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Paychex

1,434 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 502 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+26
Holders Change %
+1.85%
% of All Funds
22.86%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
119
Increased
531
Reduced
502
Closed
75
Calls
$260M
Puts
$136M
Net Calls
+$124M
Net Calls Change
+$62.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
451
Oppenheimer & Co
New York
$2.45M +$24.6K +213 +1%
GL
452
GHE LLC
Tennessee
$2.41M +$17.2K +149 +0.7%
GT
453
Glenview Trust
Kentucky
$2.4M +$175K +1,519 +8%
MPM
454
Meritage Portfolio Management
Kansas
$2.38M -$28.3K -245 -1%
AWM
455
Accurate Wealth Management
Florida
$2.37M +$2.37M +19,923 New
TIP
456
Torray Investment Partners
Maryland
$2.36M +$232K +2,010 +11%
LA
457
LVW Advisors
New York
$2.35M +$529K +4,586 +29%
FA
458
FDx Advisors
Illinois
$2.31M -$113K -982 -5%
SCA
459
Snowden Capital Advisors
New York
$2.3M +$107K +931 +5%
FNT
460
First National Trust
Pennsylvania
$2.29M -$24.6K -213 -1%
LF
461
Lantz Financial
Illinois
$2.29M +$24.6K +213 +1%
TYCC
462
Texas Yale Capital Corp
Florida
$2.25M -$57.7K -500 -2%
CAM
463
Cresset Asset Management
Illinois
$2.25M +$421K +3,650 +23%
HCP
464
Holt Capital Partners
Texas
$2.25M -$1.96K -17 -0.1%
GWCM
465
Godshalk Welsh Capital Management
Pennsylvania
$2.21M -$112K -975 -5%
RP
466
Riverbridge Partners
Minnesota
$2.21M -$59.5K -516 -3%
DWM
467
Dakota Wealth Management
Florida
$2.16M
APWM
468
Argonautica Private Wealth Management
Massachusetts
$2.15M +$31.6K +274 +1%
AWS
469
Atria Wealth Solutions
New York
$2.15M -$103K -895 -5%
AWM
470
AE Wealth Management
Kansas
$2.15M +$1.09M +9,417 +102%
BF
471
BOK Financial
Oklahoma
$2.14M -$690K -6,210 -24%
PA
472
PFW Advisors
Georgia
$2.1M
CAL
473
Capital Analysts LLC
Pennsylvania
$2.1M -$59.4K -515 -3%
ZB
474
Zions Bancorporation
Utah
$2.1M +$2.09M +18,156 +40,347%
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$477K +4,135 +29%