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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
WAM
776
Werlinich Asset Management
Connecticut
$478K +$449K +4,875 New
RBFC
777
Roman Butler Fullerton & Co
Missouri
$477K -$69.7K -757 -13%
BHBT
778
Burke & Herbert Bank & Trust
Virginia
$476K
MSA
779
Marino Stram & Associates
Massachusetts
$476K +$20.9K +227 +5%
TNAM
780
Terra Nova Asset Management
New York
$475K +$36.7K +398 +9%
FAN
781
Financial Advisors Network
California
$473K -$62.3K -676 -12%
BRA
782
Bender Robert & Associates
California
$470K
LWAC
783
Laurel Wealth Advisors (California)
California
$468K -$15.1K -164 -3%
RTC
784
Riverview Trust Company
Washington
$467K -$32.6K -354 -7%
CIA
785
Choate Investment Advisors
Massachusetts
$466K -$113K -1,223 -20%
SWM
786
Salvus Wealth Management
New Jersey
$466K +$20.3K +220 +5%
VVP
787
Venture Visionary Partners
Ohio
$466K +$438K +4,758 New
PJSIMP
788
P.J. Schmidt Investment Management (PJS)
Wisconsin
$464K -$3.41K -37 -0.8%
DCM
789
Dupont Capital Management
Delaware
$461K -$133K -1,444 -23%
CFB
790
Cullen/Frost Bankers
Texas
$461K -$27.6K -300 -6%
ACP
791
Ashfield Capital Partners
California
$461K
CTA
792
Chesley Taft & Associates
Illinois
$461K +$829 +9 +0.2%
JWM
793
Jeppson Wealth Management
California
$459K -$2.12K -23 -0.5%
BCM
794
Buckhead Capital Management
Georgia
$459K +$2.3K +25 +0.5%
ESB
795
Essex Savings Bank
Connecticut
$458K -$5.62K -61 -1%
QT
796
Quantamental Technologies
New York
$457K +$429K +4,661 New
KIM
797
Karpus Investment Management
New York
$453K +$426K +4,626 New
LIA
798
LS Investment Advisors
Michigan
$446K -$94.6K -1,027 -18%
TA
799
TFG Advisers
Michigan
$446K +$1.66K +18 +0.4%
CA
800
Claro Advisors
Massachusetts
$446K +$3.78K +41 +0.9%