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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
PIA
951
Powell Investment Advisors
Florida
$264K -$29.3K -318 -11%
1WA
952
180 Wealth Advisors
Washington
$263K -$31.8K -345 -12%
GSC
953
Ground Swell Capital
South Carolina
$263K +$247K +2,687 New
LIM
954
Loudon Investment Management
New Hampshire
$260K
NME
955
Notis-McConarty Edward
$260K
TH
956
TCTC Holdings
Texas
$260K
BIM
957
Bridgecreek Investment Management
Oklahoma
$257K
BPA
958
Beacon Pointe Advisors
California
$256K +$241K +2,615 New
DT
959
Diversified Trust
Tennessee
$254K -$103K -1,116 -30%
IIA
960
ICW Investment Advisors
Arizona
$254K +$11.3K +123 +5%
KIA
961
KCM Investment Advisors
California
$252K
TAM
962
Trust Asset Management
Texas
$252K +$236K +2,567 New
CPA
963
Clear Perspective Advisors
Illinois
$252K +$237K +2,573 New
GWM
964
Gray Wealth Management
Maine
$251K +$184 +2 +0.1%
WR
965
WD Rutherford
Oregon
$250K
BAS
966
Brown Advisory Securities
Maryland
$249K
LA
967
Latitude Advisors
Florida
$249K +$234K +2,539 New
IFG
968
Investors Financial Group
Minnesota
$248K -$19.8K -215 -8%
NFG
969
Next Financial Group
Texas
$245K -$9.03K -98 -4%
DA
970
Detalus Advisors
Missouri
$244K -$11.6K -126 -5%
AWM
971
Aberdeen Wealth Management
Illinois
$244K +$184 +2 +0.1%
CBN
972
Cadence Bank NA
Texas
$243K
FIM
973
Fruth Investment Management
Texas
$242K
SIC
974
Schwartz Investment Counsel
Michigan
$241K
FLI
975
Family Legacy Inc
South Carolina
$240K