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Paychex

1,224 hedge funds and large institutions have $24.7B invested in Paychex in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 460 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $157M | Put options by funds: $77.4M

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.12B)

1% more funds holding

Funds holding: 1,2141,224 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.03% less ownership

Funds ownership: 70.43%70.4% (-0.03%)

2% less repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 460

Holders
1,224
Holders Change
+10
Holders Change %
+0.82%
% of All Funds
21.49%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
101
Increased
451
Reduced
460
Closed
80
Calls
$157M
Puts
$77.4M
Net Calls
+$79.8M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
726
Seneca Financial Advisors
New York
$578K +$14.2K +154 +3%
BIM
727
Baldwin Investment Management
Pennsylvania
$576K
PDM
728
Penn Davis McFarland
Texas
$576K
BFA
729
Beaumont Financial Advisors
Massachusetts
$572K -$2.85K -31 -0.5%
SAM
730
Seelaus Asset Management
New Jersey
$569K
FIM
731
Freedom Investment Management
Connecticut
$566K +$213K +2,308 +67%
PIA
732
Pinion Investment Advisors
Kansas
$563K +$53K +575 +11%
PAMG
733
Patton Albertson Miller Group
Tennessee
$562K -$4.61K -50 -0.9%
S
734
SignatureFD
Georgia
$559K -$5.89K -64 -1%
FPB
735
First PREMIER Bank
South Dakota
$554K -$9.21K -100 -2%
JIC
736
Johnson Investment Counsel
Ohio
$554K +$921 +10 +0.2%
CFS
737
CRA Financial Services
New Jersey
$552K -$46K -500 -8%
WA1
738
Wimmer Associates 1
California
$551K -$19.3K -210 -4%
AWE
739
Avidian Wealth Enterprises
Texas
$545K +$52.1K +566 +11%
CRIG
740
Charter Research & Investment Group
Connecticut
$539K
NPF
741
Norris Perne & French
Michigan
$535K -$18.4K -200 -4%
EMG
742
ETF Managers Group
New Jersey
$534K +$66.4K +721 +15%
CTC
743
Central Trust Company
Missouri
$530K -$18.9K -205 -4%
HAG
744
HighPoint Advisor Group
Illinois
$530K +$2.21K +24 +0.4%
IFS
745
Ifrah Financial Services
Arkansas
$529K -$24K -261 -5%
TPWA
746
TRUE Private Wealth Advisors
Oregon
$528K -$71.5K -776 -13%
QP
747
Quilter Plc
United Kingdom
$527K -$105K -1,145 -18%
PWLP
748
Prio Wealth Limited Partnership
Massachusetts
$526K
RMCM
749
Reynders McVeigh Capital Management
Massachusetts
$522K +$553 +6 +0.1%
TTWM
750
TCV Trust & Wealth Management
Virginia
$520K -$3.68K -40 -0.7%