K
CAS
639
Coppell Advisory Solutions
Texas
$832 +$778 +5 New
DWA
640
Delos Wealth Advisors
Texas
$691
AWM
641
Abound Wealth Management
Tennessee
$670 +$623 +4 New
MCM
642
Manchester Capital Management
Vermont
$502 -$599K -3,851 -100%
GIA
643
GHP Investment Advisors
Colorado
$344 +$311 +2 New
CA
644
Crewe Advisors
Utah
$168 +$156 +1 New
CTA
645
Colonial Trust Advisors
South Carolina
$167
SP
646
Sarasin & Partners
United Kingdom
-$216M -1,270,246 Closed
RG
647
Rathbones Group
United Kingdom
-$32.8M -217,757 Closed
Jennison Associates
648
Jennison Associates
New York
-$15.6M -103,492 Closed
Qube Research & Technologies (QRT)
649
Qube Research & Technologies (QRT)
United Kingdom
-$15.2M -100,525 Closed
Arrowstreet Capital
650
Arrowstreet Capital
Massachusetts
-$13.2M -87,431 Closed