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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 %
BI
851
Berkeley Inc
Idaho
$553K -$26.5K -194 -5%
ABC
852
Associated Banc-Corp
Wisconsin
$553K +$69.8K +511 +14%
SP
853
Successful Portfolios
Florida
$552K -$211K -1,543 -28%
KFS
854
Kelly Financial Services
Massachusetts
$551K
CIAS
855
Capital Investment Advisory Services
North Carolina
$550K -$17.6K -129 -3%
Vontobel Holding
856
Vontobel Holding
Switzerland
$549K -$31.3K -229 -5%
WP
857
WealthSource Partners
California
$548K +$1.37K +10 +0.2%
CPSAC
858
Chas P. Smith & Associates (CPS)
Florida
$546K -$3.41K -25 -0.6%
BMO
859
Beck Mack & Oliver
New York
$546K
AC
860
Aristides Capital
Kentucky
$546K
RVPG
861
Relative Value Partners Group
$546K
MCWS
862
McKinley Carter Wealth Services
West Virginia
$543K
BIM
863
Bridges Investment Management
Nebraska
$541K -$13.7K -100 -2%
BRA
864
Bender Robert & Associates
California
$541K
IMOV
865
Investment Management of Virginia
Virginia
$541K
JWCA
866
J.W. Cole Advisors
Florida
$540K -$19.8K -145 -4%
PJSIMP
867
P.J. Schmidt Investment Management (PJS)
Wisconsin
$538K -$11.8K -100 -2%
NFG
868
Nations Financial Group
Iowa
$538K -$3.68K -27 -0.7%
ACM
869
Alethea Capital Management
Washington
$537K +$537K +3,936 New
PFO
870
Pathstone Family Office
New Jersey
$534K +$121K +866 +29%
SS
871
Sunbelt Securities
Texas
$531K -$8.6K -71 -2%
CYG
872
Clean Yield Group
Vermont
$530K
HWIS
873
Hancock Whitney Investment Services
Louisiana
$530K +$530K +3,905 New
EWM
874
EPG Wealth Management
Georgia
$528K +$28.5K +209 +6%
SIM
875
Studio Investment Management
Illinois
$527K -$149K -1,089 -22%