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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 %
GIA
901
GHP Investment Advisors
Colorado
$436K +$415K +3,623 +2,035%
CCM
902
Carderock Capital Management
Maryland
$435K -$11.7K -102 -3%
RTC
903
Riverview Trust Company
Washington
$434K -$13.5K -118 -3%
WBG
904
Wharton Business Group
Pennsylvania
$432K
CG
905
Clifford Group
Massachusetts
$432K +$12.4K +108 +3%
PP
906
Paloma Partners
Connecticut
$430K -$399K -3,485 -48%
HPC
907
HM Payson & Co
Maine
$428K -$53.9K -470 -11%
PWA
908
Phoenix Wealth Advisors
North Carolina
$427K -$1.98M -17,291 -82%
NHT
909
New Hampshire Trust
New Hampshire
$426K -$25.8K -225 -6%
RWA
910
Ropes Wealth Advisors
Massachusetts
$423K +$26.8K +234 +7%
SAG
911
SageView Advisory Group
California
$422K +$917 +8 +0.2%
EWA
912
EP Wealth Advisors
California
$419K -$985K -19,837 -70%
P
913
Pitcairn
Pennsylvania
$418K -$61.4K -536 -13%
SFA
914
Sequoia Financial Advisors
Ohio
$418K -$35.3K -308 -8%
BAM
915
Berkshire Asset Management
Pennsylvania
$418K +$418K +3,645 New
EAM
916
Empirical Asset Management
Massachusetts
$417K -$335K -2,921 -45%
WI
917
Wintrust Investments
Illinois
$416K -$916 -8 -0.2%
MCWS
918
McKinley Carter Wealth Services
West Virginia
$414K -$88.5K -772 -18%
SP
919
Symmetry Partners
Connecticut
$414K
SFS
920
Sowell Financial Services
Arkansas
$414K +$414K +3,614 New
QT
921
Quantamental Technologies
New York
$413K -$7.79K -68 -2%
TPWA
922
TRUE Private Wealth Advisors
Oregon
$411K -$1.95K -17 -0.5%
PMG
923
ProVise Management Group
Florida
$408K -$58K -506 -12%
AWM
924
Absher Wealth Management
North Carolina
$406K +$143K +1,250 +55%
RBFC
925
Roman Butler Fullerton & Co
Missouri
$406K +$432 +4 +0.1%