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Paychex

1,103 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, 395 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $183M | Put options by funds: $63.9M

8% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 73

5% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 395

0% more funds holding

Funds holding: 1,1011,103 (+2)

0% less capital invested

Capital invested by funds: $20.8B → $20.7B (-$23.1M)

0.34% less ownership

Funds ownership: 70.65%70.31% (-0.34%)

27% less funds holding in top 10

Funds holding in top 10: 2619 (-7)

Holders
1,103
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
24.19%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
79
Increased
415
Reduced
395
Closed
73
Calls
$183M
Puts
$63.9M
Net Calls
+$119M
Net Calls Change
-$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
1026
Benjamin Edwards Inc
Missouri
$29K +$10.6K +128 +58%
GI
1027
Gradient Investments
Minnesota
$28K -$18.6K -224 -40%
LWM
1028
Liberty Wealth Management
California
$27K +$166 +2 +0.6%
CAW
1029
Cornerstone Advisors (Washington)
Washington
$27K +$13.1K +158 +92%
VCM
1030
Vigilant Capital Management
Maine
$27K +$26.7K +321 New
PCM
1031
Prelude Capital Management
New York
$27K +$26.9K +324 New
ADL
1032
Asset Dedication LLC
California
$26K +$1.5K +18 +6%
QCMC
1033
Quantum Capital Management (California)
California
$26K +$26.2K +315 New
BAM
1034
Barrett Asset Management
New York
$25K
GWA
1035
Guidant Wealth Advisors
Illinois
$25K
SMG
1036
Spectrum Management Group
Indiana
$25K
TF
1037
TimeScale Financial
Massachusetts
$25K
TI
1038
Truehand Inc
New Hampshire
$25K
AS
1039
Altshuler Shaham
Israel
$25K +$1.75K +21 +7%
RFWA
1040
RPg Family Wealth Advisory
Massachusetts
$24.8K
GWS
1041
Glassman Wealth Services
Virginia
$24K -$249 -3 -1%
MUS
1042
Mitsubishi UFJ Securities
Japan
$24K
OAJ
1043
Ogorek Anthony Joseph
New York
$23K
SLF
1044
Sun Life Financial
Ontario, Canada
$22K +$332 +4 +2%
SCA
1045
Stonebridge Capital Advisors
Minnesota
$20K -$12.8K -154 -39%
MSFP
1046
Mark Sheptoff Financial Planning
Connecticut
$19K +$19.5K +235 New
GAM
1047
Gemmer Asset Management
California
$18K
GSWM
1048
Golden State Wealth Management
California
$17K -$16.6K -200 -50%
HCM
1049
Highlander Capital Management
New Jersey
$17K
MMG
1050
Monetary Management Group
Missouri
$17K