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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 %
ECA
851
Elevated Capital Advisors
Utah
$513K +$513K +4,440 New
GP
852
Girard Partners
Pennsylvania
$513K +$14.6K +126 +3%
VVP
853
Venture Visionary Partners
Ohio
$511K +$116 +1 +0%
KCM
854
Kanawha Capital Management
Virginia
$509K
MCWS
855
McKinley Carter Wealth Services
West Virginia
$507K +$55.4K +479 +12%
EP
856
Edgestream Partners
New Jersey
$506K +$506K +4,382 New
RZH
857
Relyea Zuckerberg Hanson
Connecticut
$505K -$26.1K -226 -5%
JWM
858
Jeppson Wealth Management
California
$499K -$8.67K -75 -2%
PB
859
Pinnacle Bancorp
Nebraska
$495K -$5.2K -45 -1%
RBC
860
Romano Brothers & Co
Illinois
$494K +$6.93K +60 +1%
CPA
861
Court Place Advisors
Maryland
$491K +$3.24K +28 +0.7%
PAS
862
Professional Advisory Services
Florida
$486K
HPC
863
HM Payson & Co
Maine
$486K
MA
864
Montag & Associates
Georgia
$485K
IFS
865
Ifrah Financial Services
Arkansas
$485K -$14.2K -123 -3%
P
866
Pitcairn
Pennsylvania
$484K -$556K -4,811 -53%
MOS
867
MGO One Seven
Ohio
$483K -$12.1K -105 -2%
MWM
868
Meridian Wealth Management
Kentucky
$481K +$481K +4,164 New
STA
869
Summit Trail Advisors
New York
$481K -$50.6K -438 -10%
WI
870
Wahed Invest
New York
$478K +$53.5K +463 +13%
SIM
871
Studio Investment Management
Illinois
$475K +$38.5K +333 +9%
PPWM
872
Paragon Private Wealth Management
Kentucky
$475K +$140K +1,215 +42%
JWCA
873
J.W. Cole Advisors
Florida
$473K +$231 +2 +0%
BI
874
Berkeley Inc
Idaho
$471K +$809 +7 +0.2%
FMWA
875
Forvis Mazars Wealth Advisors
Missouri
$471K +$40.2K +348 +9%