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Paychex

1,177 hedge funds and large institutions have $21.1B invested in Paychex in 2019 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 446 increasing their positions, 381 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+76
Holders Change %
+6.9%
% of All Funds
23.24%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.32%
New
146
Increased
446
Reduced
381
Closed
50
Calls
$225M
Puts
$121M
Net Calls
+$104M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
1026
TRUE Private Wealth Advisors
Oregon
$112K +$112K +1,318 New
CF
1027
Centaurus Financial
California
$112K +$112K +1,320 New
BWM
1028
Baystate Wealth Management
Massachusetts
$111K +$764 +9 +0.7%
CLOS
1029
Compagnie Lombard Odier SCmA
Switzerland
$110K
IIA
1030
ICW Investment Advisors
Arizona
$110K +$110K +1,288 New
DAM
1031
Delta Asset Management
Tennessee
$107K +$3.22K +38 +3%
TSW
1032
Thompson Siegel & Walmsley
Virginia
$105K +$18.8K +220 +22%
GRP
1033
Global Retirement Partners
California
$103K +$11K +129 +12%
AF
1034
Allworth Financial
California
$101K
FPFS
1035
First Personal Financial Services
North Carolina
$100K -$3.5K -41 -3%
ACM
1036
Allred Capital Management
Texas
$99.4K +$99.4K +1,169 New
PFGIA
1037
Patriot Financial Group Insurance Agency
Massachusetts
$98K +$170 +2 +0.2%
PCG
1038
Private Capital Group
Connecticut
$95K +$423 +5 +0.4%
FMB
1039
Field & Main Bank
Kentucky
$94K
EW
1040
Evoke Wealth
California
$92.8K +$79.4K +934 +595%
O
1041
Ossiam
France
$91K +$91K +1,075 New
HFM
1042
Harvest Fund Management
China
$90K
IRAG
1043
Investment Research & Advisory Group
Georgia
$89K +$89K +1,051 New
SWA
1044
Sutton Wealth Advisors
Florida
$88.5K
FGAM
1045
Financial Gravity Asset Management
Texas
$85K -$104K -39 -55%
CAL
1046
Capital Advisors Ltd
Ohio
$82K
AA
1047
Ancora Advisors
Ohio
$81K +$81K +950 New
TFS
1048
TrustCore Financial Services
Tennessee
$80K
GLI
1049
Guardian Life Insurance
New York
$79K
CIA
1050
CSat Investment Advisory
Michigan
$78K +$11.6K +136 +17%