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Paychex

1,401 hedge funds and large institutions have $29.3B invested in Paychex in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 488 increasing their positions, 558 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
Holders Change
-31
Holders Change %
-2.16%
% of All Funds
23.69%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.51%
New
99
Increased
488
Reduced
558
Closed
110
Calls
$277M
Puts
$223M
Net Calls
+$53.8M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
751
Bank Julius Baer & Co
Switzerland
$692K -$333K -2,921 -32%
GAAM
752
Guinness Atkinson Asset Management
California
$692K
GA
753
Greytown Advisors
Florida
$692K
TNAM
754
Terra Nova Asset Management
New York
$686K +$94.2K +827 +16%
PWAG
755
Polaris Wealth Advisory Group
California
$685K -$127K -1,115 -16%
DWM
756
Darwin Wealth Management
Florida
$684K -$1.14M -9,004 -62%
PDM
757
Penn Davis McFarland
Texas
$679K +$9.11K +80 +1%
SWA
758
SFMG Wealth Advisors
Texas
$678K -$28.5K -250 -4%
Vontobel Holding
759
Vontobel Holding
Switzerland
$677K +$50.5K +440 +8%
LCM
760
Landscape Capital Management
New Jersey
$676K -$10.5M -92,446 -94%
UH
761
Unigestion Holding
Switzerland
$676K +$676K +5,933 New
MCM
762
MAI Capital Management
Ohio
$664K -$32.2K -283 -5%
PFO
763
Pathstone Family Office
New Jersey
$662K +$265K +2,329 +67%
FG
764
Fiduciary Group
Georgia
$659K +$13.3K +101 +2%
OPS
765
Orion Portfolio Solutions
Nebraska
$658K -$211K -1,858 -24%
LC
766
Lindbrook Capital
California
$658K -$5.58K -49 -0.8%
VWA
767
V Wealth Advisors
Kansas
$656K +$1.03K +9 +0.2%
LW
768
Linscomb Wealth
Texas
$653K -$32K -281 -5%
STAS
769
Strong Tower Advisory Services
Minnesota
$653K -$12.7K -112 -2%
SFA
770
Seneca Financial Advisors
New York
$653K -$16.5K -145 -2%
CFS
771
CRA Financial Services
New Jersey
$652K
CTA
772
Chesley Taft & Associates
Illinois
$649K
DF
773
Donoghue Forlines
Massachusetts
$647K +$647K +5,684 New
CIA
774
Choate Investment Advisors
Massachusetts
$643K +$116K +1,018 +22%
TTWM
775
TCV Trust & Wealth Management
Virginia
$642K