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Paychex

1,208 hedge funds and large institutions have $23.5B invested in Paychex in 2020 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 432 increasing their positions, 424 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
+105
Holders Change %
+9.52%
% of All Funds
21.43%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
161
Increased
432
Reduced
424
Closed
43
Calls
$215M
Puts
$130M
Net Calls
+$85.5M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
1051
Matthew Hamilton Rosenberg
$110K
DAM
1052
Delta Asset Management
Tennessee
$109K
PMFA
1053
Plante Moran Financial Advisors
Michigan
$107K -$52.2K -561 -33%
PCG
1054
Private Capital Group
Connecticut
$107K -$4.3K -46 -4%
COCM
1055
Charter Oak Capital Management
New Hampshire
$104K +$104K +1,112 New
CBT
1056
CoreFirst Bank & Trust
Kansas
$102K +$102K +1,100 New
EWM
1057
Endurance Wealth Management
Rhode Island
$101K
SWA
1058
SOA Wealth Advisors
New York
$101K +$101K +1,119 New
SWA
1059
Sutton Wealth Advisors
Florida
$100K +$1.12K +12 +1%
VFA
1060
Valeo Financial Advisors
Indiana
$99K +$280 +3 +0.3%
EP
1061
Eudaimonia Partners
Tennessee
$97K
GWS
1062
Glassman Wealth Services
Virginia
$96K +$72.4K +778 +308%
FMB
1063
Field & Main Bank
Kentucky
$93K
GLLW
1064
Graves Light Lenhart Wealth
Virginia
$93K +$93K +1,003 New
CAL
1065
Capital Advisors Ltd
Ohio
$90K
TFS
1066
TrustCore Financial Services
Tennessee
$87K
Jones Financial Companies
1067
Jones Financial Companies
Missouri
$84K +$84K +899 New
HWA
1068
Heritage Wealth Advisors
Virginia
$82K
SSB
1069
Sandy Spring Bank
Maryland
$81K -$117K -1,251 -59%
BFC
1070
Bedel Financial Consulting
Indiana
$74K
IPW
1071
IronBridge Private Wealth
Texas
$74K +$74K +792 New
EFSCE
1072
Enterprise Financial Services Corp (EFSC)
Missouri
$72K -$653 -7 -0.9%
VCG
1073
Vantage Consulting Group
Virginia
$72K +$72K +770 New
PWM
1074
Perigon Wealth Management
California
$71K +$71K +757 New
RFA
1075
Reilly Financial Advisors
California
$70K