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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
SNT
826
Security National Trust
West Virginia
$402K
IAN
827
Integrated Advisors Network
Texas
$402K +$4.97K +54 +1%
KPW
828
Kore Private Wealth
New York
$401K -$48K -521 -11%
PMG
829
ProVise Management Group
Florida
$401K
GM
830
GeoWealth Management
Illinois
$399K -$19.7K -214 -5%
ISB
831
Iowa State Bank
Iowa
$398K -$7.09K -77 -2%
BIM
832
Bridges Investment Management
Nebraska
$398K
DL
833
DOHJ LLC
Washington
$397K +$276 +3 +0.1%
GT
834
Greenleaf Trust
Michigan
$396K +$84.5K +917 +29%
KFS
835
Kelly Financial Services
Massachusetts
$396K
BHWM
836
Bar Harbor Wealth Management
New Hampshire
$395K -$66.8K -725 -15%
UF
837
Univest Financial
Pennsylvania
$394K -$29.6K -321 -7%
IMOV
838
Investment Management of Virginia
Virginia
$394K +$29.9K +325 +9%
WP
839
WealthSource Partners
California
$392K -$18.1K -196 -5%
AC
840
Aristides Capital
Kentucky
$392K
BMO
841
Beck Mack & Oliver
New York
$392K
RVPG
842
Relative Value Partners Group
$392K
Vontobel Holding
843
Vontobel Holding
Switzerland
$391K -$9.49K -103 -3%
OPS
844
Orion Portfolio Solutions
Nebraska
$391K +$69.3K +752 +23%
AOWM
845
Alpha Omega Wealth Management
Virginia
$390K
PP
846
Pegasus Partners
Wisconsin
$387K -$275K -2,983 -43%
B
847
Barings
North Carolina
$387K -$37.6K -408 -9%
PFS
848
Physicians Financial Services
North Carolina
$387K
T
849
TRUADVICE
Florida
$387K
CCT
850
Country Club Trust
Missouri
$386K -$921 -10 -0.3%