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Paychex

1,408 hedge funds and large institutions have $29.2B invested in Paychex in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 510 increasing their positions, 515 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,408
Holders Change
-12
Holders Change %
-0.85%
% of All Funds
22.2%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
105
Increased
510
Reduced
515
Closed
106
Calls
$184M
Puts
$122M
Net Calls
+$61.7M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
926
Wealth Alliance
New York
$387K +$33.1K +296 +9%
APP
927
Avantax Planning Partners
Iowa
$387K +$15.7K +140 +4%
ESB
928
Essex Savings Bank
Connecticut
$387K +$2.57K +23 +0.7%
WTB
929
Washington Trust Bank
Washington
$384K
Point72 Asset Management
930
Point72 Asset Management
Connecticut
$384K -$131K -1,167 -25%
CPSAC
931
Chas P. Smith & Associates (CPS)
Florida
$384K
SWM
932
SeaCrest Wealth Management
New York
$384K -$5.82K -52 -1%
RPC
933
Rossmore Private Capital
Connecticut
$383K
GLA
934
Good Life Advisors
Pennsylvania
$383K +$1.57K +14 +0.4%
FHA
935
Flagship Harbor Advisors
Massachusetts
$383K +$20.2K +181 +6%
HP
936
Hyperion Partners
Pennsylvania
$382K
AR
937
Apeiron RIA
Texas
$381K +$21.7K +194 +6%
SP
938
Successful Portfolios
Florida
$381K -$55.2K -493 -13%
PSP
939
Principal Street Partners
Tennessee
$380K +$4.81K +43 +1%
LIM
940
Leavell Investment Management
Alabama
$377K
EFS
941
Essex Financial Services
Connecticut
$376K +$132K +1,176 +54%
PIM
942
Penobscot Investment Management
Massachusetts
$376K
KIA
943
KCM Investment Advisors
California
$374K
CPRC
944
Consolidated Portfolio Review Corp
New York
$374K -$10.6K -95 -3%
NFP
945
NorthLanding Financial Partners
New York
$371K -$133K -1,185 -26%
EFM
946
E Fund Management
China
$370K -$56.2K -502 -13%
FFM
947
Forum Financial Management
Illinois
$370K -$112 -1 -0%
GL
948
Graypoint LLC
New York
$369K -$25.2K -225 -6%
SIA
949
Soltis Investment Advisors
Utah
$369K -$7.16K -64 -2%
DLA
950
Douglas Lane & Associates
New York
$369K +$21.5K +192 +6%