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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
LWA
1001
Lenox Wealth Advisors
New York
$49K
ZB
1002
Zions Bancorporation
Utah
$49K +$42.7K +569 +1,423%
QCG
1003
Quadrant Capital Group
Ohio
$48K -$3.83K -51 -8%
MRCM
1004
M&R Capital Management
New Jersey
$47K -$5.33K -71 -11%
CFO
1005
CVA Family Office
Colorado
$47K +$44.7K +595 New
BBHC
1006
Brown Brothers Harriman & Co
New York
$44K +$29.4K +392 +247%
PCM
1007
Penserra Capital Management
California
$43K +$4.81K +64 +13%
HI
1008
Hudock Inc
Pennsylvania
$41K
SIC
1009
Salem Investment Counselors
North Carolina
$40K
TCM
1010
Tradewinds Capital Management
Washington
$36K
ME
1011
McIlrath & Eck
Washington
$33K
FMTCOCP
1012
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K
KCM
1013
Kathmere Capital Management
Pennsylvania
$32K +$30K +400 New
ADL
1014
Asset Dedication LLC
California
$31K
LWM
1015
Liberty Wealth Management
California
$31K +$3.75K +50 +15%
PCWA
1016
Pacific Capital Wealth Advisors
California
$30K +$27.9K +372 New
CM
1017
Castleark Management
Illinois
$29K
MF
1018
Manchester Financial
California
$28K
Loomis, Sayles & Company
1019
Loomis, Sayles & Company
Massachusetts
$28K +$12.9K +172 +95%
NSB
1020
Norway Savings Bank
Maine
$28K +$26.3K +350 New
QCMC
1021
Quantum Capital Management (California)
California
$25K
SFPG
1022
Stonebridge Financial Planning Group
Florida
$25K
AWM
1023
Avior Wealth Management
Nebraska
$24K
BAM
1024
Barrett Asset Management
New York
$24K
BAM
1025
Bellevue Asset Management
Washington
$24K