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Jack Henry & Associates
JKHY

Overview Fund Activity

651 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 243 increasing their positions, 237 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-31
Holders Change %
-4.55%
% of All Funds
9.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
47
Increased
243
Reduced
237
Closed
68
Calls
$17.6M
Puts
$5.43M
Net Calls
+$12.2M
Net Calls Change
+$12.6M

Top Buyers

1
State Street
State Street
Massachusetts
$666M
2
Invesco
Invesco
Georgia
$248M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$338M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$676M
5
Bank of America
Bank of America
North Carolina
$61.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$604M
2
Amundi
Amundi
France
$85.7M
3
Millennium Management
Millennium Management
New York
$18.4M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$296K
5
Citadel Advisors
Citadel Advisors
Florida
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
626
Private Wealth Management Group
New Jersey
$3.13K – – –
CSB
627
City State Bank
Iowa
$3K – – –
CWC
628
Carolinas Wealth Consulting
North Carolina
$2.29K – – –
CCA
629
Criterion Capital Advisors
Tennessee
$2.26K – – –
GFPC
630
Global Financial Private Client
Florida
$2.22K – – –
AWM
631
Abound Wealth Management
Tennessee
$2.09K +$1.04K +6 +100%
APC
632
Aspire Private Capital
North Carolina
$2.09K – – –
PCWA
633
Pacific Capital Wealth Advisors
California
$2.09K +$2.09K +12 New
GKIM
634
GW&K Investment Management
Massachusetts
$2K -$222 -1 -10%
FMP
635
Financial Management Professionals
Texas
$2K – – –
AGWCA
636
Annis Gardner Whiting Capital Advisors
Florida
$1.91K – – –
IHWM
637
Iron Horse Wealth Management
Iowa
$1.91K – – –
DPW
638
DiNuzzo Private Wealth
Pennsylvania
$1.74K +$174 +1 +11%
VWA
639
Valued Wealth Advisors
Utah
$1.39K – – –
LIM
640
Longfellow Investment Management
Massachusetts
$1.22K – – –
HFS
641
Horizon Financial Services
North Carolina
$1.22K +$1.22K +7 New
RCM
642
Raleigh Capital Management
North Carolina
$1.04K +$868 +5 +500%
ADL
643
Asset Dedication LLC
California
$1K – – –
AW
644
Avion Wealth
Texas
$1K – – –
DF
645
Dunhill Financial
United Kingdom
$949 – – –
RS
646
Rakuten Securities
Japan
$869 – – –
AssetMark Inc
647
AssetMark Inc
California
$869 – – –
DWA
648
Delos Wealth Advisors
Texas
$725 – – –
CA
649
Continuum Advisory
Idaho
$507 +$507 +3 New
MCM
650
Manchester Capital Management
Vermont
$348 – – –
24 25
26
27 28