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Paychex

1,070 hedge funds and large institutions have $15.7B invested in Paychex in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 457 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-107
Holders Change %
-9.09%
% of All Funds
23.64%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.31%
New
76
Increased
373
Reduced
457
Closed
168
Calls
$133M
Puts
$62.3M
Net Calls
+$70.6M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
801
HM Payson & Co
Maine
$271K
AFP
802
Ausdal Financial Partners
Iowa
$271K +$1.73K +26 +0.6%
IA
803
IFP Advisors
Florida
$270K -$109K -1,666 -29%
RMCM
804
Reynders McVeigh Capital Management
Massachusetts
$269K -$3.91K -62 -1%
ISB
805
Iowa State Bank
Iowa
$267K
AssetMark Inc
806
AssetMark Inc
California
$266K +$35.5K +564 +15%
PP
807
Pegasus Partners
Wisconsin
$266K +$266K +4,227 New
EWM
808
Empirical Wealth Management
Washington
$265K +$265K +4,209 New
OC
809
Oakworth Capital
Alabama
$264K -$18.2K -289 -6%
AOWM
810
Alpha Omega Wealth Management
Virginia
$264K -$7.11K -113 -3%
PJSIMP
811
P.J. Schmidt Investment Management (PJS)
Wisconsin
$264K +$1.95K +31 +0.7%
MCM
812
MAI Capital Management
Ohio
$264K +$17.6K +280 +7%
SNT
813
Security National Trust
West Virginia
$263K
IAN
814
Integrated Advisors Network
Texas
$262K -$21K -334 -7%
ST
815
Smithfield Trust
Pennsylvania
$261K -$9.45K -150 -3%
CYG
816
Clean Yield Group
Vermont
$260K
APP
817
Avantax Planning Partners
Iowa
$258K -$6.23K -99 -2%
BS
818
Bessemer Securities
New York
$256K
LIM
819
Leavell Investment Management
Alabama
$255K -$28.3K -450 -10%
PFS
820
Physicians Financial Services
North Carolina
$255K -$12.6K -200 -5%
SMH
821
Sanders Morris Harris
Texas
$255K
BMO
822
Beck Mack & Oliver
New York
$255K
PFM
823
Parsec Financial Management
North Carolina
$254K -$140K -2,219 -35%
KFS
824
Kelly Financial Services
Massachusetts
$254K
SWM
825
SeaCrest Wealth Management
New York
$251K -$20.7K -329 -8%