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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
DWA
626
Douglass Winthrop Advisors
New York
$1.17M +$23.4K +200 +2%
SCP
627
Syntal Capital Partners
Texas
$1.17M +$58.3K +498 +5%
CFA
628
CWS Financial Advisors
Michigan
$1.17M +$208K +1,774 +18%
EAM
629
Erste Asset Management
Austria
$1.16M
FCH
630
Freestone Capital Holdings
Washington
$1.16M -$1.12M -9,594 -49%
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$1.16M -$216K -1,844 -15%
AG
632
Ascent Group
Virginia
$1.16M -$15.1K -129 -1%
TA
633
TCM Advisors
West Virginia
$1.16M
MFGM
634
Marshall Financial Group (Maryland)
Maryland
$1.15M +$81.7K +698 +8%
PWM
635
Palumbo Wealth Management
New York
$1.14M +$31.4K +268 +3%
JIM
636
Jensen Investment Management
Oregon
$1.14M
BSB
637
Bangor Savings Bank
Maine
$1.13M -$411K -3,515 -27%
PAM
638
Paradigm Asset Management
New York
$1.13M +$129K +1,100 +13%
CPWA
639
Cerro Pacific Wealth Advisors
California
$1.13M +$27.7K +237 +2%
Vontobel Holding
640
Vontobel Holding
Switzerland
$1.12M +$432K +3,692 +60%
CAG
641
Csenge Advisory Group
Florida
$1.12M -$93.2K -796 -8%
CF
642
Cantor Fitzgerald
New York
$1.1M +$74.5K +637 +7%
BOTW
643
Bank of the West
California
$1.1M +$44.7K +382 +4%
MGIM
644
M&G Investment Management
United Kingdom
$1.09M -$165K -1,408 -13%
HT
645
Heritage Trust
Oklahoma
$1.09M
FAIM
646
Financial Advocates Investment Management
Washington
$1.09M -$8.24M -70,368 -88%
TF
647
TIAA FSB
Florida
$1.08M -$33.4K -285 -3%
SHFA
648
SC&H Financial Advisors
Maryland
$1.08M -$42.1K -360 -4%
HBT
649
Hills Bank & Trust
Iowa
$1.07M
UAML
650
US Asset Management LLC
Pennsylvania
$1.07M +$1.08M +9,255 New