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Paychex

1,420 hedge funds and large institutions have $30.1B invested in Paychex in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 501 increasing their positions, 564 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
-17
Holders Change %
-1.18%
% of All Funds
22.73%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
109
Increased
501
Reduced
564
Closed
102
Calls
$214M
Puts
$126M
Net Calls
+$87.6M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PHIC
876
Pine Haven Investment Counsel
Massachusetts
$464K
MWM
877
Meridian Wealth Management
Kentucky
$459K -$17.8K -155 -4%
PGWM
878
Pitti Group Wealth Management
New York
$459K -$7.11K -62 -2%
BMO
879
Beck Mack & Oliver
New York
$458K
AC
880
Aristides Capital
Kentucky
$458K
SWM
881
Segment Wealth Management
Texas
$456K
GP
882
Girard Partners
Pennsylvania
$454K -$54.1K -472 -11%
OFG
883
OmniStar Financial Group
North Carolina
$453K +$81.6K +712 +22%
MWM
884
Mission Wealth Management
California
$450K +$2.98K +26 +0.7%
IWM
885
IHT Wealth Management
Illinois
$449K +$29.6K +258 +7%
BIM
886
Bridges Investment Management
Nebraska
$448K
SP
887
Successful Portfolios
Florida
$446K -$917 -8 -0.2%
FMAEN1
888
Fund Management at Engine No 1
California
$446K +$41.5K +362 +10%
CYG
889
Clean Yield Group
Vermont
$445K
CI
890
Cigna Investments
Connecticut
$443K -$7.78K -68 -2%
MFG
891
Merit Financial Group
Georgia
$442K -$344K -2,998 -44%
ST
892
Spinnaker Trust
Maine
$441K
EI
893
Ellevest Inc
New York
$441K +$31.1K +271 +8%
SOAMC
894
Spirit of America Management Corp
New York
$441K
AssetMark Inc
895
AssetMark Inc
California
$441K -$11.7K -102 -3%
BI
896
Berkeley Inc
Idaho
$440K -$27.4K -239 -6%
FM
897
Foster & Motley
Ohio
$440K +$88.8K +776 +25%
IMOV
898
Investment Management of Virginia
Virginia
$438K +$1.15K +10 +0.3%
LFAS
899
Level Four Advisory Services
Texas
$438K +$141K +1,233 +48%
EFM
900
E Fund Management
China
$436K -$326K -2,848 -43%