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Paychex

1,012 hedge funds and large institutions have $18.6B invested in Paychex in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 346 increasing their positions, 392 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+45
Holders Change %
+4.65%
% of All Funds
23.17%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
93
Increased
346
Reduced
392
Closed
40
Calls
$209M
Puts
$174M
Net Calls
+$35M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
851
Avantax Planning Partners
Iowa
$180K +$180K +2,449 New
PA
852
Parallel Advisors
California
$178K +$31.4K +426 +21%
CPA
853
Cowen Prime Advisors
New York
$177K
FGAM
854
Financial Gravity Asset Management
Texas
$171K +$17.3K +271 +11%
GP
855
Girard Partners
Pennsylvania
$164K +$164K +2,238 New
GWM
856
Geneos Wealth Management
Colorado
$162K +$32.2K +438 +25%
VRM
857
Vectors Research Management
New York
$158K +$158K +2,323 New
CFA
858
Carroll Financial Associates
North Carolina
$153K -$20.5K -280 -12%
EDRH
859
Edmond de Rothschild Holding
Switzerland
$151K +$151K +2,054 New
SFG
860
SevenBridge Financial Group
Pennsylvania
$149K
1832 Asset Management
861
1832 Asset Management
Ontario, Canada
$148K
PMFA
862
Plante Moran Financial Advisors
Michigan
$142K -$16.4K -223 -10%
OBWP
863
O'Brien Wealth Partners
Massachusetts
$142K
HCM
864
Hilton Capital Management
New York
$139K
TPWA
865
TRUE Private Wealth Advisors
Oregon
$137K +$137K +1,857 New
EMG
866
ETF Managers Group
New Jersey
$135K +$14.2K +192 +12%
CWA
867
Clarus Wealth Advisors
Arizona
$129K -$1.25K -17 -1%
MFW
868
Mosaic Family Wealth
Missouri
$128K +$78.2K +1,155 +157%
MCM
869
Manchester Capital Management
Vermont
$127K
CLOS
870
Compagnie Lombard Odier SCmA
Switzerland
$127K
CPH
871
C Partners Holding
Switzerland
$124K -$140K -1,899 -53%
BBHC
872
Brown Brothers Harriman & Co
New York
$120K +$7.06K +96 +6%
SSB
873
Sandy Spring Bank
Maryland
$117K
FPFS
874
First Personal Financial Services
North Carolina
$117K
HFM
875
Harvest Fund Management
China
$115K +$115K +1,560 New