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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
SWM
801
SeaCrest Wealth Management
New York
$445K +$103K +1,116 +33%
SS
802
Sunbelt Securities
Texas
$443K -$239K -2,592 -36%
CA
803
Calton & Associates
Florida
$443K +$645 +7 +0.2%
BFO
804
Biltmore Family Office
North Carolina
$442K -$36.8K -400 -8%
TAM
805
Tocqueville Asset Management
New York
$439K -$84.7K -920 -17%
PB
806
Pinnacle Bancorp
Nebraska
$439K +$6.91K +75 +2%
KCM
807
Kanawha Capital Management
Virginia
$432K
HPC
808
HM Payson & Co
Maine
$432K +$9.21K +100 +2%
QSS
809
Quantitative Systematic Strategies
Florida
$432K +$406K +4,404 New
IWC
810
Integrated Wealth Concepts
Massachusetts
$428K +$177K +1,920 +78%
Fayez Sarofim & Co
811
Fayez Sarofim & Co
Texas
$426K +$400K +4,346 New
HTC
812
Haverford Trust Company
Pennsylvania
$423K +$1.47K +16 +0.4%
RCAG
813
Rehmann Capital Advisory Group
Michigan
$422K +$9.76K +106 +3%
SWM
814
Segment Wealth Management
Texas
$422K
BEI
815
Benjamin Edwards Inc
Missouri
$420K -$14.9K -162 -4%
FCA
816
FinTrust Capital Advisors
South Carolina
$420K +$101K +1,097 +34%
DSC
817
Duncker Streett & Co
Missouri
$417K -$142K -1,542 -27%
BI
818
Berkeley Inc
Idaho
$415K +$553 +6 +0.1%
OC
819
Oakworth Capital
Alabama
$415K +$13.4K +146 +4%
BAM
820
Berkshire Asset Management
Pennsylvania
$412K -$12.9K -140 -3%
AT
821
Arden Trust
Delaware
$411K -$553 -6 -0.1%
KFA
822
Krane Funds Advisors
New York
$410K +$254K +2,763 +194%
AFP
823
Ausdal Financial Partners
Iowa
$409K -$15.6K -169 -4%
TI
824
Tidal Investments
Wisconsin
$405K +$154K +1,667 +68%
CPSAC
825
Chas P. Smith & Associates (CPS)
Florida
$403K -$35.9K -390 -9%