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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 %
HTC
851
Haverford Trust Company
Pennsylvania
$528K -$61.2K -514 -10%
JCFM
852
JBR Co Financial Management
Oklahoma
$527K +$527K +4,424 New
PB
853
Pinnacle Bancorp
Nebraska
$527K -$4.17K -35 -0.8%
PTC
854
Private Trust Company
Ohio
$527K -$99.7K -837 -16%
SWP
855
Summit Wealth Partners
Florida
$523K -$25.8K -217 -5%
TTWM
856
TCV Trust & Wealth Management
Virginia
$517K
FNA
857
First National Advisers
Nebraska
$516K +$150K +1,263 +41%
TNAM
858
Terra Nova Asset Management
New York
$513K -$36.4K -306 -7%
TAM
859
Tocqueville Asset Management
New York
$513K
PFS
860
Physicians Financial Services
North Carolina
$512K +$17.9K +150 +4%
CWM
861
Congress Wealth Management
Massachusetts
$507K +$507K +4,254 New
SF
862
Summit Financial
New Jersey
$507K -$22.4K -188 -4%
EB
863
Eastern Bank
Massachusetts
$506K -$49.1K -412 -9%
WPA
864
West Paces Advisors
Georgia
$505K -$23K -193 -4%
FMWA
865
Forvis Mazars Wealth Advisors
Missouri
$504K
KCM
866
Kanawha Capital Management
Virginia
$504K -$2.38K -20 -0.5%
PIM
867
Penobscot Investment Management
Massachusetts
$501K
CPA
868
Court Place Advisors
Maryland
$501K -$2.38K -20 -0.5%
CG
869
Clifford Group
Massachusetts
$500K +$1.07K +9 +0.2%
CA
870
Commerzbank Aktiengesellschaft
Germany
$499K -$125K -1,051 -20%
RZH
871
Relyea Zuckerberg Hanson
Connecticut
$498K +$1.31K +11 +0.3%
TW
872
TrinityPoint Wealth
Connecticut
$498K +$73.5K +617 +17%
TA
873
TFG Advisers
Michigan
$492K +$3.1K +26 +0.6%
AT
874
Arden Trust
Delaware
$492K +$42.2K +354 +9%
AIA
875
Alera Investment Advisors
Illinois
$492K -$16K -134 -3%