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Jack Henry & Associates

645 hedge funds and large institutions have $11.3B invested in Jack Henry & Associates in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 229 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $12.8M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $10B → $11.3B (+$1.24B)

0.4% less ownership

Funds ownership: 93.13%92.73% (-0.4%)

4% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 238

10% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 84

2% less funds holding

Funds holding: 656645 (-11)

Holders
645
Holders Change
-11
Holders Change %
-1.68%
% of All Funds
10.13%
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
229
Reduced
238
Closed
84
Calls
$60.9M
Puts
$12.8M
Net Calls
+$48.1M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
701
Moors & Cabot
Massachusetts
-$219K -1,454 Closed
NC
702
NinePointTwo Capital
California
-$218K -1,451 Closed
SG
703
StoneX Group
New York
-$205K -1,357 Closed
VIA
704
Vident Investment Advisory
Georgia
-$202K -1,342 Closed
PAM
705
Paradigm Asset Management
New York
-$151K -1,000 Closed
BAM
706
Belpointe Asset Management
Nevada
-$68.9K -456 Closed
TCPG
707
Trivant Custom Portfolio Group
California
-$66.8K -443 Closed
PIM
708
Platinum Investment Management
Australia
-$58K -385 Closed
PCM
709
Pointe Capital Management
Michigan
-$45.2K -300 Closed
TFM
710
TFC Financial Management
Massachusetts
-$42.4K -281 Closed
Federated Hermes
711
Federated Hermes
Pennsylvania
-$40.2K -267 Closed
FAM
712
Fred Alger Management
New York
-$33.6K -223 Closed
LCM
713
Logan Capital Management
Pennsylvania
-$17.6K -117 Closed
BBHC
714
Brown Brothers Harriman & Co
New York
-$17.5K -116 Closed
EI
715
Ellevest Inc
New York
-$16.7K -111 Closed
AAS
716
Ameritas Advisory Services
Nebraska
-$16.4K -109 Closed
Baillie Gifford & Co
717
Baillie Gifford & Co
United Kingdom
-$9.35K -62 Closed
MIA
718
Milestone Investment Advisors
Wisconsin
-$5.73K -38 Closed
TWA
719
TCI Wealth Advisors
Arizona
-$4.82K -32 Closed
SC
720
Schubert & Co
Texas
-$3.47K -23 Closed
FCA
721
Fortis Capital Advisors
Kansas
-$2.41K -16 Closed
CAC
722
Core Alternative Capital
Georgia
-$2.26K -15 Closed
SSC
723
Syverson Strege & Co
Iowa
-$2.26K -15 Closed
PMFA
724
Plante Moran Financial Advisors
Michigan
-$1.51K -10 Closed
NSG
725
Nalls Sherbakoff Group
Tennessee
-$1.33K -9 Closed