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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
TWA
1076
TCI Wealth Advisors
Arizona
$6K -$451 -6 -8%
ACM
1077
AUA Capital Management
Pennsylvania
$6K +$5.41K +72 New
O
1078
Ossiam
France
$5K -$47.7K -635 -91%
LAS
1079
Lloyd Advisory Services
Georgia
$5K -$3.9K -52 -43%
EW
1080
Evoke Wealth
California
$5K -$2.18K -29 -32%
Fuller & Thaler Asset Management
1081
Fuller & Thaler Asset Management
California
$5K
JAM
1082
JCIC Asset Management
Ontario, Canada
$5K
MA
1083
MCF Advisors
Kentucky
$5K
VCM
1084
Versant Capital Management
Arizona
$5K
LFG
1085
LifePlan Financial Group
Ohio
$4K
NIM
1086
NuWave Investment Management
New Jersey
$4K +$1.8K +24 +114%
RA
1087
Rational Advisors
New York
$4K +$1.8K +24 +114%
SXL
1088
Summit X LLC
Missouri
$3.43K
CAGAS
1089
Capital Advisory Group Advisory Services
Minnesota
$3K -$1.8K -24 -38%
TIM
1090
Tortoise Investment Management
New York
$3K
BWA
1091
BDO Wealth Advisors
Florida
$3K +$3.23K +43 New
TFA
1092
Transamerica Financial Advisors
Florida
$2K -$195K -2,603 -100%
UFF
1093
USA Financial Formulas
Michigan
$2K
WAS
1094
Winch Advisory Services
Wisconsin
$2K
JWM
1095
Janiczek Wealth Management
Colorado
$2K +$2.1K +28 New
ED
1096
Exane Derivatives
France
$1.36K
MCM
1097
Manchester Capital Management
Vermont
$1K -$74.5K -992 -99%
CCA
1098
Column Capital Advisors
Indiana
$1K -$300 -4 -22%
PFO
1099
Pathstone Family Office
New Jersey
$1K
PFWA
1100
Paces Ferry Wealth Advisors
Georgia
$1K +$601 +8 New