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Paychex

1,494 hedge funds and large institutions have $31.9B invested in Paychex in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 508 increasing their positions, 572 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
+60
Holders Change %
+4.18%
% of All Funds
21.9%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
164
Increased
508
Reduced
572
Closed
84
Calls
$249M
Puts
$160M
Net Calls
+$88.2M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
676
Heritage Trust
Oklahoma
$948K
RCAG
677
Rehmann Capital Advisory Group
Michigan
$947K +$20.5K +172 +2%
SS
678
Simplicity Solutions
Minnesota
$945K -$34.4K -289 -4%
NW
679
Naviter Wealth
Arkansas
$943K -$19.1K -160 -2%
IAA
680
Independent Advisor Alliance
North Carolina
$939K -$76K -638 -7%
CSI
681
Cross Staff Investments
New York
$934K -$16.1K -135 -2%
TFS
682
Thoroughbred Financial Services
Tennessee
$933K -$22.5K -189 -2%
ATC
683
Argent Trust Co
Tennessee
$932K +$18.2K +153 +2%
PAG
684
Powers Advisory Group
Illinois
$926K +$4.65K +39 +0.5%
PGFC
685
Peapack-Gladstone Financial Corp
New Jersey
$925K -$34.4K -289 -4%
P
686
&Partners
Tennessee
$924K +$924K +7,890 New
SIM
687
Studio Investment Management
Illinois
$919K +$186K +1,562 +25%
BCM
688
Bridgeway Capital Management
Texas
$917K -$1.06M -8,900 -54%
JWM
689
Jackson Wealth Management
Florida
$911K -$5.48K -46 -0.6%
GIP
690
Granite Investment Partners
California
$911K
BRM
691
Boston Research & Management
Massachusetts
$907K
ONB
692
Old National Bancorp
Indiana
$906K -$15K -126 -2%
SC
693
Savant Capital
Illinois
$903K +$15.2K +128 +2%
IWM
694
IHT Wealth Management
Illinois
$902K -$69.1K -580 -7%
BFS
695
Bard Financial Services
Connecticut
$902K
BCM
696
Birch Capital Management
Texas
$901K -$194K -1,631 -18%
KFA
697
Kapstone Financial Advisors
Ohio
$897K
OTPPB
698
Ontario Teachers' Pension Plan Board
Ontario, Canada
$894K +$894K +7,507 New
PPWM
699
Paragon Private Wealth Management
Kentucky
$891K +$94.7K +795 +12%
FI
700
FJ Investments
Utah
$879K +$879K +7,383 New