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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
IMCOOI
451
Investment Management Corp of Ontario (IMCO)
Canada
$2.54M +$2.57M +21,947 New
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$2.53M -$753K -6,431 -18%
CG
453
Carmignac Gestion
France
$2.53M
AWA
454
Arkadios Wealth Advisors
Georgia
$2.52M +$300K +2,565 +13%
TWC
455
TD Waterhouse Canada
Ontario, Canada
$2.49M -$123K -1,053 -5%
CA
456
CoreCap Advisors
Michigan
$2.47M +$350K +2,990 +16%
BST
457
Bath Savings Trust
Maine
$2.47M -$102K -875 -4%
RP
458
Riverbridge Partners
Minnesota
$2.43M -$39.8K -340 -2%
PWA
459
Phoenix Wealth Advisors
North Carolina
$2.43M -$103K -878 -4%
VIA
460
Vident Investment Advisory
Georgia
$2.41M +$1.85M +15,836 +315%
GWCM
461
Godshalk Welsh Capital Management
Pennsylvania
$2.38M -$49.7K -425 -2%
LOAME
462
Lombard Odier Asset Management (Europe)
United Kingdom
$2.37M
AA
463
ALPS Advisors
Colorado
$2.37M -$99.8K -853 -4%
GL
464
GHE LLC
Tennessee
$2.35M -$14.2K -121 -0.6%
OC
465
Oppenheimer & Co
New York
$2.33M +$13.1K +112 +0.6%
FNT
466
First National Trust
Pennsylvania
$2.33M -$2.22K -19 -0.1%
TYCC
467
Texas Yale Capital Corp
Florida
$2.32M
BPA
468
Beacon Pointe Advisors
California
$2.31M +$738K +6,302 +46%
LF
469
Lantz Financial
Illinois
$2.29M +$7.72K +66 +0.3%
WT
470
Whittier Trust
California
$2.28M +$111K +952 +5%
FHA
471
First Horizon Advisors
Tennessee
$2.26M -$136K -1,164 -6%
SIAP
472
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.26M +$585 +5 +0%
HCP
473
Holt Capital Partners
Texas
$2.24M -$82.2K -702 -3%
IIC
474
Ironwood Investment Counsel
Arizona
$2.24M -$6.55K -56 -0.3%
HSA
475
HBK Sorce Advisory
Pennsylvania
$2.23M +$1.14M +9,780 +102%