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Paychex

1,432 hedge funds and large institutions have $34.4B invested in Paychex in 2021 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 451 increasing their positions, 503 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
+158
Holders Change %
+12.4%
% of All Funds
22.12%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
247
Increased
451
Reduced
503
Closed
70
Calls
$313M
Puts
$222M
Net Calls
+$90.6M
Net Calls Change
-$6.95M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
726
Avidian Wealth Enterprises
Texas
$860K +$36.3K +266 +4%
Koshinski Asset Management
727
Koshinski Asset Management
Illinois
$849K -$16.7K -122 -2%
CPWA
728
Cerro Pacific Wealth Advisors
California
$849K -$52.6K -385 -6%
MCP
729
Martin Capital Partners
Oregon
$849K +$8.46K +62 +1%
HI
730
Horizon Investments
North Carolina
$848K +$505K +3,724 +147%
LA
731
Latitude Advisors
Florida
$840K +$72.2K +529 +9%
GAAM
732
Guinness Atkinson Asset Management
California
$830K -$54.9K -402 -6%
Nomura Holdings
733
Nomura Holdings
Japan
$823K -$269K -1,972 -25%
MA
734
Montag & Associates
Georgia
$822K -$2.73K -20 -0.3%
LW
735
Linscomb Wealth
Texas
$820K -$3.28K -24 -0.4%
SWM
736
Salvus Wealth Management
New Jersey
$819K +$22.3K +163 +3%
SFA
737
Seneca Financial Advisors
New York
$817K +$546 +4 +0.1%
CW
738
CreativeOne Wealth
Kansas
$808K +$84.8K +621 +12%
KLC
739
Knowledge Leaders Capital
Colorado
$805K +$805K +5,900 New
IF
740
Intrua Financial
Texas
$804K -$189K -1,382 -19%
PDM
741
Penn Davis McFarland
Texas
$803K
RT
742
Rockland Trust
Massachusetts
$802K
BFA
743
Beaumont Financial Advisors
Massachusetts
$792K -$4.37K -32 -0.5%
BCV
744
Banque Cantonale Vaudoise
Switzerland
$789K
TW
745
Transform Wealth
Colorado
$786K -$129K -945 -14%
CFS
746
CRA Financial Services
New Jersey
$782K -$7.23K -53 -0.9%
IWC
747
Integrated Wealth Concepts
Massachusetts
$782K +$18.2K +133 +2%
MSA
748
Marino Stram & Associates
Massachusetts
$779K +$70.9K +519 +10%
PAMG
749
Patton Albertson Miller Group
Tennessee
$776K
GT
750
Greenleaf Trust
Michigan
$775K +$211K +1,544 +37%