PAYX icon

Paychex

1,177 hedge funds and large institutions have $21.1B invested in Paychex in 2019 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 446 increasing their positions, 381 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+76
Holders Change %
+6.9%
% of All Funds
23.24%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
146
Increased
446
Reduced
381
Closed
50
Calls
$225M
Puts
$121M
Net Calls
+$104M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GH
851
GAM Holding
Switzerland
$336K -$557K -6,555 -62%
SWA
852
Stratos Wealth Advisors
Ohio
$334K +$7.4K +87 +2%
MCM
853
MAI Capital Management
Ohio
$333K -$425 -5 -0.1%
MJP
854
Michael J. Puzo
$332K
FMLI
855
Fukoku Mutual Life Insurance
Japan
$332K +$76.6K +900 +30%
JGUA
856
John G. Ullman & Associates
New York
$331K
NIM
857
NuWave Investment Management
New Jersey
$328K -$42.8K -504 -12%
IWM
858
IHT Wealth Management
Illinois
$327K -$85.4K -1,004 -21%
BAM
859
Berkshire Asset Management
Pennsylvania
$326K -$161K -1,895 -33%
NQWM
860
Northwest Quadrant Wealth Management
Oregon
$326K -$60.2K -710 -16%
BO
861
Bank OZK
Arkansas
$326K -$38.2K -449 -10%
CA
862
Calton & Associates
Florida
$326K +$12K +141 +4%
PAS
863
Professional Advisory Services
Florida
$325K
SIC
864
Schwartz Investment Counsel
Michigan
$323K
RZH
865
Relyea Zuckerberg Hanson
Connecticut
$323K +$323K +3,797 New
UF
866
Univest Financial
Pennsylvania
$322K +$125K +2,055 +63%
FRM
867
Fox Run Management
Connecticut
$319K +$319K +3,745 New
DA
868
Detalus Advisors
Missouri
$319K +$319K +3,751 New
WP
869
WealthPLAN Partners
Nebraska
$318K +$6.42K +73 +2%
SP
870
Successful Portfolios
Florida
$317K -$2.38K -28 -0.7%
LOAME
871
Lombard Odier Asset Management (Europe)
United Kingdom
$316K
BPB
872
Badgley, Phelps & Bell
Washington
$314K +$5.11K +60 +2%
CA
873
Claro Advisors
Massachusetts
$313K +$5.27K +62 +2%
FA
874
Faithward Advisors
Pennsylvania
$313K +$313K +3,682 New
SFA
875
Sequoia Financial Advisors
Ohio
$312K +$43.3K +509 +16%