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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 %
MMA
676
Miracle Mile Advisors
California
$873K -$297K -2,589 -25%
SS
677
Simplicity Solutions
Minnesota
$873K +$291K +2,539 +50%
BFG
678
Bleakley Financial Group
New Jersey
$872K -$109K -949 -11%
BFS
679
Bard Financial Services
Connecticut
$867K
AC
680
AlphaCore Capital
California
$867K +$867K +7,567 New
KI
681
Kula Investments
Illinois
$866K +$179K +1,560 +26%
I
682
InceptionR
California
$853K -$106K -925 -11%
LWP
683
LMG Wealth Partners
Louisiana
$850K +$80.2K +700 +10%
VEA
684
Virtus ETF Advisers
New York
$848K +$58K +506 +7%
JWM
685
Jackson Wealth Management
Florida
$844K +$72.9K +636 +9%
Walleye Trading
686
Walleye Trading
New York
$843K -$1.69M -14,749 -67%
VWM
687
Venturi Wealth Management
Texas
$839K -$31.7K -277 -4%
CPIG
688
Chicago Partners Investment Group
Illinois
$831K -$9.09K -82 -1%
CSIC
689
Clifford Swan Investment Counsel
California
$831K -$17.2K -150 -2%
FNBT
690
FineMark National Bank & Trust
Florida
$827K +$47.8K +417 +6%
PNC
691
Park National Corp
Ohio
$818K +$21.8K +190 +3%
OAM
692
Oppenheimer Asset Management
New York
$812K -$8.02K -70 -1%
GWM
693
GSB Wealth Management
Connecticut
$811K +$9.17K +80 +1%
KFA
694
Kapstone Financial Advisors
Ohio
$810K
MP
695
McDonald Partners
Ohio
$809K +$26.9K +235 +3%
VCA
696
Verdence Capital Advisors
Maryland
$809K -$3.67K -32 -0.5%
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$800K -$2.41K -21 -0.3%
BAMF
698
BI Asset Management Fondsmaeglerselskab
Denmark
$799K -$1.15M -10,012 -59%
LC
699
Lavaca Capital
Texas
$795K +$2.18K +19 +0.3%
GW
700
GW & Wade
Massachusetts
$791K +$18.6K +162 +2%