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Paychex

1,432 hedge funds and large institutions have $34.6B invested in Paychex in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 499 increasing their positions, 546 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
Holders Change %
0%
% of All Funds
22.66%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.55%
New
113
Increased
499
Reduced
546
Closed
94
Calls
$352M
Puts
$190M
Net Calls
+$161M
Net Calls Change
+$70.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WPA
701
West Paces Advisors
Georgia
$922K -$22.4K -164 -2%
BFA
702
Beaumont Financial Advisors
Massachusetts
$912K +$120K +878 +15%
MCP
703
Martin Capital Partners
Oregon
$909K +$60K +440 +7%
CPWA
704
Cerro Pacific Wealth Advisors
California
$909K +$60.5K +443 +7%
MMPW
705
Mitchell McLeod Pugh & Williams
Alabama
$908K
Nomura Holdings
706
Nomura Holdings
Japan
$904K +$66.9K +482 +8%
FMII
707
Farmers & Merchants Investments Inc
Nebraska
$903K -$14.1K -103 -2%
PP
708
Patten & Patten
Tennessee
$895K
AWE
709
Avidian Wealth Enterprises
Texas
$895K +$34.8K +255 +4%
RT
710
Rockland Trust
Massachusetts
$895K +$93K +681 +12%
CAM
711
Cresset Asset Management
Illinois
$886K -$20.9K -153 -2%
WTC
712
WhitTier Trust Company
Nevada
$878K
BS
713
Boenning & Scattergood
Pennsylvania
$873K +$10.1K +74 +1%
RIA
714
Realta Investment Advisors
Delaware
$872K -$30.9K -226 -3%
HWMG
715
Hurlow Wealth Management Group
Indiana
$872K
CW
716
CreativeOne Wealth
Kansas
$871K +$63.2K +463 +8%
HCC
717
Hirtle Callaghan & Co
Pennsylvania
$871K +$431K +3,160 +98%
GP
718
Girard Partners
Pennsylvania
$863K -$201K -1,475 -19%
VHAM
719
Van Hulzen Asset Management
California
$860K +$860K +6,300 New
Koshinski Asset Management
720
Koshinski Asset Management
Illinois
$855K +$5.46K +40 +0.6%
AWM
721
Aevitas Wealth Management
Massachusetts
$851K -$80.7K -591 -9%
SWA
722
SFMG Wealth Advisors
Texas
$846K -$25K -183 -3%
RWM
723
Ritholtz Wealth Management
New York
$839K +$241K +1,768 +40%
SWM
724
Salvus Wealth Management
New Jersey
$837K +$18.7K +137 +2%
EF
725
Empirical Finance
Pennsylvania
$837K +$90.9K +666 +12%