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Paychex

1,224 hedge funds and large institutions have $24.7B invested in Paychex in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 460 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $157M | Put options by funds: $77.4M

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.12B)

1% more funds holding

Funds holding: 1,2141,224 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.03% less ownership

Funds ownership: 70.43%70.4% (-0.03%)

2% less repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 460

Holders
1,224
Holders Change
+10
Holders Change %
+0.82%
% of All Funds
21.49%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
101
Increased
451
Reduced
460
Closed
80
Calls
$157M
Puts
$77.4M
Net Calls
+$79.8M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
1051
Maven Securities
Jersey
$121K +$114K +1,233 New
CBT
1052
Central Bank & Trust
Kentucky
$119K
SWA
1053
SOA Wealth Advisors
New York
$118K +$8.47K +92 +8%
MHR
1054
Matthew Hamilton Rosenberg
$116K
AA
1055
Ancora Advisors
Ohio
$115K -$18.9K -205 -15%
CB
1056
Community Bank
New York
$115K
DAM
1057
Delta Asset Management
Tennessee
$114K
PMFA
1058
Plante Moran Financial Advisors
Michigan
$113K +$276 +3 +0.3%
PCG
1059
Private Capital Group
Connecticut
$112K -$461 -5 -0.4%
COCM
1060
Charter Oak Capital Management
New Hampshire
$109K
CBT
1061
CoreFirst Bank & Trust
Kansas
$108K
EWM
1062
Endurance Wealth Management
Rhode Island
$107K
SWA
1063
Sutton Wealth Advisors
Florida
$104K -$921 -10 -0.9%
FHA
1064
First Horizon Advisors
Tennessee
$98K -$50.6K -549 -35%
FMB
1065
Field & Main Bank
Kentucky
$98K
ST
1066
Sageworth Trust
Pennsylvania
$98K +$42.5K +461 +86%
FPS
1067
Fieldpoint Private Securities
Connecticut
$98K +$75.5K +820 +463%
PCM
1068
Pinz Capital Management
New York
$98K +$92.1K +1,000 New
VFA
1069
Valeo Financial Advisors
Indiana
$97K -$6.72K -73 -7%
EP
1070
Eudaimonia Partners
Tennessee
$94K -$7.37K -80 -8%
CAL
1071
Capital Advisors Ltd
Ohio
$94K
HWMA
1072
Heritage Wealth Management (Arizona)
Arizona
$93K +$87K +945 New
TFS
1073
TrustCore Financial Services
Tennessee
$92K
HWA
1074
Heritage Wealth Advisors
Virginia
$85.8K
CSPIA
1075
Cary Street Partners Investment Advisory
Virginia
$85K -$167K -1,815 -68%