Jack Henry & Associates
JKHY
619 hedge funds and large institutions have $10.9B invested in Jack Henry & Associates in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 249 increasing their positions, 209 reducing their positions, and 43 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
19% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 209
8% more capital invested
Capital invested by funds: $10.1B → $10.9B (+$823M)
2.5% more ownership
Funds ownership: 87.75% → 90.25% (+2.5%)
0% more funds holding
Funds holding: 616 → 619 (+3)
44% less call options, than puts
Call options by funds: $19.9M | Put options by funds: $35.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$154M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$72.9M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$50M |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$44.4M |
| 5 |
NIMI
Natixis Investment Managers International
Paris,
France
|
+$44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$79M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$70.3M |
| 3 |
BlackRock
New York
|
-$66.9M |
| 4 |
Bank of New York Mellon
New York
|
-$66M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$64.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWP
651
Destiny Wealth Partners
Tavares,
Florida
| – | -$7K | -45 | Closed |
|
|
SLF
652
Sun Life Financial
Toronto,
Ontario, Canada
| – | -$7K | -45 | Closed |
|
|
VFA
653
Valeo Financial Advisors
Carmel,
Indiana
| – | -$5K | -33 | Closed |
|
|
WAP
654
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$4K | -28 | Closed |
|
655
Jones Financial Companies
Des Peres,
Missouri
| – | -$3K | -21 | Closed |
|
|
SWA
656
SOA Wealth Advisors
New York
| – | -$1.44K | -9 | -90% |
|
657
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -7 | Closed |
|
|
EI
658
Ellevest Inc
New York
| – | -$1K | -5 | Closed |
|
JKHY Hedge Fund Activity: Q2 2021 in Review
619 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Jack Henry & Associates (JKHY) for Q2 2021, worth a combined $10.9B — up 8.1% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new JKHY positions and 43 closed out — a net gain of 10 holders — while 249 added to existing stakes and 209 trimmed.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $154M. The largest seller was Ameriprise, cutting an estimated $79M.
- 619 institutional investors held Jack Henry & Associates (JKHY) as of Q2 2021, up from 616 in Q1 2021.
- Funds reported $10.9B of Jack Henry & Associates stock for Q2 2021, up 8.1% quarter-over-quarter.
- 53 funds opened new Jack Henry & Associates positions in Q2 2021 and 43 closed out, a net change of +10 holders.
- The largest Jack Henry & Associates buyer in Q2 2021 was Vaughan Nelson Investment Management, an estimated $154M added.
- The largest Jack Henry & Associates seller in Q2 2021 was Ameriprise, an estimated $79M sold.
Based on aggregated 13F filings for Q2 2021.