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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 %
JWM
751
Jeppson Wealth Management
California
$377K +$377K +4,725 New
MCP
752
Martin Capital Partners
Oregon
$376K +$14.3K +179 +4%
ACP
753
Ashfield Capital Partners
California
$375K
CA
754
Calton & Associates
Florida
$372K +$134K +1,685 +57%
Lazard Asset Management
755
Lazard Asset Management
New York
$371K +$371K +4,661 New
CTC
756
Central Trust Company
Missouri
$369K -$31.8K -399 -8%
WC
757
Woodstock Corp
Massachusetts
$368K
CA
758
Claro Advisors
Massachusetts
$368K +$33.7K +423 +10%
CPSAC
759
Chas P. Smith & Associates (CPS)
Florida
$367K +$4.23K +53 +1%
DL
760
DOHJ LLC
Washington
$367K +$36K +415 +11%
CTA
761
Chesley Taft & Associates
Illinois
$366K
CCA
762
Checchi Capital Advisers
California
$365K -$30.7K -385 -8%
TA
763
TFG Advisers
Michigan
$365K +$876 +11 +0.2%
SB
764
Strategic Blueprint
Georgia
$359K +$99.5K +1,247 +38%
COF
765
Capital One Financial
Virginia
$358K -$76.8K -963 -18%
PB
766
Pinnacle Bancorp
Nebraska
$351K -$55.8K -700 -14%
KCM
767
Kanawha Capital Management
Virginia
$351K +$1.12K +14 +0.3%
Twin Tree Management
768
Twin Tree Management
Texas
$348K +$348K +4,359 New
RCAG
769
Rehmann Capital Advisory Group
Michigan
$347K -$3.59K -45 -1%
MCM
770
MAI Capital Management
Ohio
$345K +$5.18K +65 +2%
HPC
771
HM Payson & Co
Maine
$344K
HTC
772
Haverford Trust Company
Pennsylvania
$343K
AWE
773
Avidian Wealth Enterprises
Texas
$343K +$5.98K +75 +2%
CCM
774
Coldstream Capital Management
Washington
$341K +$8.14K +102 +2%
KPW
775
Kore Private Wealth
New York
$339K +$797 +10 +0.2%