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Jack Henry & Associates
JKHY

Overview Fund Activity

641 hedge funds and large institutions have $11.2B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 227 increasing their positions, 236 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-11
Holders Change %
-1.69%
% of All Funds
10.11%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
76
Increased
227
Reduced
236
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$533M
2
Amundi
2
Amundi
France
$198M
3
Mitsubishi UFJ Asset Management
3
Mitsubishi UFJ Asset Management
Japan
$91.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$144M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$61M

Top Sellers

1
SP
1
Sarasin & Partners
United Kingdom
$0
2
Invesco
2
Invesco
Georgia
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.45B
5
Citadel Advisors
5
Citadel Advisors
Florida
$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
701
Paradigm Asset Management
New York
– -$151K -1,000 Closed
BAM
702
Belpointe Asset Management
Nevada
– -$68.9K -456 Closed
TCPG
703
Trivant Custom Portfolio Group
California
– -$66.8K -443 Closed
PIM
704
Platinum Investment Management
Australia
– -$58K -385 Closed
PCM
705
Pointe Capital Management
Michigan
– -$45.2K -300 Closed
TFM
706
TFC Financial Management
Massachusetts
– -$42.4K -281 Closed
Federated Hermes
707
Federated Hermes
Pennsylvania
– -$40.2K -267 Closed
FAM
708
Fred Alger Management
New York
– -$33.6K -223 Closed
LCM
709
Logan Capital Management
Pennsylvania
– -$17.6K -117 Closed
BBHC
710
Brown Brothers Harriman & Co
New York
– -$17.5K -116 Closed
EI
711
Ellevest Inc
New York
– -$16.7K -111 Closed
AAS
712
Ameritas Advisory Services
Nebraska
– -$16.4K -109 Closed
Baillie Gifford & Co
713
Baillie Gifford & Co
United Kingdom
– -$9.35K -62 Closed
MIA
714
Milestone Investment Advisors
Wisconsin
– -$5.73K -38 Closed
TWA
715
TCI Wealth Advisors
Arizona
– -$4.82K -32 Closed
SC
716
Schubert & Co
Texas
– -$3.47K -23 Closed
FCA
717
Fortis Capital Advisors
Kansas
– -$2.41K -16 Closed
CAC
718
Core Alternative Capital
Georgia
– -$2.26K -15 Closed
SSC
719
Syverson Strege & Co
Iowa
– -$2.26K -15 Closed
PMFA
720
Plante Moran Financial Advisors
Michigan
– -$1.51K -10 Closed
NSG
721
Nalls Sherbakoff Group
Tennessee
– -$1.33K -9 Closed
CFB
722
Cullen/Frost Bankers
Texas
– -$904 -6 Closed
PA
723
PSI Advisors
Florida
– -$754 -5 Closed
GFWA
724
Grey Fox Wealth Advisors
Delaware
– -$603 -4 Closed
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