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Paychex

1,444 hedge funds and large institutions have $29.9B invested in Paychex in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 515 increasing their positions, 515 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 91

56% more call options, than puts

Call options by funds: $329M | Put options by funds: $211M

1% more funds holding

Funds holding: 1,4241,444 (+20)

3% more capital invested

Capital invested by funds: $28.9B → $29.9B (+$1.01B)

0.61% more ownership

Funds ownership: 71.64%72.26% (+0.61%)

0% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 515

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

Holders
1,444
Holders Change
+20
Holders Change %
+1.4%
% of All Funds
23.21%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
143
Increased
515
Reduced
515
Closed
91
Calls
$329M
Puts
$211M
Net Calls
+$118M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EP Wealth Advisors
California
$3.27M +$3.31M +28,279 New
Wealth Enhancement Advisory Services
402
Wealth Enhancement Advisory Services
Minnesota
$3.26M +$3.33M +28,465 New
CT
403
Caldwell Trust
Florida
$3.25M -$30.4K -260 -0.9%
RWM
404
Ritholtz Wealth Management
New York
$3.24M +$1.73M +14,808 +112%
BDA
405
Borer Denton & Associates
Pennsylvania
$3.24M +$41K +350 +1%
Wealthfront Advisers
406
Wealthfront Advisers
California
$3.22M -$212K -1,809 -6%
Canada Pension Plan Investment Board
407
Canada Pension Plan Investment Board
Ontario, Canada
$3.2M -$1.57M -13,400 -33%
IC
408
IEQ Capital
California
$3.2M +$826K +7,060 +34%
TPCW
409
TD Private Client Wealth
New York
$3.17M +$74.9K +640 +2%
PAG
410
Private Advisor Group
New Jersey
$3.13M -$80.6K -689 -1%
GAM
411
Gotham Asset Management
New York
$3.13M -$3.6M -30,720 -53%
SAM
412
Securian Asset Management
Minnesota
$3.08M +$3.16K +27 +0.1%
VPIM
413
Vanguard Personalized Indexing Management
California
$3.08M -$392K -3,352 -11%
CC
414
Courier Capital
New York
$3.07M -$126K -1,080 -4%
WAC
415
William Allan Corp
Colorado
$3.07M -$73.5K -628 -2%
PFS
416
Prospera Financial Services
Texas
$3.03M -$2.18M -18,603 -41%
EI
417
Ethic Inc
New York
$3.03M -$17.4K -149 -0.6%
KTM
418
Keeler Thomas Management
Utah
$3.01M -$914K -7,806 -23%
SO
419
STRS Ohio
Ohio
$3M -$1.52M -12,972 -33%
GDP
420
Great Diamond Partners
Maine
$2.93M -$6.44K -55 -0.2%
JWCA
421
J.W. Coons Advisors
Ohio
$2.92M +$69.3K +592 +2%
FLPIM
422
F.L. Putnam Investment Management
Massachusetts
$2.92M +$14.6K +125 +0.5%
KRS
423
Kentucky Retirement Systems
Kentucky
$2.91M +$12.9K +110 +0.4%
EMPI
424
Elo Mutual Pension Insurance
Finland
$2.91M +$87.1K +744 +3%
MSRPS
425
Maryland State Retirement & Pension System
Maryland
$2.89M +$2.93M +25,018 New