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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
RA
601
RFG Advisory
Alabama
$1.32M +$34.8K +297 +3%
V
602
Veritable
Delaware
$1.32M +$123K +1,052 +10%
TPM
603
Triasima Portfolio Management
Quebec, Canada
$1.3M -$1.57M -13,387 -54%
BCM
604
Birch Capital Management
Texas
$1.3M -$198K -1,690 -13%
FT
605
Fiduciary Trust
Massachusetts
$1.3M +$28.8K +246 +2%
WS
606
Wedbush Securities
California
$1.27M +$53.6K +458 +4%
CTC
607
Central Trust Company
Missouri
$1.27M -$264K -2,252 -17%
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
$1.26M +$44.2K +378 +4%
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$1.26M +$47.2K +403 +4%
BL
610
Balentine LLC
Georgia
$1.25M -$135K -1,156 -10%
PA
611
Parallel Advisors
California
$1.25M +$52.9K +452 +4%
AAM
612
Aureus Asset Management
Massachusetts
$1.23M -$61.1K -522 -5%
LCM
613
Leisure Capital Management
California
$1.23M -$21.2K -181 -2%
TFS
614
Thoroughbred Financial Services
Tennessee
$1.22M -$10.7K -91 -0.9%
ECAM
615
East Coast Asset Management
Massachusetts
$1.21M
TRCT
616
Tower Research Capital (TRC)
New York
$1.21M -$10.5M -89,330 -90%
EWM
617
Evercore Wealth Management
New York
$1.21M -$15.7K -134 -1%
CIA
618
Capital Investment Advisors
Georgia
$1.21M -$169K -1,444 -12%
RAM
619
Redmond Asset Management
Virginia
$1.2M
BBHC
620
Brown Brothers Harriman & Co
New York
$1.2M +$117K +1,000 +11%
BFS
621
Bradley Foster & Sargent
Connecticut
$1.2M +$4.8K +41 +0.4%
JFGIW
622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2M -$60.5K -517 -5%
PFPT
623
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.19M +$32.5K +278 +3%
ZIG
624
Zurich Insurance Group
Switzerland
$1.19M
MMA
625
Miracle Mile Advisors
California
$1.18M -$68.7K -587 -5%