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Paychex

1,494 hedge funds and large institutions have $31.9B invested in Paychex in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 508 increasing their positions, 572 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
+60
Holders Change %
+4.18%
% of All Funds
21.9%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
164
Increased
508
Reduced
572
Closed
84
Calls
$249M
Puts
$160M
Net Calls
+$88.2M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
751
Moneta Group Investment Advisors
Missouri
$707K +$59.9K +503 +9%
PDM
752
Penn Davis McFarland
Texas
$700K
HI
753
Horizon Investments
North Carolina
$699K +$182K +1,542 +35%
EP
754
Edgestream Partners
New Jersey
$698K +$698K +5,858 New
ECA
755
Elevated Capital Advisors
Utah
$696K +$76.6K +643 +12%
TNBTD
756
Trustmark National Bank Trust Department
Mississippi
$695K -$33.9K -285 -5%
HIP
757
HUB Investment Partners
Texas
$693K +$423K +3,548 +156%
JCIA
758
Jackson Creek Investment Advisors
Colorado
$693K +$90.3K +758 +15%
SIA
759
Schechter Investment Advisors
Michigan
$690K +$66.8K +561 +11%
MSA
760
Marino Stram & Associates
Massachusetts
$690K +$11.7K +98 +2%
ECM
761
Evergreen Capital Management
Washington
$686K +$187K +1,566 +37%
PGIM
762
Pacific Global Investment Management
California
$685K +$22.8K +191 +3%
FWM
763
Forza Wealth Management
Florida
$683K
WFC
764
Western Financial Corp
California
$681K +$26.7K +224 +4%
TWC
765
TD Waterhouse Canada
Ontario, Canada
$674K -$75.5K -619 -10%
CTA
766
Chesley Taft & Associates
Illinois
$673K
SFA
767
Seneca Financial Advisors
New York
$669K -$8.81K -74 -1%
JE
768
JMAC Enterprises
Pennsylvania
$667K +$35.7K +300 +6%
IA
769
IFP Advisors
Florida
$666K +$8.81K +74 +1%
JCM
770
Jacobi Capital Management
Pennsylvania
$666K -$38.7K -325 -5%
KCM
771
KRS Capital Management
Michigan
$664K +$39K +327 +6%
FB
772
Fulton Bank
Pennsylvania
$663K -$4.88K -41 -0.7%
IAN
773
Integrated Advisors Network
Texas
$660K -$22.8K -191 -3%
LW
774
Linscomb Wealth
Texas
$659K -$24.1K -202 -4%
TFA
775
Transamerica Financial Advisors
Florida
$658K -$449K -3,764 -41%