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Jack Henry & Associates
JKHY

Overview Fund Activity

682 hedge funds and large institutions have $11.6B invested in Jack Henry & Associates in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 46 closing their positions.

Holders
682
Holders Change
+52
Holders Change %
+8.25%
% of All Funds
10%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
105
Increased
218
Reduced
266
Closed
46
Calls
$12.6M
Puts
$13M
Net Calls
-$424K
Net Calls Change
-$16.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.07B
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$89M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$56.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$50.9M
5
APG Asset Management
5
APG Asset Management
Netherlands
$580M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.01B
2
Parnassus Investments
2
Parnassus Investments
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$263M
4
Amundi
4
Amundi
France
$176M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
651
Laffer Tengler Investments
Tennessee
$3.11K +$3.11K +19 New
CSB
652
City State Bank
Iowa
$3K – – –
PWMG
653
Private Wealth Management Group
New Jersey
$2.94K +$2.94K +18 New
GWS
654
Glassman Wealth Services
Virginia
$2.78K -$3.27K -20 -54%
BBHC
655
Brown Brothers Harriman & Co
New York
$2.78K +$2.78K +17 New
PWA
656
Provenance Wealth Advisors
Florida
$2.45K +$2.45K +15 New
LFG
657
Larson Financial Group
Missouri
$2.29K -$490 -3 -18%
SOW
658
State of Wyoming
Wyoming
$2.29K +$163 +1 +8%
CWC
659
Carolinas Wealth Consulting
North Carolina
$2.15K – – –
CCA
660
Criterion Capital Advisors
Tennessee
$2.13K +$2.13K +13 New
GFPC
661
Global Financial Private Client
Florida
$2.12K – – –
GKIM
662
GW&K Investment Management
Massachusetts
$2K -$1.8K -9 -47%
FMP
663
Financial Management Professionals
Texas
$2K – – –
APC
664
Aspire Private Capital
North Carolina
$1.96K – – –
IHWM
665
Iron Horse Wealth Management
Iowa
$1.8K – – –
AGWCA
666
Annis Gardner Whiting Capital Advisors
Florida
$1.8K – – –
DPW
667
DiNuzzo Private Wealth
Pennsylvania
$1.47K +$1.47K +9 New
Jones Financial Companies
668
Jones Financial Companies
Missouri
$1.47K +$1.47K +9 New
VWA
669
Valued Wealth Advisors
Utah
$1.21K +$1.21K +8 New
LIM
670
Longfellow Investment Management
Massachusetts
$1.14K – – –
ADL
671
Asset Dedication LLC
California
$1K – – –
GM
672
GeoWealth Management
Illinois
$1K +$1K +7 New
AWM
673
Abound Wealth Management
Tennessee
$983 +$819 +5 +500%
AssetMark Inc
674
AssetMark Inc
California
$817 – – –
CAS
675
Coppell Advisory Solutions
Texas
$817 +$817 +5 New
25 26
27
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