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Paychex

1,274 hedge funds and large institutions have $28.5B invested in Paychex in 2021 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 447 increasing their positions, 496 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,274
Holders Change
+44
Holders Change %
+3.58%
% of All Funds
22.37%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.49%
New
105
Increased
447
Reduced
496
Closed
45
Calls
$215M
Puts
$118M
Net Calls
+$97.6M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FPS
1126
Fieldpoint Private Securities
Connecticut
$108K -$15K -133 -12%
TFS
1127
TrustCore Financial Services
Tennessee
$105K
QCG
1128
Quadrant Capital Group
Ohio
$105K +$5.83K +52 +6%
SWM
1129
Selective Wealth Management
Virginia
$102K +$25.4K +225 +33%
HWA
1130
Heritage Wealth Advisors
Virginia
$98.4K
FMP
1131
Financial Management Professionals
Texas
$97K +$1.58K +14 +2%
SAM
1132
S.A. Mason
Michigan
$95K +$22.4K +200 +31%
GLLW
1133
Graves Light Lenhart Wealth
Virginia
$94K
RFA
1134
Reilly Financial Advisors
California
$92K +$6.88K +61 +8%
BCWM
1135
Bartlett & Co Wealth Management
Ohio
$91.4K +$69.5K +618 +317%
ME
1136
McIlrath & Eck
Washington
$91K -$50K -444 -35%
SQA
1137
Simon Quick Advisors
New Jersey
$91K +$29.1K +261 +47%
BC
1138
Bartlett & Co
Ohio
$91K +$69.2K +618 +317%
PPWM
1139
PFG Private Wealth Management
Florida
$91K +$91K +811 New
ST
1140
Sageworth Trust
Pennsylvania
$88K
MWM
1141
Mascoma Wealth Management
New Hampshire
$83K +$83K +736 New
GWS
1142
Glassman Wealth Services
Virginia
$80K +$2.94K +26 +4%
SWM
1143
Sugarloaf Wealth Management
Georgia
$79K
AS
1144
Altshuler Shaham
Israel
$79K +$79K +698 New
BWP
1145
Baldwin Wealth Partners
Massachusetts
$76K
SSB
1146
Sandy Spring Bank
Maryland
$72K -$8.39K -75 -10%
LWA
1147
Lenox Wealth Advisors
New York
$70K +$896 +8 +1%
GCGDR
1148
Geo Capital Gestora de Recursos
Brazil
$68K -$4.5K -40 -6%
WBC
1149
West Branch Capital
Massachusetts
$67K
SIC
1150
Salem Investment Counselors
North Carolina
$67K +$11.2K +100 +20%