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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 %
WTC
826
WhitTier Trust Company
Nevada
$565K -$136K -1,141 -19%
SWM
827
Segment Wealth Management
Texas
$563K +$105K +881 +23%
BWS
828
Buck Wealth Strategies
Colorado
$563K -$18.3K -154 -3%
SS
829
Sunbelt Securities
Texas
$563K -$27.3K -229 -5%
MHIC
830
Marble Harbor Investment Counsel
Massachusetts
$561K
BIM
831
Baldwin Investment Management
Pennsylvania
$560K -$149K -1,250 -21%
CG
832
Caprock Group
Idaho
$557K -$122K -1,023 -18%
BJL
833
Brighton Jones LLC
Washington
$553K +$19.7K +165 +4%
RA
834
Rise Advisors
New York
$553K +$26.4K +222 +5%
PCP
835
Proficio Capital Partners
Massachusetts
$551K +$2.86K +24 +0.5%
IBOK
836
Independence Bank of Kentucky
Kentucky
$549K +$41.6K +349 +8%
MSCM
837
McElhenny Sheffield Capital Management
Texas
$545K -$42K -353 -7%
HTIM
838
Harbour Trust & Investment Management
Indiana
$545K +$545K +4,572 New
VFIC
839
Valley Forge Investment Consultants
Pennsylvania
$543K
AAM
840
Aureus Asset Management
Massachusetts
$542K +$3.93K +33 +0.7%
MA
841
Montag & Associates
Georgia
$542K +$41.7K +350 +8%
WAM
842
Werlinich Asset Management
Connecticut
$542K -$9.29K -78 -2%
KFS
843
Kelly Financial Services
Massachusetts
$541K +$16.3K +137 +3%
RVPG
844
Relative Value Partners Group
$537K -$238 -2 -0%
IAS
845
Insigneo Advisory Services
Florida
$536K +$200K +1,678 +59%
PWM
846
Palumbo Wealth Management
New York
$535K +$57.3K +481 +12%
FNC
847
First National Corp
Massachusetts
$532K
FBC
848
Fairfield, Bush & Co
Connecticut
$532K -$185K -1,550 -26%
ST
849
Spinnaker Trust
Maine
$531K
MYLI
850
Meiji Yasuda Life Insurance
Japan
$529K +$529K +4,440 New