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Paychex

1,420 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 501 increasing their positions, 564 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
-17
Holders Change %
-1.18%
% of All Funds
22.73%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
109
Increased
501
Reduced
564
Closed
102
Calls
$214M
Puts
$126M
Net Calls
+$87.6M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
601
Redmond Asset Management
Virginia
$1.19M -$8.25K -72 -0.7%
ECAM
602
East Coast Asset Management
Massachusetts
$1.18M -$20.6K -180 -2%
SWS
603
SYSTM Wealth Solutions
Illinois
$1.18M -$333K -2,902 -22%
ZIG
604
Zurich Insurance Group
Switzerland
$1.18M
IAA
605
Independent Advisor Alliance
North Carolina
$1.17M -$47.2K -412 -4%
EWM
606
EPG Wealth Management
Georgia
$1.17M +$543K +4,735 +86%
PFP
607
Pinnacle Financial Partners
Tennessee
$1.17M -$15.1K -132 -1%
TFA
608
Transamerica Financial Advisors
Florida
$1.16M +$1.16M +10,134 +112,600%
NMIMC
609
Northwestern Mutual Investment Management Company
Wisconsin
$1.16M +$3.55K +31 +0.3%
IWC
610
Integrated Wealth Concepts
Massachusetts
$1.16M +$619K +5,401 +116%
SHFA
611
SC&H Financial Advisors
Maryland
$1.15M +$81.1K +708 +8%
TFS
612
Thoroughbred Financial Services
Tennessee
$1.14M -$63.7K -556 -5%
FSA
613
Franklin Street Advisors
North Carolina
$1.13M -$8.11M -70,709 -88%
CFA
614
CWS Financial Advisors
Michigan
$1.13M -$234K -2,040 -17%
BFS
615
Bradley Foster & Sargent
Connecticut
$1.13M -$60.3K -526 -5%
JIM
616
Jensen Investment Management
Oregon
$1.12M
VA
617
Valmark Advisers
Ohio
$1.12M +$147K +1,281 +15%
DWA
618
Douglass Winthrop Advisors
New York
$1.11M -$45.8K -400 -4%
PAM
619
Paradigm Asset Management
New York
$1.11M -$5.73K -50 -0.5%
CAG
620
Csenge Advisory Group
Florida
$1.11M +$1.15K +10 +0.1%
FCH
621
Freestone Capital Holdings
Washington
$1.1M -$49.4K -431 -4%
UH
622
Unigestion Holding
Switzerland
$1.09M -$273K -2,405 -20%
HSA
623
HBK Sorce Advisory
Pennsylvania
$1.09M -$1.12M -9,792 -51%
PA
624
Parallel Advisors
California
$1.09M -$149K -1,299 -12%
HT
625
Heritage Trust
Oklahoma
$1.08M