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Paychex
PAYX

Overview Fund Activity

1,090 hedge funds and large institutions have $19.4B invested in Paychex in 2020 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 352 increasing their positions, 449 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+20
Holders Change %
+1.87%
% of All Funds
22.4%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
135
Increased
352
Reduced
449
Closed
106
Calls
$166M
Puts
$85.6M
Net Calls
+$80.2M
Net Calls Change
+$9.63M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$647M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$197M
3
AIG
American International Group
New York
+$183M
4
Charles Schwab
Charles Schwab
California
+$96.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$62.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$115M
2
Invesco
Invesco
Georgia
-$104M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$81.1M
4
Morgan Stanley
Morgan Stanley
New York
-$73.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
776
Avidian Wealth Enterprises
Texas
$320K +$41.6K +550 +15%
MFS
777
Mirabella Financial Services
United Kingdom
$320K +$320K +4,231 New
SBH
778
Segall Bryant & Hamill
Illinois
$319K -$56K -735 -15%
AOWM
779
Alpha Omega Wealth Management
Virginia
$318K – – –
CA
780
Claro Advisors
Massachusetts
$318K +$23.3K +307 +8%
CCM
781
Coldstream Capital Management
Washington
$316K +$316K +4,171 New
ISB
782
Iowa State Bank
Iowa
$314K -$7.59K -100 -2%
PSP
783
Principal Street Partners
Tennessee
$313K -$50.6K -669 -14%
PJSIMP
784
P.J. Schmidt Investment Management (PJS)
Wisconsin
$311K -$6.89K -91 -2%
SNT
785
Security National Trust
West Virginia
$311K -$6.07K -80 -2%
AFP
786
Ausdal Financial Partners
Iowa
$311K +$2.42K +32 +0.8%
OC
787
Oakworth Capital
Alabama
$309K -$8.93K -118 -3%
BMO
788
Beck Mack & Oliver
New York
$307K – – –
LIM
789
Leavell Investment Management
Alabama
$307K – – –
PFM
790
Parsec Financial Management
North Carolina
$306K – – –
KFS
791
Kelly Financial Services
Massachusetts
$306K – – –
PP
792
Paloma Partners
Connecticut
$303K -$423K -5,579 -58%
RVPG
793
Relative Value Partners Group
$303K – – –
PFS
794
Physicians Financial Services
North Carolina
$299K -$7.57K -100 -2%
TF
795
Tompkins Financial
New York
$299K +$60.5K +800 +25%
S
796
SignatureFD
Georgia
$296K -$73.3K -967 -20%
APP
797
Avantax Planning Partners
Iowa
$296K -$15.2K -200 -5%
FMLI
798
Fukoku Mutual Life Insurance
Japan
$295K – – –
CYG
799
Clean Yield Group
Vermont
$294K -$18.9K -250 -6%
DLA
800
Douglas Lane & Associates
New York
$292K -$55.5K -733 -16%
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