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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 %
BSW
801
Buckingham Strategic Wealth
Missouri
$608K -$18.3K -154 -3%
PI
802
PFG Investments
New York
$606K +$59.8K +502 +11%
RIA
803
Realta Investment Advisors
Delaware
$605K +$55.6K +467 +10%
AWE
804
Avidian Wealth Enterprises
Texas
$603K +$27.5K +231 +5%
LFA
805
Legacy Financial Advisors
Kentucky
$603K +$33.2K +279 +6%
EH
806
Equitable Holdings
New York
$601K -$300K -2,518 -33%
AM
807
AGF Management
Ontario, Canada
$598K +$8.58K +72 +1%
QI
808
Qtron Investments
Massachusetts
$598K
STA
809
Summit Trail Advisors
New York
$595K -$39.5K -332 -6%
OFG
810
OmniStar Financial Group
North Carolina
$593K +$17.3K +145 +3%
FPB
811
First PREMIER Bank
South Dakota
$591K +$3.1K +26 +0.5%
NAM
812
NTV Asset Management
West Virginia
$590K
RMCM
813
Reynders McVeigh Capital Management
Massachusetts
$589K -$55.8K -468 -9%
NA
814
Nottingham Advisors
New York
$589K +$476 +4 +0.1%
MWM
815
Modera Wealth Management
New Jersey
$584K +$9.17K +77 +2%
MHC
816
Meyer Handelman Company
New York
$584K
KIA
817
KLR Investment Advisors
Rhode Island
$581K +$64K +537 +12%
Lido Advisors
818
Lido Advisors
California
$580K -$5.36M -44,976 -90%
FG
819
Fiduciary Group
Georgia
$575K -$6.91K -58 -1%
ETC
820
Exchange Traded Concepts
Oklahoma
$575K +$61.2K +514 +12%
JWCA
821
J.W. Cole Advisors
Florida
$574K +$238 +2 +0%
WA1
822
Wimmer Associates 1
California
$573K +$8.93K +75 +2%
SRIM
823
Saratoga Research & Investment Management
California
$569K -$1.79K -15 -0.3%
KWM
824
Kolinsky Wealth Management
New Jersey
$569K -$3.69K -31 -0.6%
LOIP
825
Live Oak Investment Partners
Texas
$568K -$556K