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Paychex

1,103 hedge funds and large institutions have $20.7B invested in Paychex in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 415 increasing their positions, 395 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $183M | Put options by funds: $63.9M

8% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 73

5% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 395

0% more funds holding

Funds holding: 1,1011,103 (+2)

0% less capital invested

Capital invested by funds: $20.8B → $20.7B (-$23.1M)

0.34% less ownership

Funds ownership: 70.65%70.31% (-0.34%)

27% less funds holding in top 10

Funds holding in top 10: 2619 (-7)

Holders
1,103
Holders Change
+2
Holders Change %
+0.18%
% of All Funds
24.19%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.42%
New
79
Increased
415
Reduced
395
Closed
73
Calls
$183M
Puts
$63.9M
Net Calls
+$119M
Net Calls Change
-$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1076
Zions Bancorporation
Utah
$7K
PWMG
1077
Prestige Wealth Management Group
New Jersey
$7K +$748 +9 +13%
ACA
1078
Atlas Capital Advisors
Wyoming
$6.87K -$121K -1,459 -95%
FGAM
1079
Financial Gravity Asset Management
Texas
$6K -$166 -2 -3%
JAM
1080
JCIC Asset Management
Ontario, Canada
$6K
KTC
1081
Kistler-Tiffany Companies
Pennsylvania
$6K
EWA
1082
Evolution Wealth Advisors
Florida
$4K
LFG
1083
LifePlan Financial Group
Ohio
$4K
MA
1084
MCF Advisors
Kentucky
$4K
PO
1085
Private Ocean
California
$4K
WCG
1086
Weaver Consulting Group
California
$4K
CAC
1087
Certified Advisory Corp
Florida
$4K +$83 +1 +2%
TIM
1088
Tortoise Investment Management
New York
$3K
JFA
1089
JNBA Financial Advisors
Minnesota
$3K +$3.24K +39 New
BWM
1090
BerganKDV Wealth Management
Minnesota
$2K
GWMIA
1091
Global Wealth Management Investment Advisory
Florida
$2K
MCM
1092
MV Capital Management
Maryland
$2K +$1.83K +22 New
AA
1093
Advisory Alpha
Michigan
$1.41K +$1.41K +17 New
ED
1094
Exane Derivatives
France
$1.41K
EI
1095
Ellevest Inc
New York
$1K -$14.5K -174 -96%
BL
1096
Balentine LLC
Georgia
$1K -$11.8K -142 -92%
1NWS
1097
1 North Wealth Services
Maryland
$1K +$582 +7 New
PWP
1098
Personal Wealth Partners
Minnesota
$1K +$997 +12 New
FIA
1099
FNY Investment Advisers
New York
$1K +$2K +24 New
FCH
1100
Freestone Capital Holdings
Washington
$584 -$3.26M -39,179 -85%