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Paychex

1,529 hedge funds and large institutions have $36.8B invested in Paychex in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 551 increasing their positions, 569 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+25
Holders Change %
+1.66%
% of All Funds
22.11%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
137
Increased
551
Reduced
569
Closed
93
Calls
$352M
Puts
$417M
Net Calls
-$64.8M
Net Calls Change
-$87M
Name Holding Trade Value Shares
Change
Shares
Change %
PDL
551
Portfolio Design Labs
California
$1.76M +$1.76M +13,143 New
RAM
552
Redmond Asset Management
Virginia
$1.76M +$353K +2,628 +25%
MTC
553
Matrix Trust Company
Colorado
$1.76M -$47.9K -357 -3%
BBA
554
BLB&B Advisors
Pennsylvania
$1.76M -$93.9K -700 -5%
WI
555
WBI Investments
New Jersey
$1.75M +$102K +760 +6%
CP
556
Cumberland Partners
Ontario, Canada
$1.74M +$671K +5,000 +63%
AFS
557
Access Financial Services
Minnesota
$1.74M -$7.11K -53 -0.4%
CA
558
CoreCap Advisors
Michigan
$1.74M +$1.74M +12,965 New
DWM
559
Dakota Wealth Management
Florida
$1.73M -$744K -5,542 -30%
AP
560
Atwood & Palmer
Missouri
$1.73M +$537 +4 +0%
PS
561
Principal Securities
Iowa
$1.73M +$71.7K +534 +4%
WWM
562
Western Wealth Management
Colorado
$1.73M +$1.73M +12,876 New
CPWA
563
Cerro Pacific Wealth Advisors
California
$1.73M
WS
564
Wedbush Securities
California
$1.71M +$10.2K +76 +0.6%
VCA
565
Verdence Capital Advisors
Maryland
$1.7M +$620K +4,617 +58%
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.69M -$33.8K -252 -2%
TF
567
Tompkins Financial
New York
$1.68M -$28.7K -214 -2%
I
568
InceptionR
California
$1.68M +$1.68M +12,487 New
LWP
569
LMG Wealth Partners
Louisiana
$1.67M +$69.4K +517 +4%
CP
570
Covenant Partners
Tennessee
$1.66M +$58.1K +433 +4%
CHJWM
571
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.66M
SPC
572
Sigma Planning Corp
Michigan
$1.65M +$49.9K +372 +3%
LNWWM
573
Laird Norton Wetherby Wealth Management
California
$1.64M -$34.6K -258 -2%
EF
574
Exeter Financial
Arizona
$1.63M -$3.22K -24 -0.2%
IWA
575
IVC Wealth Advisors
Pennsylvania
$1.62M -$252K -1,879 -13%