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Paychex

1,504 hedge funds and large institutions have $32.3B invested in Paychex in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 549 increasing their positions, 569 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,504
Holders Change
-14
Holders Change %
-0.92%
% of All Funds
21.87%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
119
Increased
549
Reduced
569
Closed
116
Calls
$227M
Puts
$205M
Net Calls
+$22.3M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
726
Commerzbank Aktiengesellschaft
Germany
$873K +$10.1K +85 +1%
ECA
727
Elevated Capital Advisors
Utah
$870K +$109K +920 +14%
FCH
728
Freestone Capital Holdings
Washington
$861K -$45.6K -385 -5%
BFG
729
Bleakley Financial Group
New Jersey
$860K -$115K -971 -12%
SW
730
Simplicity Wealth
New Jersey
$857K -$112K -948 -12%
MP
731
McDonald Partners
Ohio
$855K +$17.5K +148 +2%
TMAM
732
Tokio Marine Asset Management
Japan
$852K +$36.9K +311 +5%
PPWM
733
Paragon Private Wealth Management
Kentucky
$850K -$47.2K -398 -5%
SWA
734
SFMG Wealth Advisors
Texas
$848K +$11.6K +98 +1%
Koshinski Asset Management
735
Koshinski Asset Management
Illinois
$842K -$86.4K -738 -9%
GAAM
736
Guinness Atkinson Asset Management
California
$841K -$14.6K -123 -2%
BCM
737
Birch Capital Management
Texas
$838K
NW
738
Naviter Wealth
Arkansas
$827K -$57.9K -488 -7%
PA
739
Prossimo Advisors
California
$826K +$826K +6,967 New
ACP
740
Aviance Capital Partners
Florida
$821K
FNBT
741
FineMark National Bank & Trust
Florida
$818K +$70.9K +598 +9%
SWM
742
Salvus Wealth Management
New Jersey
$812K -$8.77K -74 -1%
GT
743
Greenleaf Trust
Michigan
$812K -$286K -2,413 -26%
HT
744
Heritage Trust
Oklahoma
$811K -$104K -878 -11%
TFA
745
Transamerica Financial Advisors
Florida
$811K
CIC
746
Carnegie Investment Counsel
Ohio
$808K +$2.02K +17 +0.3%
FNA
747
First National Advisers
Nebraska
$805K +$154K +1,302 +24%
CSIC
748
Clifford Swan Investment Counsel
California
$800K
FMII
749
Farmers & Merchants Investments Inc
Nebraska
$790K
Lido Advisors
750
Lido Advisors
California
$790K -$97.2K -820 -11%