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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 %
KWM
826
Kolinsky Wealth Management
New Jersey
$527K +$25.1K +230 +5%
JWCA
827
J.W. Cole Advisors
Florida
$524K +$7.83K +70 +2%
AAM
828
Aureus Asset Management
Massachusetts
$524K
EB
829
Eastern Bank
Massachusetts
$524K -$1.21M -10,813 -70%
DWT
830
Dorsey & Whitney Trust
South Dakota
$523K -$28.5K -255 -5%
EAM
831
Empirical Asset Management
Massachusetts
$520K +$113K +1,010 +28%
FNC
832
First National Corp
Massachusetts
$519K -$7.16K -64 -1%
MHIC
833
Marble Harbor Investment Counsel
Massachusetts
$518K
TNAM
834
Terra Nova Asset Management
New York
$516K -$164K -1,468 -24%
TAM
835
Tocqueville Asset Management
New York
$516K -$64.2K -574 -11%
SWP
836
Summit Wealth Partners
Florida
$516K
CGL
837
Clarius Group LLC
Washington
$515K +$35.8K +320 +7%
WI
838
Wahed Invest
New York
$515K +$55.2K +493 +12%
WAM
839
Werlinich Asset Management
Connecticut
$509K
CCM
840
Coldstream Capital Management
Washington
$505K -$32.7K -292 -6%
PI
841
PFG Investments
New York
$504K +$13.6K +122 +3%
RBC
842
Romano Brothers & Co
Illinois
$504K +$25.2K +225 +5%
KFA
843
Krane Funds Advisors
New York
$501K +$501K +4,477 New
PCP
844
Proficio Capital Partners
Massachusetts
$500K -$3.8K -34 -0.8%
KFS
845
Kelly Financial Services
Massachusetts
$499K +$34K +304 +7%
PB
846
Pinnacle Bancorp
Nebraska
$499K +$19.4K +173 +4%
SF
847
Summit Financial
New Jersey
$494K +$494K +4,419 New
VVP
848
Venture Visionary Partners
Ohio
$492K -$2.8K -25 -0.6%
Capstone Investment Advisors
849
Capstone Investment Advisors
New York
$492K +$196K +1,754 +66%
I
850
InceptionR
California
$490K -$343K -3,062 -41%