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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 %
PTC
826
Private Trust Company
Ohio
$563K -$54.3K -470 -9%
BHBT
827
Burke & Herbert Bank & Trust
Virginia
$561K -$18.5K -160 -3%
WPA
828
West Paces Advisors
Georgia
$560K -$34.3K -297 -6%
HTC
829
Haverford Trust Company
Pennsylvania
$557K -$37.4K -324 -6%
BAM
830
Belpointe Asset Management
Nevada
$555K +$18.3K +158 +3%
AAS
831
Ameritas Advisory Services
Nebraska
$551K +$147K +1,275 +37%
MGIA
832
Moneta Group Investment Advisors
Missouri
$550K +$38.7K +334 +8%
AFA
833
Abacus FCF Advisors
Florida
$549K -$322K -2,790 -37%
SWP
834
Summit Wealth Partners
Florida
$544K
IWC
835
Integrated Wealth Concepts
Massachusetts
$540K +$30.7K +266 +6%
SC
836
SouthState Corp
Florida
$538K -$56.5K -489 -9%
PCP
837
Proficio Capital Partners
Massachusetts
$538K -$6.47K -56 -1%
LWAC
838
Laurel Wealth Advisors (California)
California
$538K +$1.62K +14 +0.3%
EAM
839
Empirical Asset Management
Massachusetts
$533K +$251K +3,095 +89%
3IP
840
3Chopt Investment Partners
Virginia
$532K +$532K +4,600 New
AM
841
AGF Management
Ontario, Canada
$531K +$531K +4,596 New
WC
842
Woodstock Corp
Massachusetts
$530K -$2.77K -24 -0.5%
LOIP
843
Live Oak Investment Partners
Texas
$529K
PJSIMP
844
P.J. Schmidt Investment Management (PJS)
Wisconsin
$528K
KWM
845
Kolinsky Wealth Management
New Jersey
$528K +$14K +121 +3%
VFIC
846
Valley Forge Investment Consultants
Pennsylvania
$527K
IBOK
847
Independence Bank of Kentucky
Kentucky
$526K +$1.04K +9 +0.2%
Verition Fund Management
848
Verition Fund Management
Connecticut
$521K -$204K -1,765 -28%
WAM
849
Werlinich Asset Management
Connecticut
$520K
NFP
850
NorthLanding Financial Partners
New York
$517K +$1.96K +17 +0.4%