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Paychex

1,230 hedge funds and large institutions have $26.9B invested in Paychex in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 468 increasing their positions, 418 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+11
Holders Change %
+0.9%
% of All Funds
21.47%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.45%
New
101
Increased
468
Reduced
418
Closed
79
Calls
$201M
Puts
$90.6M
Net Calls
+$110M
Net Calls Change
+$30.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
826
TRUE Private Wealth Advisors
Oregon
$419K -$158K -1,476 -27%
FMLI
827
Fukoku Mutual Life Insurance
Japan
$418K
CYG
828
Clean Yield Group
Vermont
$417K
MAM
829
Meeder Asset Management
Ohio
$416K +$28.3K +264 +7%
PFS
830
Physicians Financial Services
North Carolina
$413K -$10.9K -102 -3%
SOAMC
831
Spirit of America Management Corp
New York
$413K
BHWM
832
Bar Harbor Wealth Management
New Hampshire
$407K -$24.1K -225 -6%
IA
833
IFP Advisors
Florida
$407K +$16.7K +156 +4%
EF
834
Empirical Finance
Pennsylvania
$407K +$61.5K +573 +18%
AIC
835
Ameritas Investment Company
Nebraska
$406K -$2.53M -10,976 -86%
FNC
836
First National Corp
Massachusetts
$406K +$19.7K +260 +5%
SWP
837
Summit Wealth Partners
Florida
$406K
WBG
838
Wharton Business Group
Pennsylvania
$405K
CW
839
CreativeOne Wealth
Kansas
$403K +$11.4K +106 +3%
OPS
840
Orion Portfolio Solutions
Nebraska
$401K -$26.3K -245 -6%
UF
841
Univest Financial
Pennsylvania
$400K -$31.6K -294 -7%
PIM
842
Penobscot Investment Management
Massachusetts
$400K
IP
843
Investment Partners
Ohio
$400K +$79.1K +737 +25%
GIP
844
Greatmark Investment Partners
Georgia
$399K
COF
845
Capital One Financial
Virginia
$394K -$14.2K -132 -3%
APP
846
Avantax Planning Partners
Iowa
$393K
DL
847
DOHJ LLC
Washington
$392K -$42.5K -396 -10%
AOWM
848
Alpha Omega Wealth Management
Virginia
$391K -$35.2K -328 -8%
SAM
849
Smithbridge Asset Management
Pennsylvania
$386K
MCWS
850
McKinley Carter Wealth Services
West Virginia
$384K