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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 %
TFM
1051
TFC Financial Management
Massachusetts
$153K +$968 +9 +0.6%
FWM
1052
Focused Wealth Management
New York
$150K
PFGIA
1053
Patriot Financial Group Insurance Agency
Massachusetts
$149K -$3.65K -34 -2%
BWM
1054
Baystate Wealth Management
Massachusetts
$146K +$537 +5 +0.4%
BWA
1055
BDO Wealth Advisors
Florida
$144K -$4.6K -43 -3%
SWA
1056
SOA Wealth Advisors
New York
$144K +$14.3K +134 +11%
BAM
1057
Barrett Asset Management
New York
$140K
CLOS
1058
Compagnie Lombard Odier SCmA
Switzerland
$139K
NL
1059
NVWM LLC
Pennsylvania
$138K -$733K -6,813 -84%
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$136K +$2.47K +23 +2%
CBT
1061
Central Bank & Trust
Kentucky
$134K +$3.64K +34 +3%
ME
1062
McIlrath & Eck
Washington
$134K +$60.7K +567 +83%
TSW
1063
Thompson Siegel & Walmsley
Virginia
$132K -$1.18K -11 -0.9%
GRP
1064
Global Retirement Partners
California
$131K -$18.2K -170 -12%
PCG
1065
Private Capital Group
Connecticut
$128K +$5.89K +55 +5%
MHR
1066
Matthew Hamilton Rosenberg
$127K
CB
1067
Community Bank
New York
$126K
FPS
1068
Fieldpoint Private Securities
Connecticut
$126K +$10.8K +93 +9%
DAM
1069
Delta Asset Management
Tennessee
$125K
AA
1070
Ancora Advisors
Ohio
$125K
FFG
1071
Ford Financial Group
California
$123K +$123K +1,150 New
COCM
1072
Charter Oak Capital Management
New Hampshire
$119K
CBT
1073
CoreFirst Bank & Trust
Kansas
$118K
PMFA
1074
Plante Moran Financial Advisors
Michigan
$117K -$6.66K -62 -5%
EWM
1075
Endurance Wealth Management
Rhode Island
$116K