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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 %
FPFS
1076
First Personal Financial Services
North Carolina
$70K
FMP
1077
Financial Management Professionals
Texas
$70K +$3.25K +35 +5%
SWM
1078
Sugarloaf Wealth Management
Georgia
$66K
IA
1079
Inspire Advisors
Idaho
$64K +$64K +687 New
SWM
1080
Selective Wealth Management
Virginia
$63K
BWP
1081
Baldwin Wealth Partners
Massachusetts
$63K
QCG
1082
Quadrant Capital Group
Ohio
$63K +$6.53K +70 +12%
PCM
1083
Penserra Capital Management
California
$63K +$12.8K +139 +26%
SAM
1084
S.A. Mason
Michigan
$60K
VBCG
1085
Valley Brook Capital Group
Pennsylvania
$60K +$60K +650 New
SIC
1086
Salem Investment Counselors
North Carolina
$59K +$12.2K +131 +26%
LWM
1087
Liberty Wealth Management
California
$59K +$24.7K +278 +72%
GA
1088
GoalVest Advisory
New York
$58K +$58K +620 New
LWA
1089
Lenox Wealth Advisors
New York
$57K
ZB
1090
Zions Bancorporation
Utah
$56K -$651 -7 -1%
MRCM
1091
M&R Capital Management
New Jersey
$55K
CFO
1092
CVA Family Office
Colorado
$55K
SQA
1093
Simon Quick Advisors
New Jersey
$51K +$51K +548 New
ST
1094
Sageworth Trust
Pennsylvania
$50K +$30.2K +323 +153%
HI
1095
Hudock Inc
Pennsylvania
$48K +$92 +1 +0.2%
PWMG
1096
Prestige Wealth Management Group
New Jersey
$46K -$31.8K -344 -41%
TCM
1097
Tradewinds Capital Management
Washington
$42K
BAM
1098
Barrett Asset Management
New York
$42K +$14K +150 +50%
ME
1099
McIlrath & Eck
Washington
$39K
BSSFA
1100
Baron Silver Stevens Financial Advisors
Florida
$39K +$39K +419 New