PAYX icon

Paychex

1,219 hedge funds and large institutions have $24.6B invested in Paychex in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 458 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,219
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
21.47%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
101
Increased
449
Reduced
458
Closed
79
Calls
$157M
Puts
$77.4M
Net Calls
+$79.8M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1126
Mark Sheptoff Financial Planning
Connecticut
$29K -$177K -1,835 -86%
TFA
1127
Toth Financial Advisory
Virginia
$29K
HWM
1128
Holloway Wealth Management
Florida
$29K -$28K
TI
1129
Truehand Inc
New Hampshire
$29K
BAM
1130
Bellevue Asset Management
Washington
$29K
SFPG
1131
Stonebridge Financial Planning Group
Florida
$29K
CMA
1132
Cedar Mountain Advisors
Oregon
$29K +$195 +2 +0.7%
OAJ
1133
Ogorek Anthony Joseph
New York
$28K
CIA
1134
CSat Investment Advisory
Michigan
$28K +$6.36K +64 +29%
CWC
1135
Carolinas Wealth Consulting
North Carolina
$28K +$15.9K +162 +132%
LC
1136
Lindbrook Capital
California
$25K +$2.49K +25 +11%
PWM
1137
Prentice Wealth Management
New York
$25K +$25K +250 New
LWA
1138
Lowe Wealth Advisors
Maryland
$23K
GAM
1139
Gemmer Asset Management
California
$22K
BWL
1140
Bogart Wealth LLC
Virginia
$22K +$22K +227 New
AIC
1141
Archer Investment Corporation
Indiana
$21.6K
JWM
1142
Janiczek Wealth Management
Colorado
$21K -$5.67K -57 -21%
CCA
1143
Catalyst Capital Advisors
New York
$21K -$3.83K -39 -15%
FAM
1144
Fred Alger Management
New York
$21K +$21K +212 New
HCP
1145
Hexagon Capital Partners
Arkansas
$20K -$10.6K -109 -35%
MCM
1146
Manchester Capital Management
Vermont
$20K -$4.1K -41 -17%
HCM
1147
Highlander Capital Management
New Jersey
$20K
CHA
1148
Carmichael Hill & Associates
Maryland
$20K
MMG
1149
Monetary Management Group
Missouri
$20K
GAM
1150
Grandview Asset Management
Pennsylvania
$20K +$20K +200 New