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Paychex

1,101 hedge funds and large institutions have $20.7B invested in Paychex in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 415 increasing their positions, 393 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
24.18%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.4%
New
79
Increased
415
Reduced
393
Closed
73
Calls
$183M
Puts
$63.9M
Net Calls
+$119M
Net Calls Change
-$32.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
1001
Barnett & Company
Tennessee
$60K
HWA
1002
Heritage Wealth Advisors
Virginia
$57K +$57K +700 New
TCM
1003
Tradewinds Capital Management
Washington
$56K
SWM
1004
Selective Wealth Management
Virginia
$56K +$56K +678 New
MRCM
1005
M&R Capital Management
New Jersey
$55K
AWM
1006
Avior Wealth Management
Nebraska
$53K +$27.4K +335 +107%
BAMG
1007
Brand Asset Management Group
Missouri
$50K
WWM
1008
Willingdon Wealth Management
North Carolina
$50K +$8.85K +108 +22%
AIM
1009
Advantage Investment Management
Iowa
$47K -$920 -11 -2%
BCA
1010
Berman Capital Advisors
Georgia
$46K
FAM
1011
Fred Alger Management
New York
$45K -$45.5K -555 -50%
HI
1012
Hudock Inc
Pennsylvania
$43K -$659 -8 -2%
VFA
1013
Valeo Financial Advisors
Indiana
$43K +$28K +339 +187%
FCA
1014
FinTrust Capital Advisors
South Carolina
$39K
LWA
1015
Lowe Wealth Advisors
Maryland
$37K
TC
1016
Truvestments Capital
Florida
$36K
MAM
1017
Meeder Asset Management
Ohio
$36K +$17.7K +215 +97%
CFGS
1018
Concourse Financial Group Securities
Alabama
$35K -$383K -4,643 -92%
TF
1019
Tompkins Financial
New York
$35K
MGIA
1020
Moneta Group Investment Advisors
Missouri
$35K +$35K +423 New
FMTCOCP
1021
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K +$6.6K +79 +24%
CB
1022
Community Bank
New York
$33K
CM
1023
Castleark Management
Illinois
$30K -$1.12M -13,430 -97%
BEI
1024
Benjamin Edwards Inc
Missouri
$29K +$10.7K +128 +58%
GI
1025
Gradient Investments
Minnesota
$28K -$18.4K -224 -40%