We are live on ! Find out more
PAYX icon

Paychex

1,108 hedge funds and large institutions have $20.4B invested in Paychex in 2020 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 398 increasing their positions, 423 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $159M | Put options by funds: $90.5M

32% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 60

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more capital invested

Capital invested by funds: $19.4B → $20.4B (+$1.04B)

1% more funds holding

Funds holding: 1,0941,108 (+14)

0.22% less ownership

Funds ownership: 71.46%71.24% (-0.22%)

6% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 423

Holders
1,108
Holders Change
+14
Holders Change %
+1.28%
% of All Funds
22.36%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.36%
New
79
Increased
398
Reduced
423
Closed
60
Calls
$159M
Puts
$90.5M
Net Calls
+$68.2M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1051
Monetary Management Group
Missouri
$16K
PW
1052
Price Wealth
Texas
$16K +$14.7K +196 New
BCWM
1053
Bartlett & Co Wealth Management
Ohio
$15.6K
SLF
1054
Sun Life Financial
Ontario, Canada
$15K +$225 +3 +2%
ONST
1055
Old North State Trust
North Carolina
$15K +$14.2K +189 New
CG
1056
Cutler Group
California
$15K +$15K +200 New
FCM
1057
Firestone Capital Management
Florida
$14K
CHAM
1058
Clear Harbor Asset Management
Connecticut
$13.6K +$12.8K +170 New
EARNEST Partners
1059
EARNEST Partners
Georgia
$13K
POIA
1060
Pin Oak Investment Advisors
Texas
$13K
WOC
1061
West Oak Capital
California
$13K
LFG
1062
Larson Financial Group
Missouri
$12K -$14.3K -190 -56%
JWA
1063
JFS Wealth Advisors
Pennsylvania
$12K
LWANC
1064
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
RIA
1065
RPG Investment Advisory
California
$12K
APWA
1066
Atlas Private Wealth Advisors
New Jersey
$11K
IRC
1067
Investors Research Corp
Georgia
$11K
ETC
1068
Exchange Traded Concepts
Oklahoma
$10K -$5.03K -67 -34%
VCM
1069
Vigilant Capital Management
Maine
$10K
AWM
1070
AllSquare Wealth Management
New York
$8K
TJHA
1071
Thomas J. Herzfeld Advisors
Florida
$8K
PO
1072
Private Ocean
California
$8K +$7.51K +100 New
EIP
1073
Ellis Investment Partners
Pennsylvania
$7K
SGAM
1074
Smith Group Asset Management
Texas
$7K
TFGT
1075
TS Financial Group (TSFG)
Illinois
$7K