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Paychex

1,529 hedge funds and large institutions have $36.8B invested in Paychex in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 551 increasing their positions, 569 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+25
Holders Change %
+1.66%
% of All Funds
22.11%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
137
Increased
551
Reduced
569
Closed
93
Calls
$352M
Puts
$417M
Net Calls
-$64.8M
Net Calls Change
-$87M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
701
Paragon Private Wealth Management
Kentucky
$1.01M +$49.9K +372 +5%
WA
702
Wealth Alliance
New York
$1.01M +$539K +4,017 +115%
AWM
703
AE Wealth Management
Kansas
$1M +$118K +882 +13%
PP
704
Prudential plc
United Kingdom
$1M -$5.41M -40,336 -84%
SHFA
705
SC&H Financial Advisors
Maryland
$1,000K -$53.7K -400 -5%
SRL
706
Scientech Research LLC
New Jersey
$999K +$999K +7,447 New
ACA
707
Aptus Capital Advisors
Alabama
$998K +$189K +1,410 +23%
KFA
708
Kapstone Financial Advisors
Ohio
$998K -$3.33K -25 -0.3%
OAM
709
Oppenheimer Asset Management
New York
$998K +$116K +867 +13%
MCCP
710
Mission Creek Capital Partners
California
$998K -$78K -581 -7%
PCG
711
Prosperity Consulting Group
Maryland
$995K +$995K +7,414 New
TFA
712
Transamerica Financial Advisors
Florida
$992K +$74.6K +556 +8%
SAM
713
Shell Asset Management
Netherlands
$991K +$991K +7,384 New
GIP
714
Granite Investment Partners
California
$979K -$47K -350 -5%
MFG
715
Monumental Financial Group
Maryland
$974K -$157K -1,172 -14%
CAM
716
Covenant Asset Management
New Jersey
$964K -$115K -859 -11%
TA
717
TCM Advisors
West Virginia
$958K -$1.02M
SWM
718
Salvus Wealth Management
New Jersey
$958K +$38.1K +284 +4%
SWA
719
SFMG Wealth Advisors
Texas
$957K -$2.55K -19 -0.3%
Two Sigma Advisers
720
Two Sigma Advisers
New York
$953K -$14.1M -105,200 -94%
BCM
721
Birch Capital Management
Texas
$948K
Lido Advisors
722
Lido Advisors
California
$945K +$50.9K +379 +6%
FTIS
723
First Trust Investment Solutions
Florida
$943K +$636K +4,739 +207%
TC
724
TownSquare Capital
Utah
$941K +$239K +1,783 +34%
FCH
725
Freestone Capital Holdings
Washington
$929K -$45.4K -338 -5%