PAYX icon

Paychex

1,103 hedge funds and large institutions have $20.4B invested in Paychex in 2020 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 396 increasing their positions, 421 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
22.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.36%
New
78
Increased
396
Reduced
421
Closed
60
Calls
$159M
Puts
$90.5M
Net Calls
+$68.2M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
976
Valeo Financial Advisors
Indiana
$84K -$15K -189 -15%
EP
977
Eudaimonia Partners
Tennessee
$83K -$34.1K -427 -29%
FMB
978
Field & Main Bank
Kentucky
$80K
CAL
979
Capital Advisors Ltd
Ohio
$77K
TFS
980
TrustCore Financial Services
Tennessee
$75K
OSAM
981
O'Shaughnessy Asset Management
Connecticut
$71K +$11.1K +139 +19%
HWA
982
Heritage Wealth Advisors
Virginia
$69.8K
PWMG
983
Prestige Wealth Management Group
New Jersey
$67K +$24.2K +304 +57%
BFC
984
Bedel Financial Consulting
Indiana
$63K
CAW
985
Cornerstone Advisors (Washington)
Washington
$62K -$2.46K -31 -4%
EFSCE
986
Enterprise Financial Services Corp (EFSC)
Missouri
$62K +$1.51K +19 +3%
RFA
987
Reilly Financial Advisors
California
$60K
FPFS
988
First Personal Financial Services
North Carolina
$60K
FMP
989
Financial Management Professionals
Texas
$57K
SWM
990
Sugarloaf Wealth Management
Georgia
$56K
SWM
991
Selective Wealth Management
Virginia
$54K
BWP
992
Baldwin Wealth Partners
Massachusetts
$54K +$54K +675 New
SAM
993
S.A. Mason
Michigan
$52K
HFM
994
Harvest Fund Management
China
$50K -$3.14K -39 -6%
PFS
995
Prospera Financial Services
Texas
$49K -$2.49M -31,415 -98%
LWA
996
Lenox Wealth Advisors
New York
$49K
ZB
997
Zions Bancorporation
Utah
$49K +$45.8K +569 +1,423%
QCG
998
Quadrant Capital Group
Ohio
$48K -$4.05K -51 -8%
MRCM
999
M&R Capital Management
New Jersey
$47K -$5.56K -71 -11%
CFO
1000
CVA Family Office
Colorado
$47K +$47K +595 New