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Jack Henry & Associates
JKHY

Overview Fund Activity

611 hedge funds and large institutions have $10.1B invested in Jack Henry & Associates in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 229 increasing their positions, 235 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-27
Holders Change %
-4.23%
% of All Funds
10.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
55
Increased
229
Reduced
235
Closed
79
Calls
$26.7M
Puts
$19.9M
Net Calls
+$6.85M
Net Calls Change
+$14.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$171M
2
CVA
Ceredex Value Advisors
Florida
$68.1M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$144M
4
LCOV
London Company of Virginia
Virginia
$33.1M
5
SP
Sarasin & Partners
United Kingdom
$185M

Top Sellers

1
BlackRock
BlackRock
New York
$1.18B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$27.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
$16.9M
4
ESCM
Echo Street Capital Management
New York
$0
5
CBT
Capital Bank & Trust
California
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
651
Corient Capital Partners
California
– -$213K -1,317 Closed
FRM
652
Fox Run Management
Connecticut
– -$209K -1,288 Closed
SS
653
Simplicity Solutions
Minnesota
– -$208K -1,287 Closed
CCIA
654
Campbell & Co Investment Adviser
Maryland
– -$207K -1,279 Closed
BWA
655
Burt Wealth Advisors
Maryland
– -$136K -840 Closed
HIIFS
656
Harel Insurance Investments & Financial Services
Israel
– -$393K -754 Closed
GC
657
Garde Capital
Washington
– -$104K -646 Closed
NR
658
Newfound Research
Massachusetts
– -$95K -586 Closed
Capstone Investment Advisors
659
Capstone Investment Advisors
New York
– -$87K -535 Closed
WC
660
Wexford Capital
Florida
– -$81K -500 Closed
DWA
661
Dougherty Wealth Advisers
Minnesota
– -$69K -425 Closed
LJHT
662
Laurie J. Hall Trustee
– -$65K -400 Closed
PWPS
663
Pinnacle Wealth Planning Services
Ohio
– -$61K -376 Closed
KCM
664
Kathmere Capital Management
Pennsylvania
– -$57K -351 Closed
ICP
665
Interchange Capital Partners
Pennsylvania
– -$38K -236 Closed
VCG
666
Vantage Consulting Group
Virginia
– -$28K -170 Closed
NICM
667
Neo Ivy Capital Management
New York
– -$24K -146 Closed
FTDI
668
First Trust Direct Indexing
Massachusetts
– -$20K -126 Closed
M
669
MOTCO
Texas
– -$11K -68 Closed
BCWM
670
Bartlett & Co Wealth Management
Ohio
– -$10.7K -66 Closed
BC
671
Bartlett & Co
Ohio
– -$11K -66 Closed
FCH
672
Freestone Capital Holdings
Washington
– -$10.1K -63 Closed
RWA
673
Ropes Wealth Advisors
Massachusetts
– -$10K -61 Closed
CCA
674
Childress Capital Advisors
Texas
– -$9K -56 Closed
RPWA
675
Regent Peak Wealth Advisors
Georgia
– -$8K -49 Closed
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