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Paychex

1,432 hedge funds and large institutions have $34.4B invested in Paychex in 2021 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 451 increasing their positions, 503 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
+158
Holders Change %
+12.4%
% of All Funds
22.12%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
247
Increased
451
Reduced
503
Closed
70
Calls
$313M
Puts
$222M
Net Calls
+$90.6M
Net Calls Change
-$6.95M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
826
Professional Advisory Services
Florida
$601K +$26.6K +195 +5%
RWM
827
Ritholtz Wealth Management
New York
$598K +$312K +2,288 +109%
LFA
828
Legacy Financial Advisors
Kentucky
$597K +$31.2K +229 +6%
SC
829
SouthState Corp
Florida
$596K +$118K +862 +25%
LS
830
Livforsakringsbolaget Skandia
Sweden
$586K -$286K -2,100 -33%
TA
831
TFG Advisers
Michigan
$585K +$2.46K +18 +0.4%
APA
832
Astoria Portfolio Advisors
New York
$584K +$584K +4,280 New
RCA
833
Roberts Capital Advisors
Colorado
$582K +$582K +4,266 New
KCM
834
Kanawha Capital Management
Virginia
$581K -$20.5K -150 -3%
SWM
835
Segment Wealth Management
Texas
$577K -$4.5K -33 -0.8%
CPA
836
Court Place Advisors
Maryland
$576K
CFB
837
Cullen/Frost Bankers
Texas
$573K
KWM
838
Kolinsky Wealth Management
New Jersey
$572K +$572K +4,187 New
BAM
839
Belpointe Asset Management
Nevada
$568K -$26K -190 -4%
PHIC
840
Pine Haven Investment Counsel
Massachusetts
$568K +$568K +4,164 New
IBOK
841
Independence Bank of Kentucky
Kentucky
$567K -$184K -1,350 -25%
BPA
842
Beacon Pointe Advisors
California
$567K -$92.1K -675 -14%
MWM
843
Mission Wealth Management
California
$567K -$1.5K -11 -0.3%
AFP
844
Ausdal Financial Partners
Iowa
$564K +$547 +4 +0.1%
IA
845
IFP Advisors
Florida
$563K +$63.5K +464 +13%
RWA
846
Ropes Wealth Advisors
Massachusetts
$560K -$1.63M -11,929 -74%
HPC
847
HM Payson & Co
Maine
$560K
HWMG
848
Hurlow Wealth Management Group
Indiana
$558K
PMG
849
ProVise Management Group
Florida
$555K
AG
850
AIA Group
Hong Kong
$555K +$197K +1,440 +55%