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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
AIM
551
Allstate Investment Management
Illinois
$1.63M +$1.66M +14,143 New
AAM
552
Arabesque Asset Management
United Kingdom
$1.63M -$94.7K -809 -5%
QC
553
Quadrature Capital
United Kingdom
$1.6M -$11.4M -97,693 -88%
AO
554
Advisor OS
Illinois
$1.6M +$540K +4,617 +50%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$1.59M -$107K -911 -6%
GLR
556
Great Lakes Retirement
Ohio
$1.58M +$1.6M +13,704 New
CP
557
Covenant Partners
Tennessee
$1.58M
AIM
558
Anchor Investment Management
South Carolina
$1.57M +$11.7K +100 +0.7%
CII
559
Capital International Inc
California
$1.57M -$243K -2,074 -13%
PWMAG
560
Pinnacle Wealth Management Advisory Group
New Jersey
$1.57M +$28K +239 +2%
Assenagon Asset Management
561
Assenagon Asset Management
Luxembourg
$1.56M -$19.4M -166,105 -92%
FTDI
562
First Trust Direct Indexing
Massachusetts
$1.55M +$10.9K +93 +0.7%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$1.55M -$231K -1,974 -13%
HNB
564
Huntington National Bank
Ohio
$1.53M -$85.5K -731 -5%
DP
565
Dearborn Partners
Illinois
$1.53M -$63.1K -539 -4%
SWS
566
SYSTM Wealth Solutions
Illinois
$1.53M +$1.55M +13,212 New
ATPW
567
Ashton Thomas Private Wealth
Arizona
$1.52M +$45.3K +387 +3%
SWP
568
Stratos Wealth Partners
Ohio
$1.52M +$277K +2,371 +22%
DC
569
Davenport & Co
Virginia
$1.52M -$48.5K -414 -3%
GIA
570
Gladstone Institutional Advisory
Florida
$1.51M +$665K +5,684 +77%
IWA
571
IVC Wealth Advisors
Pennsylvania
$1.51M +$3.75K +32 +0.2%
HFM
572
Hartford Financial Management
Connecticut
$1.5M
AP
573
Atwood & Palmer
Missouri
$1.49M
WIS
574
Wright Investors Service
Connecticut
$1.48M +$37.3K +319 +3%
SAA
575
Southeast Asset Advisors
Georgia
$1.48M -$42.6K -364 -3%