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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
SAM
976
Silvercrest Asset Management
New York
$240K
HC
977
HNP Capital
New York
$239K -$8.84K -96 -4%
VRM
978
Vectors Research Management
New York
$239K -$8.84K -96 -4%
JWCA
979
J.W. Cole Advisors
Florida
$239K +$4.88K +53 +2%
PI
980
Pettee Investors
Connecticut
$233K
SIC
981
Sigma Investment Counselors
Michigan
$232K -$20.3K -220 -8%
CPA
982
Court Place Advisors
Maryland
$232K
PA
983
Parallel Advisors
California
$231K -$10.8K -117 -5%
WAM
984
WNY Asset Management
New York
$231K -$2.21K -24 -1%
AA
985
Aufman Associates
Pennsylvania
$230K
EI
986
Ellevest Inc
New York
$226K -$2.85K -31 -1%
SWM
987
Stockman Wealth Management
Montana
$226K
CWM
988
Cabot Wealth Management
Massachusetts
$225K -$368 -4 -0.2%
TA
989
Tectonic Advisors
Texas
$225K +$212K +2,298 New
BP
990
Ballentine Partners
Massachusetts
$224K -$276 -3 -0.1%
NIM
991
NuWave Investment Management
New Jersey
$222K -$251K -2,724 -55%
HI
992
Harbour Investments
Wisconsin
$220K +$207K +2,245 New
Fisher Asset Management
993
Fisher Asset Management
Washington
$219K -$358K -3,892 -64%
AIP
994
Almanack Investment Partners
Pennsylvania
$219K -$9.49K -103 -4%
BA
995
Bristlecone Advisors
Washington
$219K +$206K +2,239 New
AWP
996
Accretive Wealth Partners
New Jersey
$217K
ACM
997
Advisors Capital Management
New Jersey
$216K +$203K +2,206 New
WMA
998
Wealth Management Associates
New Jersey
$216K +$276 +3 +0.1%
NL
999
NWAM LLC
Washington
$215K -$8.66K -94 -4%
JCM
1000
Jacobi Capital Management
Pennsylvania
$215K +$829 +9 +0.4%