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Paychex

1,437 hedge funds and large institutions have $29.8B invested in Paychex in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 514 increasing their positions, 511 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
+20
Holders Change %
+1.41%
% of All Funds
23.18%
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
514
Reduced
511
Closed
91
Calls
$329M
Puts
$211M
Net Calls
+$118M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$1.59M -$105K -911 -6%
GLR
552
Great Lakes Retirement
Ohio
$1.58M +$1.58M +13,704 New
CP
553
Covenant Partners
Tennessee
$1.58M
AIM
554
Anchor Investment Management
South Carolina
$1.57M +$11.6K +100 +0.7%
CII
555
Capital International Inc
California
$1.57M -$240K -2,074 -13%
PWMAG
556
Pinnacle Wealth Management Advisory Group
New Jersey
$1.57M +$27.6K +239 +2%
Assenagon Asset Management
557
Assenagon Asset Management
Luxembourg
$1.56M -$19.2M -166,105 -92%
FTDI
558
First Trust Direct Indexing
Massachusetts
$1.55M +$10.7K +93 +0.7%
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$1.55M -$228K -1,974 -13%
HNB
560
Huntington National Bank
Ohio
$1.53M -$84.5K -731 -5%
DP
561
Dearborn Partners
Illinois
$1.53M -$62.3K -539 -4%
SWS
562
SYSTM Wealth Solutions
Illinois
$1.53M +$1.53M +13,212 New
ATPW
563
Ashton Thomas Private Wealth
Arizona
$1.52M +$44.7K +387 +3%
SWP
564
Stratos Wealth Partners
Ohio
$1.52M +$274K +2,371 +22%
DC
565
Davenport & Co
Virginia
$1.52M -$47.8K -414 -3%
GIA
566
Gladstone Institutional Advisory
Florida
$1.51M +$657K +5,684 +77%
IWA
567
IVC Wealth Advisors
Pennsylvania
$1.51M +$3.7K +32 +0.2%
HFM
568
Hartford Financial Management
Connecticut
$1.5M
AP
569
Atwood & Palmer
Missouri
$1.49M
WIS
570
Wright Investors Service
Connecticut
$1.48M +$36.9K +319 +3%
SAA
571
Southeast Asset Advisors
Georgia
$1.48M -$42.1K -364 -3%
Pacer Advisors
572
Pacer Advisors
Pennsylvania
$1.48M +$150K +1,302 +11%
Luther King Capital Management (LKCM)
573
Luther King Capital Management (LKCM)
Texas
$1.47M +$75.1K +650 +5%
FHB
574
First Hawaiian Bank
Hawaii
$1.45M -$21.7K -188 -1%
Kovitz Investment Group Partners
575
Kovitz Investment Group Partners
Illinois
$1.44M +$116 +1 +0%