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Jack Henry & Associates
JKHY

Overview Fund Activity

663 hedge funds and large institutions have $11.1B invested in Jack Henry & Associates in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 258 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+12
Holders Change %
+1.84%
% of All Funds
9.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
74
Increased
258
Reduced
230
Closed
52
Calls
$4.45M
Puts
$3.65M
Net Calls
+$797K
Net Calls Change
-$11.4M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$55.8M
2
Norges Bank
Norges Bank
Norway
$57.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$46.8M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$83.7M
5
UBS AM
UBS AM
Illinois
$94M

Top Sellers

1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.17M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$276M
3
BlackRock
BlackRock
New York
$989M
4
Marshall Wace
Marshall Wace
United Kingdom
$4.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
626
Institutional & Family Asset Management
Colorado
$3.32K – – –
KWAG
627
Kiely Wealth Advisory Group
North Carolina
$3.16K – – –
IRC
628
Investors Research Corp
Georgia
$3.15K – – –
VF
629
VitalStone Financial
Texas
$2.99K -$6.97K -42 -70%
ATPW
630
Ashton Thomas Private Wealth
Arizona
$2.99K +$2.99K +18 New
CSB
631
City State Bank
Iowa
$2.82K – – –
FW
632
Fairway Wealth
Ohio
$2.82K +$2.82K +17 New
CWC
633
Carolinas Wealth Consulting
North Carolina
$2.2K +$157 +1 +8%
CCA
634
Criterion Capital Advisors
Tennessee
$2.16K – – –
GFPC
635
Global Financial Private Client
Florida
$2.16K – – –
FMP
636
Financial Management Professionals
Texas
$2K – – –
GKIM
637
GW&K Investment Management
Massachusetts
$2K +$615 +4 +44%
AWM
638
Abound Wealth Management
Tennessee
$1.99K – – –
DPW
639
DiNuzzo Private Wealth
Pennsylvania
$1.99K +$332 +2 +20%
APC
640
Aspire Private Capital
North Carolina
$1.99K – – –
AGWCA
641
Annis Gardner Whiting Capital Advisors
Florida
$1.83K – – –
IHWM
642
Iron Horse Wealth Management
Iowa
$1.83K – – –
TWP
643
Triad Wealth Partners
Kansas
$1.83K +$1.83K +11 New
AssetMark Inc
644
AssetMark Inc
California
$1.66K +$830 +5 +100%
VWA
645
Valued Wealth Advisors
Utah
$1.33K – – –
ADL
646
Asset Dedication LLC
California
$1.16K – – –
HFS
647
Horizon Financial Services
North Carolina
$1.16K – – –
LIM
648
Longfellow Investment Management
Massachusetts
$1.16K – – –
WIM
649
Westside Investment Management
California
$1.16K +$1.16K +7 New
DF
650
Dunhill Financial
United Kingdom
$1.15K +$328 +2 +40%
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