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Paychex

1,274 hedge funds and large institutions have $28.5B invested in Paychex in 2021 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 447 increasing their positions, 496 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+44
Holders Change %
+3.58%
% of All Funds
22.37%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.49%
New
105
Increased
447
Reduced
496
Closed
45
Calls
$215M
Puts
$118M
Net Calls
+$97.6M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
851
Summit Wealth Partners
Florida
$426K +$675 +6 +0.2%
CMO
852
Covenant Multifamily Offices
Texas
$425K +$6.31K +54 +2%
DSC
853
Duncker Streett & Co
Missouri
$423K -$32.5K -289 -7%
PFS
854
Physicians Financial Services
North Carolina
$422K -$11K -98 -3%
IP
855
Investment Partners
Ohio
$421K +$1.69K +15 +0.4%
AWM
856
Apollon Wealth Management
South Carolina
$420K +$102K +904 +32%
PIM
857
Penobscot Investment Management
Massachusetts
$419K
NEAM
858
New England Asset Management
Connecticut
$417K +$255K +2,269 +158%
AIC
859
Ameritas Investment Company
Nebraska
$416K +$218K +1,937 +110%
COF
860
Capital One Financial
Virginia
$413K
OCG
861
Opus Capital Group
Ohio
$412K -$313K -2,781 -43%
EWM
862
EPG Wealth Management
Georgia
$412K +$23.4K +208 +6%
CI
863
Conning Inc
Connecticut
$408K -$46.2M -410,417 -99%
IA
864
IFP Advisors
Florida
$408K -$17.5K -157 -4%
APP
865
Avantax Planning Partners
Iowa
$408K -$3.94K -35 -1%
SAM
866
Smithbridge Asset Management
Pennsylvania
$405K
CGL
867
Clarius Group LLC
Washington
$405K +$20.4K +181 +5%
Fisher Asset Management
868
Fisher Asset Management
Washington
$402K +$127K +1,126 +46%
CFIA
869
Cantor Fitzgerald Investment Advisors
New York
$401K +$41.6K +370 +12%
AOWM
870
Alpha Omega Wealth Management
Virginia
$399K -$10.7K -95 -3%
ABC
871
Associated Banc-Corp
Wisconsin
$398K
GJIC
872
Gamble Jones Investment Counsel
California
$397K -$206K -1,834 -34%
BHWM
873
Bar Harbor Wealth Management
New Hampshire
$396K -$30.3K -270 -7%
PSP
874
Principal Street Partners
Tennessee
$396K +$8.99K +80 +2%
SC
875
SouthState Corp
Florida
$394K