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Paychex

1,230 hedge funds and large institutions have $26.9B invested in Paychex in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 468 increasing their positions, 418 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+11
Holders Change %
+0.9%
% of All Funds
21.47%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.45%
New
101
Increased
468
Reduced
418
Closed
79
Calls
$201M
Puts
$90.6M
Net Calls
+$110M
Net Calls Change
+$30.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
901
Sentry Investment Management
Wisconsin
$321K
CAL
902
Capital Advisors Ltd
Ohio
$318K +$215K +2,000 +208%
LIM
903
Leavell Investment Management
Alabama
$317K
IP
904
Innovative Portfolios
Indiana
$317K +$317K +2,955 New
ISL
905
Ingalls & Snyder LLC
New York
$315K +$315K +2,935 New
DWT
906
Dorsey & Whitney Trust
South Dakota
$314K
FWM
907
Foresight Wealth Management
Utah
$314K
NQWM
908
Northwest Quadrant Wealth Management
Oregon
$313K -$17.6K -164 -5%
RPC
909
Rossmore Private Capital
Connecticut
$313K
RE
910
RBC Europe
United Kingdom
$313K
ST
911
Smithfield Trust
Pennsylvania
$312K -$85.7K -800 -22%
PCH
912
PGIM Custom Harvest
New Jersey
$312K +$312K +2,911 New
TAM
913
Trust Asset Management
Texas
$311K +$35.3K +329 +13%
WP
914
WealthPLAN Partners
Nebraska
$310K -$72.9K -624 -19%
EI
915
Ellevest Inc
New York
$309K +$61.6K +574 +25%
CA
916
Continuum Advisory
Idaho
$309K +$309K +2,876 New
LCM
917
Logan Capital Management
Pennsylvania
$307K
AWM
918
Apollon Wealth Management
South Carolina
$304K -$8.7K -81 -3%
JIC
919
Johnson Investment Counsel
Ohio
$303K -$303K -2,826 -50%
MPIA
920
Mountain Pacific Investment Advisers
Idaho
$303K
PVH
921
Psagot Value Holdings
Israel
$303K +$303K +2,824 New
TA
922
Tectonic Advisors
Texas
$302K +$55.5K +517 +22%
EWA
923
Exencial Wealth Advisors
Oklahoma
$302K +$302K +2,817 New
OL
924
Optas LLC
Texas
$300K -$536 -5 -0.2%
SA
925
SRH Advisors
Kansas
$300K