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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 %
BFA
726
Beacon Financial Advisory
Ohio
$429K +$429K +5,385 New
PWLP
727
Prio Wealth Limited Partnership
Massachusetts
$428K
S
728
SignatureFD
Georgia
$428K +$116K +1,457 +37%
TAM
729
Tocqueville Asset Management
New York
$418K +$35.1K +440 +9%
OL
730
Optas LLC
Texas
$418K +$175K +2,186 +72%
RTC
731
Riverview Trust Company
Washington
$415K
TWI
732
Thomas White International
Illinois
$412K
VCA
733
Verdence Capital Advisors
Maryland
$412K +$797 +10 +0.2%
UF
734
Univest Financial
Pennsylvania
$408K -$10.2K -128 -2%
PPW
735
Pasadena Private Wealth
California
$406K +$3.27K +41 +0.8%
MFS
736
Mirabella Financial Services
United Kingdom
$406K +$68.1K +853 +20%
ESB
737
Essex Savings Bank
Connecticut
$406K +$406K +5,090 New
CFB
738
Cullen/Frost Bankers
Texas
$401K -$139K -1,748 -26%
PIA
739
Pinion Investment Advisors
Kansas
$400K
NAM
740
NTV Asset Management
West Virginia
$395K -$12K -150 -3%
SFSIG
741
San Francisco Sentry Investment Group
California
$395K -$399 -5 -0.1%
BCM
742
Buckhead Capital Management
Georgia
$395K
LWAC
743
Laurel Wealth Advisors (California)
California
$394K -$4.31K -54 -1%
MHC
744
Meyer Handelman Company
New York
$391K
WANY
745
Wealthspire Advisors (New York)
New York
$390K +$20.3K +255 +5%
MHIC
746
Marble Harbor Investment Counsel
Massachusetts
$389K
PJSIMP
747
P.J. Schmidt Investment Management (PJS)
Wisconsin
$386K +$49.2K +600 +15%
BRA
748
Bender Robert & Associates
California
$383K -$6.38K -80 -2%
PFM
749
Parsec Financial Management
North Carolina
$381K +$59K +740 +18%
BHWM
750
Bar Harbor Wealth Management
New Hampshire
$379K -$16K -200 -4%