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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 %
EWM
1051
EPG Wealth Management
Georgia
$77K +$77K +902 New
HWA
1052
Heritage Wealth Advisors
Virginia
$74.4K +$14.9K +175 +25%
RA
1053
Rational Advisors
New York
$73K -$144K -1,700 -66%
SIC
1054
Samalin Investment Counsel
New York
$68K +$68K +809 New
BFC
1055
Bedel Financial Consulting
Indiana
$67K
EFSCE
1056
Enterprise Financial Services Corp (EFSC)
Missouri
$66K +$1.44K +17 +2%
LWA
1057
Lenox Wealth Advisors
New York
$65K
RFA
1058
Reilly Financial Advisors
California
$64K
WOC
1059
West Oak Capital
California
$63K -$34.5K -405 -35%
BC
1060
Barnett & Company
Tennessee
$62K
SWM
1061
Sugarloaf Wealth Management
Georgia
$60K +$60K +703 New
SWM
1062
Selective Wealth Management
Virginia
$58K
MRCM
1063
M&R Capital Management
New Jersey
$57K
TCM
1064
Tradewinds Capital Management
Washington
$57K
FCA
1065
FinTrust Capital Advisors
South Carolina
$55K +$15.6K +185 +40%
TI
1066
tru Independence
Oregon
$53K +$53K +836 New
MAM
1067
Meeder Asset Management
Ohio
$48K +$10.9K +129 +30%
BCA
1068
Berman Capital Advisors
Georgia
$47K
FANJ
1069
Financial Architects (New Jersey)
New Jersey
$45K -$34K -396 -43%
VFA
1070
Valeo Financial Advisors
Indiana
$44K
HI
1071
Hudock Inc
Pennsylvania
$44K +$84 +1 +0.2%
WWM
1072
Willingdon Wealth Management
North Carolina
$43K -$9.25K -108 -18%
LWA
1073
Lowe Wealth Advisors
Maryland
$39K
CAW
1074
Cornerstone Advisors (Washington)
Washington
$38K +$9.88K +116 +35%
Twin Tree Management
1075
Twin Tree Management
Texas
$37K -$91.2K -1,080 -71%