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Paychex

1,408 hedge funds and large institutions have $29.2B invested in Paychex in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 510 increasing their positions, 515 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,408
Holders Change
-12
Holders Change %
-0.85%
% of All Funds
22.2%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
105
Increased
510
Reduced
515
Closed
106
Calls
$184M
Puts
$122M
Net Calls
+$61.7M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWLP
776
Prio Wealth Limited Partnership
Massachusetts
$600K
JCIA
777
Jackson Creek Investment Advisors
Colorado
$597K -$76.8K -687 -11%
BFA
778
BMS Financial Advisors
South Dakota
$596K -$274K -2,447 -31%
SW
779
SVB Wealth
Massachusetts
$593K -$166K -1,480 -22%
JE
780
JMAC Enterprises
Pennsylvania
$593K
MWM
781
Modera Wealth Management
New Jersey
$592K +$592K +5,292 New
3IP
782
3Chopt Investment Partners
Virginia
$591K +$36.9K +330 +7%
BCV
783
Banque Cantonale Vaudoise
Switzerland
$590K
HWMG
784
Hurlow Wealth Management Group
Indiana
$587K -$42.3K -378 -7%
ZIM
785
Zacks Investment Management
Illinois
$586K -$3.74M -33,388 -86%
CA
786
Commerzbank Aktiengesellschaft
Germany
$586K
SAM
787
Seelaus Asset Management
New Jersey
$586K
CFS
788
CRA Financial Services
New Jersey
$585K
BSW
789
Buckingham Strategic Wealth
Missouri
$585K +$7.61K +68 +1%
TWI
790
Thomas White International
Illinois
$583K
PTC
791
Private Trust Company
Ohio
$582K -$5.93K -53 -1%
ECA
792
Elevated Capital Advisors
Utah
$581K +$63K +563 +12%
KCM
793
KRS Capital Management
Michigan
$579K +$224 +2 +0%
TFF
794
The Family Firm
Maryland
$570K +$1.01K +9 +0.2%
STC
795
Sarah T. Connolly
$569K -$30.8K -275 -5%
MOS
796
MGO One Seven
Ohio
$567K -$62.5K -559 -10%
SRIM
797
Saratoga Research & Investment Management
California
$566K -$3.92K -35 -0.7%
HTC
798
Haverford Trust Company
Pennsylvania
$563K +$9.73K +87 +2%
MGIA
799
Moneta Group Investment Advisors
Missouri
$563K +$24.1K +215 +4%
SFA
800
Sequoia Financial Advisors
Ohio
$562K +$154K +1,375 +38%