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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 %
HWMA
1101
Heritage Wealth Management (Arizona)
Arizona
$67K -$35.1K -325 -34%
WP
1102
WealthShield Partners
North Carolina
$67K +$23.5K +220 +54%
LWA
1103
Lenox Wealth Advisors
New York
$66K
WBC
1104
West Branch Capital
Massachusetts
$64K +$64K +595 New
Jones Financial Companies
1105
Jones Financial Companies
Missouri
$63K -$1.51K -14 -2%
AF
1106
Allworth Financial
California
$61K -$80.4K -750 -57%
CCMW
1107
Cypress Capital Management (Wyoming)
Wyoming
$60K
SQA
1108
Simon Quick Advisors
New Jersey
$59K +$425 +4 +0.7%
BU
1109
BBVA USA
Alabama
$57K +$57K +528 New
HI
1110
Hudock Inc
Pennsylvania
$56K
EBA
1111
Eagle Bay Advisors
New York
$56K +$56K +501 New
ED
1112
Exane Derivatives
France
$55.8K -$15.6K -140 -22%
MRCM
1113
M&R Capital Management
New Jersey
$55K
PWMG
1114
Prestige Wealth Management Group
New Jersey
$55K
APP
1115
Alpha Paradigm Partners
Illinois
$54K -$145K -1,349 -73%
SIC
1116
Salem Investment Counselors
North Carolina
$54K
EW
1117
Evoke Wealth
California
$54K +$2.03K +19 +4%
GIA
1118
Goodwin Investment Advisory
Georgia
$53K
TCM
1119
Tradewinds Capital Management
Washington
$48K
CH
1120
Canton Hathaway
Rhode Island
$47K +$4.37K +41 +10%
ADL
1121
Asset Dedication LLC
California
$47K +$4.77K +44 +11%
WWM
1122
Wagner Wealth Management
South Carolina
$46K +$108 +1 +0.2%
FMTCOCP
1123
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K
GA
1124
GoalVest Advisory
New York
$43K
FPFS
1125
First Personal Financial Services
North Carolina
$40K -$40.2K -376 -50%