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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
MCWS
876
McKinley Carter Wealth Services
West Virginia
$351K +$1.29K +14 +0.4%
SBH
877
Segall Bryant & Hamill
Illinois
$346K -$32.7K -355 -9%
BO
878
Bank OZK
Arkansas
$343K -$3.22K -35 -1%
DLA
879
Douglas Lane & Associates
New York
$343K
PAS
880
Professional Advisory Services
Florida
$343K
CCC
881
Crescent Capital Consulting
Louisiana
$341K
LFAS
882
Level Four Advisory Services
Texas
$340K -$23.8K -258 -7%
BB
883
Busey Bank
Illinois
$338K
LFA
884
Legacy Financial Advisors
Kentucky
$336K +$39.5K +429 +14%
GWM
885
Geneos Wealth Management
Colorado
$334K -$10K -109 -3%
MMHP
886
Murphy Middleton Hinkle & Parker
Georgia
$332K -$32.7K -355 -9%
SFA
887
Sequoia Financial Advisors
Ohio
$332K +$25.2K +274 +9%
WA
888
WBH Advisory
Maryland
$330K -$11.3K -123 -4%
WP
889
WealthPLAN Partners
Nebraska
$330K
HIC
890
Holderness Investments Company
North Carolina
$329K -$27.6K -300 -8%
CGL
891
Clarius Group LLC
Washington
$329K +$2.67K +29 +0.9%
VWM
892
Vigilare Wealth Management
Arizona
$328K +$82.7K +898 +37%
RMDI
893
R.M. Davis Inc
Maine
$326K -$4.61K -50 -1%
BC
894
Burleson & Co
California
$323K
RGC
895
Roberts, Glore & Co
Illinois
$321K -$6.91K -75 -2%
PCP
896
Proficio Capital Partners
Massachusetts
$321K +$302K +3,279 New
LIM
897
Leavell Investment Management
Alabama
$317K
DMC
898
Drexel Morgan & Co
Pennsylvania
$314K
MKC
899
M. Kraus & Co
Vermont
$313K -$3.04K -33 -1%
MA
900
MJP Associates
Connecticut
$312K +$4.14K +45 +1%