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Paychex

1,437 hedge funds and large institutions have $29.8B invested in Paychex in 2022 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 514 increasing their positions, 511 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
+20
Holders Change %
+1.41%
% of All Funds
23.18%
Holding in Top 10
24
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25%
% of All Funds
0.39%
New
143
Increased
514
Reduced
511
Closed
91
Calls
$329M
Puts
$211M
Net Calls
+$118M
Net Calls Change
+$56M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
801
Nottingham Advisors
New York
$595K +$48.1K +416 +9%
GRP
802
Global Retirement Partners
California
$594K +$58.7K +508 +11%
AFP
803
Ausdal Financial Partners
Iowa
$594K +$102K +881 +21%
HWM
804
HB Wealth Management
Georgia
$594K +$163K +1,407 +38%
SRIM
805
Saratoga Research & Investment Management
California
$589K -$924 -8 -0.2%
LFA
806
Legacy Financial Advisors
Kentucky
$588K +$13.5K +117 +2%
TFF
807
The Family Firm
Maryland
$587K +$809 +7 +0.1%
SS
808
Simplicity Solutions
Minnesota
$587K -$17.7K -153 -3%
SC
809
Savant Capital
Illinois
$580K +$1.32K +12 +0.2%
PAMG
810
Patton Albertson Miller Group
Tennessee
$578K
WP
811
WealthSource Partners
California
$577K +$33.2K +287 +6%
FG
812
Fiduciary Group
Georgia
$576K +$13.5K +117 +2%
JCIA
813
Jackson Creek Investment Advisors
Colorado
$573K +$365K +3,162 +176%
NAM
814
NTV Asset Management
West Virginia
$572K
CCM
815
Coldstream Capital Management
Washington
$571K +$571K +4,945 New
WFC
816
Western Financial Corp
California
$571K +$571K +4,945 New
FWM
817
Forza Wealth Management
Florida
$570K +$570K +4,935 New
FPB
818
First PREMIER Bank
South Dakota
$570K +$5.77K +50 +1%
PFM
819
Parsec Financial Management
North Carolina
$568K
MHC
820
Meyer Handelman Company
New York
$566K
BEI
821
Benjamin Edwards Inc
Missouri
$565K -$10.3K -89 -2%
TMAM
822
Tokio Marine Asset Management
Japan
$565K +$25.1K +217 +5%
FNC
823
First National Corp
Massachusetts
$565K
MHIC
824
Marble Harbor Investment Counsel
Massachusetts
$564K
GAAM
825
Guinness Atkinson Asset Management
California
$563K -$2.77K -24 -0.5%