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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
WA
901
Wealth Alliance
New York
$310K +$10K +109 +4%
MAFM
902
Mid Atlantic Financial Management
Pennsylvania
$309K +$7.46K +81 +3%
JF
903
Jump Financial
Illinois
$308K -$37.7K -409 -12%
PP
904
Paloma Partners
Connecticut
$305K -$788K -8,556 -73%
FFA
905
First Foundation Advisors
California
$305K -$18.7K -203 -6%
Luther King Capital Management (LKCM)
906
Luther King Capital Management (LKCM)
Texas
$303K -$59.9K -650 -17%
PCA
907
Pallas Capital Advisors
Massachusetts
$303K +$278K +3,019 New
SIG
908
Sargent Investment Group
Maryland
$301K
NQWM
909
Northwest Quadrant Wealth Management
Oregon
$301K +$1.29K +14 +0.5%
EF
910
Empirical Finance
Pennsylvania
$300K
SFG
911
SevenBridge Financial Group
Pennsylvania
$299K
DIM
912
Delta Investment Management
California
$299K +$4.97K +54 +2%
CFIA
913
Cantor Fitzgerald Investment Advisors
New York
$298K
S
914
Seeyond
France
$297K
KFI
915
Key Financial Inc
Pennsylvania
$296K -$529K -5,743 -66%
ABC
916
Associated Banc-Corp
Wisconsin
$296K -$230K -2,498 -35%
BCM
917
Brown Capital Management
Maryland
$296K
AssetMark Inc
918
AssetMark Inc
California
$296K +$20.4K +222 +8%
FCA
919
FLC Capital Advisors
California
$294K
GWAG
920
Garrett Wealth Advisory Group
Texas
$294K
MJP
921
Michael J. Puzo
$294K
NFC
922
Northeast Financial Consultants
Connecticut
$294K
HAIM
923
Hunter Associates Investment Management
Pennsylvania
$294K +$21.4K +232 +8%
SIM
924
Sentry Investment Management
Wisconsin
$293K -$1.32M -14,304 -83%
IP
925
Investment Partners
Ohio
$293K +$1.57K +17 +0.6%