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Paychex

1,208 hedge funds and large institutions have $23.5B invested in Paychex in 2020 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 432 increasing their positions, 424 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+105
Holders Change %
+9.52%
% of All Funds
21.43%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
161
Increased
432
Reduced
424
Closed
43
Calls
$215M
Puts
$130M
Net Calls
+$85.5M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1001
Cabot Wealth Management
Massachusetts
$214K +$214K +2,298 New
NL
1002
NWAM LLC
Washington
$213K +$213K +2,288 New
VCM
1003
Vivaldi Capital Management
Illinois
$210K +$210K +2,253 New
EWA
1004
Exencial Wealth Advisors
Oklahoma
$209K -$104K -1,112 -33%
EWA
1005
EP Wealth Advisors
California
$208K -$31.1K -333 -13%
AWP
1006
Accretive Wealth Partners
New Jersey
$206K +$206K +2,212 New
WMA
1007
Wealth Management Associates
New Jersey
$205K +$205K +2,196 New
JCM
1008
Jacobi Capital Management
Pennsylvania
$204K +$747 +8 +0.4%
PM
1009
Parametrica Management
Hong Kong
$201K +$201K +2,155 New
BAM
1010
Belpointe Asset Management
Nevada
$200K +$28.1K +300 +16%
VNA
1011
Valley National Advisers
Pennsylvania
$199K -$9.34K -100 -4%
SFS
1012
Sowell Financial Services
Arkansas
$199K +$94.7K +1,017 +91%
MSFP
1013
Mark Sheptoff Financial Planning
Connecticut
$199K +$171K +1,835 +612%
AIG
1014
American International Group
New York
$196K -$37.9K -406,345 -16%
SCM
1015
Silvant Capital Management
Georgia
$196K
1832 Asset Management
1016
1832 Asset Management
Ontario, Canada
$187K
MIM
1017
Meridiem Investment Management
United Kingdom
$186K +$186K +2,000 New
GEA
1018
Glen Eagle Advisors
New Jersey
$185K
CFA
1019
Carroll Financial Associates
North Carolina
$176K -$17.8K -191 -9%
CCM
1020
Copeland Capital Management
Pennsylvania
$173K -$2.79K -30 -2%
LS
1021
Leelyn Smith
Illinois
$169K -$22.4K -240 -12%
OIA
1022
Optimum Investment Advisors
Illinois
$168K -$9.33K -100 -5%
CPA
1023
Cowen Prime Advisors
New York
$168K
HFA
1024
Hoover Financial Advisors
Pennsylvania
$166K +$166K +1,881 New
RPWA
1025
Regent Peak Wealth Advisors
Georgia
$163K -$72.9K -781 -31%