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Paychex

1,219 hedge funds and large institutions have $24.6B invested in Paychex in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 458 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,219
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
21.47%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
101
Increased
449
Reduced
458
Closed
79
Calls
$157M
Puts
$77.4M
Net Calls
+$79.8M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
851
Sowell Financial Services
Arkansas
$379K +$162K +1,592 +75%
MWM
852
Mattern Wealth Management
Kansas
$378K -$915K -9,321 -71%
SOAMC
853
Spirit of America Management Corp
New York
$377K
TF
854
Tompkins Financial
New York
$375K
MWM
855
Mission Wealth Management
California
$375K +$2.94K +30 +0.8%
COF
856
Capital One Financial
Virginia
$373K -$13.8K -141 -4%
SWP
857
Summit Wealth Partners
Florida
$371K +$98K +1,000 +36%
WBG
858
Wharton Business Group
Pennsylvania
$370K +$5.78K +59 +2%
AC
859
Allstate Corporation
Illinois
$369K +$101K +1,029 +38%
PIM
860
Penobscot Investment Management
Massachusetts
$366K
ST
861
Smithfield Trust
Pennsylvania
$364K -$116K -1,185 -24%
GIP
862
Greatmark Investment Partners
Georgia
$364K
SC
863
SouthState Corp
Florida
$361K -$1.47K -15 -0.4%
IA
864
IFP Advisors
Florida
$360K +$37.1K +376 +11%
APP
865
Avantax Planning Partners
Iowa
$359K +$9.51K +97 +3%
CW
866
CreativeOne Wealth
Kansas
$358K +$81.5K +830 +29%
CA
867
Clearstead Advisors
Ohio
$355K -$1.37K -14 -0.4%
IWM
868
IHT Wealth Management
Illinois
$354K +$4.02K +41 +1%
MAM
869
Meeder Asset Management
Ohio
$354K +$67.9K +692 +24%
SAM
870
Smithbridge Asset Management
Pennsylvania
$353K
MG
871
Mather Group
Illinois
$351K -$14.7K -150 -4%
MCWS
872
McKinley Carter Wealth Services
West Virginia
$351K +$1.37K +14 +0.4%
SBH
873
Segall Bryant & Hamill
Illinois
$346K -$35K -355 -9%
BO
874
Bank OZK
Arkansas
$343K -$3.43K -35 -1%
PAS
875
Professional Advisory Services
Florida
$343K