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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 %
SWA
801
Stratos Wealth Advisors
Ohio
$290K +$290K +3,833 New
MAFM
802
Mid Atlantic Financial Management
Pennsylvania
$288K -$51.2K -676 -15%
RZH
803
Relyea Zuckerberg Hanson
Connecticut
$288K -$6.6K -87 -2%
BO
804
Bank OZK
Arkansas
$288K -$1.37K -18 -0.5%
SP
805
Successful Portfolios
Florida
$288K +$1.21K +16 +0.4%
CFD
806
Creative Financial Designs
Indiana
$287K +$287K +3,783 New
PAS
807
Professional Advisory Services
Florida
$286K -$3.79K -50 -1%
WA
808
WBH Advisory
Maryland
$284K +$303 +4 +0.1%
CAM
809
Costello Asset Management
Pennsylvania
$284K +$284K +3,753 New
PIM
810
Penobscot Investment Management
Massachusetts
$283K – – –
LFAS
811
Level Four Advisory Services
Texas
$283K +$283K +3,716 New
AW
812
ACG Wealth
Georgia
$282K +$1.21K +16 +0.4%
EMG
813
ETF Managers Group
New Jersey
$282K +$26.2K +355 +10%
WBG
814
Wharton Business Group
Pennsylvania
$281K -$60.9K -805 -18%
OC
815
Oarsman Capital
Wisconsin
$281K +$281K +3,705 New
HKAM
816
Horizon Kinetics Asset Management
New York
$278K -$50.8K -672 -15%
BB
817
Busey Bank
Illinois
$277K – – –
CHA
818
Cooper/Haims Advisors
New York
$277K +$76 +1 +0%
HIC
819
Holderness Investments Company
North Carolina
$277K +$11.4K +150 +4%
CI
820
Capital International
California
$277K +$277K +3,655 New
DL
821
DOHJ LLC
Washington
$277K +$277K +3,818 New
SWM
822
SeaCrest Wealth Management
New York
$273K -$28.8K -380 -10%
SAM
823
Smithbridge Asset Management
Pennsylvania
$273K – – –
MCWS
824
McKinley Carter Wealth Services
West Virginia
$271K +$3.1K +41 +1%
IA
825
IFP Advisors
Florida
$270K -$32.7K -445 -11%
31 32
33
34 35