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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
AFS
1001
Axiom Financial Strategies
Indiana
$215K +$202K +2,196 New
HI
1002
Horizon Investments
North Carolina
$211K +$198K +2,149 New
BAM
1003
Belpointe Asset Management
Nevada
$210K +$461 +5 +0.2%
SAM
1004
SignalPoint Asset Management
Missouri
$210K +$198K +2,146 New
GL
1005
Graypoint LLC
New York
$209K +$196K +2,128 New
SCM
1006
Silvant Capital Management
Georgia
$207K
AWA
1007
Arete Wealth Advisors
Illinois
$207K +$195K +2,116 New
IA
1008
IFG Advisory
Georgia
$207K +$195K +2,117 New
RFN
1009
RDA Financial Network
Iowa
$206K +$194K +2,102 New
WW
1010
Westshore Wealth
California
$206K +$194K +2,103 New
BWP
1011
BSW Wealth Partners
Colorado
$204K +$192K +2,087 New
SB
1012
Sunflower Bank
Texas
$203K +$191K +2,071 New
VCM
1013
Vivaldi Capital Management
Illinois
$201K -$22.7K -246 -11%
RC
1014
RegentAtlantic Capital
New Jersey
$201K +$189K +2,048 New
WGAM
1015
Wilkinson Global Asset Management
New York
$201K +$189K +2,052 New
ST
1016
Spinnaker Trust
Maine
$201K +$189K +2,053 New
RG
1017
Rikoon Group
New Mexico
$200K +$188K +2,038 New
SWM
1018
Spire Wealth Management
Virginia
$199K +$187K +2,029 New
GEA
1019
Glen Eagle Advisors
New Jersey
$195K
AIG
1020
American International Group
New York
$190K -$15.3M -166,662 -8%
LS
1021
Leelyn Smith
Illinois
$189K +$11.1K +121 +7%
HFA
1022
Hoover Financial Advisors
Pennsylvania
$186K
VNA
1023
Valley National Advisers
Pennsylvania
$185K -$22.8K -248 -12%
CFA
1024
Carroll Financial Associates
North Carolina
$181K -$3.78K -41 -2%
APP
1025
Alpha Paradigm Partners
Illinois
$181K +$170K +1,851 New