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Paychex
PAYX

Overview Fund Activity

1,090 hedge funds and large institutions have $19.4B invested in Paychex in 2020 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 352 increasing their positions, 449 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+20
Holders Change %
+1.87%
% of All Funds
22.4%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
135
Increased
352
Reduced
449
Closed
106
Calls
$166M
Puts
$85.6M
Net Calls
+$80.2M
Net Calls Change
+$9.63M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$647M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$197M
3
AIG
American International Group
New York
+$183M
4
Charles Schwab
Charles Schwab
California
+$96.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$62.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$115M
2
Invesco
Invesco
Georgia
-$104M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$81.1M
4
Morgan Stanley
Morgan Stanley
New York
-$73.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
951
Hoover Financial Advisors
Pennsylvania
$110K +$110K +1,456 New
BWM
952
Baystate Wealth Management
Massachusetts
$101K -$6.77K -89 -6%
CLOS
953
Compagnie Lombard Odier SCmA
Switzerland
$98K – – –
TH
954
TCTC Holdings
Texas
$97K +$97K +1,274 New
DAM
955
Delta Asset Management
Tennessee
$96K – – –
PFBT
956
Parkside Financial Bank & Trust
Missouri
$95K -$9.24K -122 -9%
VFA
957
Valeo Financial Advisors
Indiana
$95K +$10.8K +142 +13%
HIIFS
958
Harel Insurance Investments & Financial Services
Israel
$95K +$95K +1,252 New
PWP
959
Principle Wealth Partners
Connecticut
$95K +$95K +1,258 New
TSW
960
Thompson Siegel & Walmsley
Virginia
$93K – – –
ICM
961
Islay Capital Management
Texas
$93K +$93K +1,225 New
CBT
962
Central Bank & Trust
Kentucky
$92K -$8.62K -114 -9%
CIA
963
CSat Investment Advisory
Michigan
$92K +$13.2K +173 +17%
MHR
964
Matthew Hamilton Rosenberg
$89K – – –
AA
965
Ancora Advisors
Ohio
$89K +$16.7K +219 +23%
SFS
966
Sowell Financial Services
Arkansas
$88K -$394K -5,179 -82%
PFGIA
967
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$454 +6 +0.5%
PCG
968
Private Capital Group
Connecticut
$85K – – –
SCA
969
Stonebridge Capital Advisors
Minnesota
$84K +$77.2K +1,025 +1,139%
EWM
970
Endurance Wealth Management
Rhode Island
$82K – – –
SWA
971
Sutton Wealth Advisors
Florida
$80.5K +$379 +5 +0.5%
MCM
972
Manchester Capital Management
Vermont
$76K -$26.5K -350 -26%
FMB
973
Field & Main Bank
Kentucky
$76K +$76K +1,000 New
PGAM
974
Princeton Global Asset Management
New Jersey
$75K – – –
CAL
975
Capital Advisors Ltd
Ohio
$73K – – –
37 38
39
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