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Paychex

1,230 hedge funds and large institutions have $26.9B invested in Paychex in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 468 increasing their positions, 418 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+11
Holders Change %
+0.9%
% of All Funds
21.47%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.45%
New
101
Increased
468
Reduced
418
Closed
79
Calls
$201M
Puts
$90.6M
Net Calls
+$110M
Net Calls Change
+$30.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RPWA
1026
Regent Peak Wealth Advisors
Georgia
$208K +$208K +1,828 New
SSWG
1027
Seven Springs Wealth Group
Tennessee
$207K +$207K +1,929 New
LCC
1028
Lincoln Capital Corp
Rhode Island
$206K +$206K +1,920 New
MAG
1029
MRA Advisory Group
New Jersey
$206K +$206K +1,923 New
SWM
1030
Spire Wealth Management
Virginia
$205K -$13.2K -123 -6%
AF
1031
Affiance Financial
Minnesota
$205K +$205K +1,912 New
LS
1032
Leelyn Smith
Illinois
$204K -$3.22K -30 -2%
BCM
1033
Bayesian Capital Management
New York
$204K +$204K +1,900 New
AIM
1034
Aspen Investment Management
Michigan
$203K +$203K +1,890 New
BFS
1035
Bard Financial Services
Connecticut
$203K +$203K +1,895 New
CC
1036
Cornerstone Capital
California
$203K +$203K +1,896 New
ACM
1037
Ategra Capital Management
Virginia
$202K +$202K +1,886 New
VNA
1038
Valley National Advisers
Pennsylvania
$197K -$5.37K -50 -3%
AIG
1039
American International Group
New York
$195K -$13.2K -123,303 -6%
CPA
1040
Cowen Prime Advisors
New York
$193K
FNBOSM
1041
First National Bank of South Miami
Florida
$182K +$29.6K +275 +19%
CFA
1042
Carroll Financial Associates
North Carolina
$172K -$25.4K -238 -13%
BFC
1043
Bedel Financial Consulting
Indiana
$171K
OSNBOA
1044
Old Second National Bank of Aurora
Illinois
$166K -$4.3K -40 -3%
RIM
1045
Rockbridge Investment Management
New York
$166K +$2.91K +27 +2%
CI
1046
CX Institutional
Indiana
$164K +$9.02K +84 +6%
BCM
1047
Blume Capital Management
California
$163K
OIA
1048
Optimum Investment Advisors
Illinois
$156K -$37.7K -350 -19%
FFC
1049
First Financial Corp
Indiana
$156K
NEAM
1050
New England Asset Management
Connecticut
$155K -$154K -1,435 -50%