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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
BG
851
Bellevue Group
Switzerland
$382K -$138K -1,500 -28%
FMLI
852
Fukoku Mutual Life Insurance
Japan
$382K
CYG
853
Clean Yield Group
Vermont
$381K -$9.21K -100 -3%
RZH
854
Relyea Zuckerberg Hanson
Connecticut
$380K +$3.59K +39 +1%
SFS
855
Sowell Financial Services
Arkansas
$379K +$147K +1,592 +75%
MWM
856
Mattern Wealth Management
Kansas
$378K -$858K -9,321 -71%
SOAMC
857
Spirit of America Management Corp
New York
$377K
TF
858
Tompkins Financial
New York
$375K
MWM
859
Mission Wealth Management
California
$375K +$2.76K +30 +0.8%
COF
860
Capital One Financial
Virginia
$373K -$13K -141 -4%
SWP
861
Summit Wealth Partners
Florida
$371K +$92.1K +1,000 +36%
WBG
862
Wharton Business Group
Pennsylvania
$370K +$5.43K +59 +2%
AC
863
Allstate Corporation
Illinois
$369K +$94.8K +1,029 +38%
PIM
864
Penobscot Investment Management
Massachusetts
$366K
ST
865
Smithfield Trust
Pennsylvania
$364K -$109K -1,185 -24%
GIP
866
Greatmark Investment Partners
Georgia
$364K
SC
867
SouthState Corp
Florida
$361K -$1.38K -15 -0.4%
IA
868
IFP Advisors
Florida
$360K +$34.6K +376 +11%
APP
869
Avantax Planning Partners
Iowa
$359K +$8.93K +97 +3%
CW
870
CreativeOne Wealth
Kansas
$358K +$76.4K +830 +29%
CA
871
Clearstead Advisors
Ohio
$355K -$1.29K -14 -0.4%
IWM
872
IHT Wealth Management
Illinois
$354K +$3.78K +41 +1%
MAM
873
Meeder Asset Management
Ohio
$354K +$63.7K +692 +24%
SAM
874
Smithbridge Asset Management
Pennsylvania
$353K
MG
875
Mather Group
Illinois
$351K -$13.8K -150 -4%