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Paychex

1,224 hedge funds and large institutions have $24.7B invested in Paychex in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 460 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $157M | Put options by funds: $77.4M

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.12B)

1% more funds holding

Funds holding: 1,2141,224 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.03% less ownership

Funds ownership: 70.43%70.4% (-0.03%)

2% less repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 460

Holders
1,224
Holders Change
+10
Holders Change %
+0.82%
% of All Funds
21.49%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
101
Increased
451
Reduced
460
Closed
80
Calls
$157M
Puts
$77.4M
Net Calls
+$79.8M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1126
Concord Wealth Partners
Virginia
$33K +$31.1K +338 New
HFM
1127
Harvest Fund Management
China
$32K -$80.4K -873 -73%
Loomis, Sayles & Company
1128
Loomis, Sayles & Company
Massachusetts
$31K -$368 -4 -1%
AWM
1129
Avior Wealth Management
Nebraska
$30K
IAIM
1130
International Assets Investment Management
Florida
$30K
MSFP
1131
Mark Sheptoff Financial Planning
Connecticut
$29K -$169K -1,835 -86%
BAM
1132
Bellevue Asset Management
Washington
$29K
HWM
1133
Holloway Wealth Management
Florida
$29K
SFPG
1134
Stonebridge Financial Planning Group
Florida
$29K
TFA
1135
Toth Financial Advisory
Virginia
$29K
TI
1136
Truehand Inc
New Hampshire
$29K
CMA
1137
Cedar Mountain Advisors
Oregon
$29K +$184 +2 +0.7%
OAJ
1138
Ogorek Anthony Joseph
New York
$28K
CIA
1139
CSat Investment Advisory
Michigan
$28K +$5.89K +64 +29%
CWC
1140
Carolinas Wealth Consulting
North Carolina
$28K +$14.9K +162 +132%
LC
1141
Lindbrook Capital
California
$25K +$2.3K +25 +11%
PWM
1142
Prentice Wealth Management
New York
$25K +$23K +250 New
LWA
1143
Lowe Wealth Advisors
Maryland
$23K
GAM
1144
Gemmer Asset Management
California
$22K
BWL
1145
Bogart Wealth LLC
Virginia
$22K +$20.9K +227 New
AIC
1146
Archer Investment Corporation
Indiana
$21.6K
JWM
1147
Janiczek Wealth Management
Colorado
$21K -$5.25K -57 -21%
CCA
1148
Catalyst Capital Advisors
New York
$21K -$3.59K -39 -15%
FAM
1149
Fred Alger Management
New York
$21K +$19.5K +212 New
HCP
1150
Hexagon Capital Partners
Arkansas
$20K -$10K -109 -35%