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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 %
PDL
901
Portfolio Design Labs
California
$458K +$458K +3,845 New
LFAS
902
Level Four Advisory Services
Texas
$457K +$1.91K +16 +0.4%
PP
903
Patten & Patten
Tennessee
$457K -$334K -2,801 -42%
PHIC
904
Pine Haven Investment Counsel
Massachusetts
$455K -$2.98K -25 -0.7%
GM
905
GeoWealth Management
Illinois
$453K +$225K +1,890 +99%
3IP
906
3Chopt Investment Partners
Virginia
$452K +$452K +3,793 New
WBG
907
Wharton Business Group
Pennsylvania
$450K
BWP
908
Barlow Wealth Partners
Kentucky
$448K +$448K +3,758 New
S
909
Sunpointe
Missouri
$444K +$444K +3,728 New
CGL
910
Clarius Group LLC
Washington
$443K -$20.7K -174 -4%
EAM
911
Empirical Asset Management
Massachusetts
$443K +$1.55K +13 +0.4%
WI
912
Wintrust Investments
Illinois
$441K +$2.74K +23 +0.6%
BW
913
Bison Wealth
Georgia
$441K +$62.4K +524 +16%
AR
914
Apeiron RIA
Texas
$440K -$1.43K -12 -0.3%
JF
915
Jump Financial
Illinois
$439K -$1.03M -8,648 -70%
MWM
916
Mission Wealth Management
California
$439K +$7.51K +63 +2%
PWA
917
Phoenix Wealth Advisors
North Carolina
$438K +$2.12K +18 +0.5%
ESB
918
Essex Savings Bank
Connecticut
$437K +$24.9K +209 +6%
CL
919
Choreo LLC
Illinois
$435K +$435K +3,656 New
RB
920
Renasant Bank
Mississippi
$435K +$5.36K +45 +1%
GP
921
Girard Partners
Pennsylvania
$432K
JIC
922
Johnson Investment Counsel
Ohio
$430K +$83.4K +700 +24%
WC
923
Wynn Capital
Georgia
$429K +$429K +3,605 New
CFP
924
Catalyst Financial Partners
Massachusetts
$428K -$100K -841 -19%
NHT
925
New Hampshire Trust
New Hampshire
$425K -$7.15K -60 -2%