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Paychex
PAYX

Overview Fund Activity

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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$1.11B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.82B
3
Parnassus Investments
Parnassus Investments
California
$74.2M
4
Morgan Stanley
Morgan Stanley
New York
$164M
5
Lazard Asset Management
Lazard Asset Management
New York
$38.7M

Top Sellers

1
BlackRock
BlackRock
New York
$2.89B
2
Capital International Investors
Capital International Investors
California
$1.36B
3
Capital World Investors
Capital World Investors
California
$142M
4
Charles Schwab
Charles Schwab
California
$368M
5
Wells Fargo
Wells Fargo
California
$904M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1201
Sound Income Strategies
Florida
$3.43K +$3.14K +32 +1,067%
CCM
1202
Copeland Capital Management
Pennsylvania
$3K -$190K -1,832 -98%
TC
1203
Truvestments Capital
Florida
$3K – – –
WAS
1204
Winch Advisory Services
Wisconsin
$3K – – –
CTB
1205
Country Trust Bank
Illinois
$3K +$3K +30 New
MA
1206
MCF Advisors
Kentucky
$2K -$4.78K -43 -70%
AWM
1207
Accel Wealth Management
Iowa
$2K +$91 +1 +5%
HDIM
1208
Hanson & Doremus Investment Management
Vermont
$2K +$2K +20 New
KFP
1209
KB Financial Partners
New Jersey
$2K +$2K +20 New
ANBT
1210
American National Bank & Trust
Texas
$2K +$2K +20 New
HF
1211
Halpern Financial
Virginia
$1.67K +$1.67K +17 New
MGIM
1212
M&G Investment Management
United Kingdom
$1.35K +$1.12K +11,382 +470%
SFO
1213
Standard Family Office
South Dakota
$1K -$636 -7 -39%
TFA
1214
Transamerica Financial Advisors
Florida
$1K – – –
MCM
1215
MV Capital Management
Maryland
$1K +$1K +11 New
BBHC
1216
Brown Brothers Harriman & Co
New York
$849 -$89 -911 -10%
SWM
1217
Sugarloaf Wealth Management
Georgia
$69 – – –
WIM
1218
Westside Investment Management
California
$16 – – –
Two Sigma Advisers
1219
Two Sigma Advisers
New York
– -$19.9M -213,700 Closed
PWAG
1220
Polaris Wealth Advisory Group
California
– -$16.8M -183,011 Closed
CM
1221
Churchill Management
California
– -$11.3M -121,568 Closed
Arrowstreet Capital
1222
Arrowstreet Capital
Massachusetts
– -$7.8M -83,726 Closed
SS
1223
Simplicity Solutions
Minnesota
– -$5.98M -64,192 Closed
DCM
1224
Decatur Capital Management
Georgia
– -$5.77M -61,890 Closed
PI
1225
PEAK6 Investments
Illinois
– -$5.12M -54,989 Closed
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