We are live on ! Find out more
JKHY icon

Jack Henry & Associates

680 hedge funds and large institutions have $12.1B invested in Jack Henry & Associates in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 242 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

1% more funds holding

Funds holding: 673680 (+7)

2% more capital invested

Capital invested by funds: $11.8B → $12.1B (+$234M)

0.16% more ownership

Funds ownership: 90.57%90.74% (+0.16%)

1% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $10.3M

7% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 261

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
680
Holders Change
+7
Holders Change %
+1.04%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
64
Increased
242
Reduced
261
Closed
45
Calls
$10.2M
Puts
$10.3M
Net Calls
-$53K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
651
Sargent Bickham Lagudis
Colorado
$4K
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.94K +15 +167%
EW
653
Evoke Wealth
California
$4K +$4.12K +21 New
DI
654
Disciplined Investments
Oklahoma
$3K
IRC
655
Investors Research Corp
Georgia
$3K
LFG
656
Larson Financial Group
Missouri
$3K
TJHA
657
Thomas J. Herzfeld Advisors
Florida
$3K
SFO
658
Standard Family Office
South Dakota
$3K +$3.14K +16 New
TCOV
659
Trust Company of Vermont
Vermont
$3K +$3.73K +19 New
GFPC
660
Global Financial Private Client
Florida
$2.43K
Loomis, Sayles & Company
661
Loomis, Sayles & Company
Massachusetts
$2K -$1.76K -9 -50%
APC
662
Aspire Private Capital
North Carolina
$2K
FEG
663
Financial Enhancement Group
Indiana
$2K
FMP
664
Financial Management Professionals
Texas
$2K
PMFA
665
Plante Moran Financial Advisors
Michigan
$2K
CA
666
Crewe Advisors
Utah
$2K +$1.18K +6 +150%
CFFP
667
Center for Financial Planning
Michigan
$2K +$2.55K +13 New
APF
668
Alaska Permanent Fund
Alaska
$1K
CAL
669
Capital Advisors Ltd
Ohio
$1K
CFB
670
Cullen/Frost Bankers
Texas
$1K
DWA
671
Delos Wealth Advisors
Texas
$1K
LIM
672
Longfellow Investment Management
Massachusetts
$1K
MA
673
MCF Advisors
Kentucky
$1K
SOW
674
State of Wyoming
Wyoming
$1K
PA
675
PSI Advisors
Florida
$1K +$981 +5 New