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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 %
PGWM
876
Pitti Group Wealth Management
New York
$470K +$15.6K +135 +3%
PMG
877
ProVise Management Group
Florida
$470K +$693 +6 +0.1%
PHIC
878
Pine Haven Investment Counsel
Massachusetts
$467K -$14K -121 -3%
CIAS
879
Capital Investment Advisory Services
North Carolina
$467K -$24.2K -209 -5%
TA
880
TFG Advisers
Michigan
$467K +$2.54K +22 +0.5%
KFS
881
Kelly Financial Services
Massachusetts
$466K
1WA
882
180 Wealth Advisors
Washington
$466K +$57.9K +503 +14%
CGL
883
Clarius Group LLC
Washington
$465K -$1.74K -15 -0.4%
BMO
884
Beck Mack & Oliver
New York
$462K
AC
885
Aristides Capital
Kentucky
$462K
SS
886
Sunbelt Securities
Texas
$460K +$7.05K +61 +2%
SWM
887
Segment Wealth Management
Texas
$460K
SFA
888
Sequoia Financial Advisors
Ohio
$457K +$119K +1,028 +35%
IA
889
Insight Advisors
Pennsylvania
$457K -$45.8K -396 -9%
AssetMark Inc
890
AssetMark Inc
California
$456K -$809 -7 -0.2%
NHT
891
New Hampshire Trust
New Hampshire
$456K +$456K +3,946 New
CI
892
Cigna Investments
Connecticut
$455K +$116 +1 +0%
BIM
893
Bridges Investment Management
Nebraska
$452K -$5.78K -50 -1%
RTC
894
Riverview Trust Company
Washington
$451K -$53.3K -462 -11%
SP
895
Successful Portfolios
Florida
$451K -$4.62K -40 -1%
CCM
896
Carderock Capital Management
Maryland
$451K
MWM
897
Mission Wealth Management
California
$450K -$45.4K -393 -9%
PA
898
Procyon Advisors
Connecticut
$450K +$450K +3,896 New
CYG
899
Clean Yield Group
Vermont
$449K
PCH
900
PGIM Custom Harvest
New Jersey
$445K +$445K +3,853 New