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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 %
CAMG
576
CWA Asset Management Group
Florida
$1.6M +$1.6M +11,952 New
CRI
577
Commonwealth Retirement Investments
Virginia
$1.58M +$23.2K +173 +1%
IWA
578
Icon Wealth Advisors
Texas
$1.57M -$1.88K -14 -0.1%
Luther King Capital Management (LKCM)
579
Luther King Capital Management (LKCM)
Texas
$1.57M -$46.8K -349 -3%
ETC
580
Exchange Traded Concepts
Oklahoma
$1.57M -$33.4K -249 -2%
AL
581
Aspiriant LLC
California
$1.57M -$27K -201 -2%
CW
582
CreativeOne Wealth
Kansas
$1.56M +$701K +5,222 +81%
MGWM
583
Marks Group Wealth Management
Minnesota
$1.56M -$1.04M -7,733 -40%
A
584
Allianz
Germany
$1.55M
PWMAG
585
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M -$14.4K -107 -0.9%
AWM
586
Axxcess Wealth Management
California
$1.54M -$240K -1,786 -13%
GAM
587
Groupama Asset Management
France
$1.54M +$6.9K +64 +0.5%
BPWM
588
Badgley Phelps Wealth Managers
Washington
$1.53M -$33.5K -250 -2%
HFM
589
Hartford Financial Management
Connecticut
$1.53M +$537 +4 +0%
Vontobel Holding
590
Vontobel Holding
Switzerland
$1.52M +$20.7K +154 +1%
CI Investments Inc
591
CI Investments Inc
Ontario, Canada
$1.52M +$123K +920 +9%
MWM
592
Modern Wealth Management
Kansas
$1.51M -$8.45K -63 -0.6%
TSS
593
Thomas Story & Son
Indiana
$1.5M -$248K -1,850 -14%
MOS
594
MGO One Seven
Ohio
$1.5M -$81.3K -606 -5%
FCCM
595
First City Capital Management
Georgia
$1.49M -$6.71K -50 -0.4%
EF
596
Empirical Finance
Pennsylvania
$1.49M +$32.2K +240 +2%
GSB
597
Greenfield Savings Bank
Massachusetts
$1.48M -$268 -2 -0%
UPS
598
UHLMANN PRICE SECURITIES
Illinois
$1.47M +$1.47M +10,987 New
BP
599
Ballentine Partners
Massachusetts
$1.47M +$105K +780 +8%
KNW
600
Kesler Norman & Wride
Utah
$1.47M -$245K -1,826 -14%