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Paychex

1,108 hedge funds and large institutions have $20.4B invested in Paychex in 2020 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 398 increasing their positions, 423 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $159M | Put options by funds: $90.5M

32% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 60

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more capital invested

Capital invested by funds: $19.4B → $20.4B (+$1.04B)

1% more funds holding

Funds holding: 1,0941,108 (+14)

0.22% less ownership

Funds ownership: 71.46%71.24% (-0.22%)

6% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 423

Holders
1,108
Holders Change
+14
Holders Change %
+1.28%
% of All Funds
22.36%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.36%
New
79
Increased
398
Reduced
423
Closed
60
Calls
$159M
Puts
$90.5M
Net Calls
+$68.2M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
976
Sowell Financial Services
Arkansas
$89K -$2.78K -37 -3%
FFA
977
Founders Financial Alliance
North Carolina
$89K +$84.2K +1,121 New
EWM
978
Endurance Wealth Management
Rhode Island
$87K
SWA
979
Sutton Wealth Advisors
Florida
$84.8K
RIM
980
Rampart Investment Management
Connecticut
$84K -$295K -3,927 -79%
VFA
981
Valeo Financial Advisors
Indiana
$84K -$14.2K -189 -15%
EP
982
Eudaimonia Partners
Tennessee
$83K -$32.1K -427 -29%
FMB
983
Field & Main Bank
Kentucky
$80K
CAL
984
Capital Advisors Ltd
Ohio
$77K
TFS
985
TrustCore Financial Services
Tennessee
$75K
OSAM
986
O'Shaughnessy Asset Management
Connecticut
$71K +$10.4K +139 +19%
HWA
987
Heritage Wealth Advisors
Virginia
$69.8K
PWMG
988
Prestige Wealth Management Group
New Jersey
$67K +$22.8K +304 +57%
BFC
989
Bedel Financial Consulting
Indiana
$63K
CAW
990
Cornerstone Advisors (Washington)
Washington
$62K -$2.33K -31 -4%
EFSCE
991
Enterprise Financial Services Corp (EFSC)
Missouri
$62K +$1.43K +19 +3%
FPFS
992
First Personal Financial Services
North Carolina
$60K
RFA
993
Reilly Financial Advisors
California
$60K
FMP
994
Financial Management Professionals
Texas
$57K
SWM
995
Sugarloaf Wealth Management
Georgia
$56K
SWM
996
Selective Wealth Management
Virginia
$54K
BWP
997
Baldwin Wealth Partners
Massachusetts
$54K +$50.7K +675 New
SAM
998
S.A. Mason
Michigan
$52K
HFM
999
Harvest Fund Management
China
$50K -$2.93K -39 -6%
PFS
1000
Prospera Financial Services
Texas
$49K -$2.36M -31,415 -98%