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Paychex

1,103 hedge funds and large institutions have $20.4B invested in Paychex in 2020 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 396 increasing their positions, 421 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
22.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.36%
New
78
Increased
396
Reduced
421
Closed
60
Calls
$159M
Puts
$90.5M
Net Calls
+$68.2M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
701
B. Riley Wealth Advisors
Florida
$470K +$32.2K +405 +7%
PDM
702
Penn Davis McFarland
Texas
$469K
BFA
703
Beaumont Financial Advisors
Massachusetts
$467K -$11.5K -144 -2%
CCM
704
Carderock Capital Management
Maryland
$467K -$1.99K -25 -0.4%
SAM
705
Seelaus Asset Management
New Jersey
$467K
LIA
706
LS Investment Advisors
Michigan
$466K -$1.36K -17 -0.3%
BSW
707
Buckingham Strategic Wealth
Missouri
$465K -$60.4K -757 -12%
WA1
708
Wimmer Associates 1
California
$465K +$6.38K +80 +1%
FAN
709
Financial Advisors Network
California
$464K -$11K -138 -2%
CIA
710
Choate Investment Advisors
Massachusetts
$463K +$2.15K +27 +0.5%
RBFC
711
Roman Butler Fullerton & Co
Missouri
$462K +$1.84K +23 +0.4%
IFS
712
Ifrah Financial Services
Arkansas
$458K -$7.74K -97 -2%
BEI
713
Benjamin Edwards Inc
Missouri
$456K -$55.8K -700 -11%
XI
714
XXEC Inc
Oklahoma
$452K +$452K +8,400 New
NPF
715
Norris Perne & French
Michigan
$451K
BIM
716
Baldwin Investment Management
Pennsylvania
$445K +$445K +5,575 New
DSC
717
Duncker Streett & Co
Missouri
$444K -$6.94K -87 -2%
CRIG
718
Charter Research & Investment Group
Connecticut
$439K
PGFC
719
Peapack-Gladstone Financial Corp
New Jersey
$436K +$9.34K +117 +2%
BHBT
720
Burke & Herbert Bank & Trust
Virginia
$435K +$435K +5,452 New
FPB
721
First PREMIER Bank
South Dakota
$433K
DADC
722
D.A. Davidson & Co
Montana
$431K -$9.96K -125 -2%
BG
723
Bellevue Group
Switzerland
$431K
TTWM
724
TCV Trust & Wealth Management
Virginia
$431K
FG
725
Fiduciary Group
Georgia
$429K -$62.6K -784 -13%